Portfolio Risk and Return - Part I (2024/2025 Level I CFA® Exam - PM - Module 1)

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  • Опубліковано 8 лют 2025
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    Topic 3 - Portfolio Management
    Module 1 - Portfolio Risk and Return - Part I
    LOS : Describe characteristics of the major asset classes that investors consider in forming portfolios.
    LOS : Explain risk aversion and its implications for portfolio selection.
    LOS : Explain the selection of an optimal portfolio, given an investor’s utility (or risk aversion) and the capital allocation line.
    LOS : Calculate and interpret the mean, variance, and covariance (or correlation) of asset returns based on historical data.
    LOS : Calculate and interpret portfolio standard deviation.
    LOS : Describe the effect on a portfolio’s risk of investing in assets that are less than perfectly correlated.
    LOS : Describe and interpret the minimum-variance and efficient frontiers of risky assets and the global minimum-variance portfolio.

КОМЕНТАРІ • 16

  • @harshkhubchandani4737
    @harshkhubchandani4737 11 місяців тому +5

    I don't know how to thank you for you phenomenal work, Thankyou Professor James.

    • @analystprep
      @analystprep  10 місяців тому

      Thanks for watching! If you like our video lessons, it would be appreciated if you could take 2 minutes of your time to leave us a Google review using this link: g.page/r/CQIlM78xSg01EB0/review

  • @Dansel_B
    @Dansel_B Рік тому +8

    Thank you so much, professor Forjan. i am really grateful for the precious time you are putting to make these invaluable educational videos on Finance available for us for free. god bless.

    • @analystprep
      @analystprep  Рік тому

      Many thanks! If you like our video lessons, it would be appreciated if you could leave us a review at www.trustpilot.com/review/analystprep.com

  • @rakesh8460
    @rakesh8460 5 місяців тому +2

    Los will start at below time
    Los A. 2.16
    Los B. 28.00
    Los C. 48.32
    Los D. 10.33
    Los E. 33.01
    Los F. 37.56
    Los G. 42.36
    Great video many thanks for your help and inputs Professor😊

  • @raphaelyounes4308
    @raphaelyounes4308 7 місяців тому +3

    I would like to thank you dearly for this video. Not only you explain very well, but also makes the long chapter funnier with your way of teaching. From a Brazilian level 1 candidate with no finance background in finance, i could not have found a better video to understand this topic.

    • @analystprep
      @analystprep  7 місяців тому

      Glad it was helpful! If you like our video lessons, it would be appreciated if you could leave us a review at www.trustpilot.com/review/analystprep.com

  • @radhikasharma5244
    @radhikasharma5244 2 місяці тому +1

    Thank You So Much Professor James.

  • @meetbhavsar1072
    @meetbhavsar1072 19 днів тому

    Thank you sir 😇

  • @danicamalhotra6544
    @danicamalhotra6544 7 місяців тому

    The little tricks for the Hp12C are so valuable! Especially since most tutorials are on the BAII calc. If possible, could you please share some more tricks for the 12C for us? maybe a separate video showing us some shortcuts or hidden abilities? Thank you so much!

  • @SN-dy2jr
    @SN-dy2jr 7 місяців тому +1

    Brilliant session ! Many thanks

    • @analystprep
      @analystprep  5 місяців тому

      Glad it was helpful! If you like our video lessons, it would be appreciated if you could leave us a review at www.trustpilot.com/review/analystprep.com

  • @shannonreneau
    @shannonreneau 6 місяців тому +1

    Thank you, I really enjoy.

    • @analystprep
      @analystprep  5 місяців тому

      Glad you enjoyed! If you like our video lessons, it would be appreciated if you could leave us a review at www.trustpilot.com/review/analystprep.com

  • @LewisRobinson828
    @LewisRobinson828 Рік тому

    i appreciate them

  • @LewisRobinson828
    @LewisRobinson828 Рік тому

    do u have part 2 2024? :) ur videos are still of help tho even if there were some typo errors with the calculation with the previous videos