UNIT DESCRIPTION
This paper is intended to equip the candidate with the knowledge, skills and attitudes that will
enable him/her to apply advanced financial techniques and methods in portfolio management.
LEARNING OUTCOMES
A candidate who passes this paper should be able to:
• Develop investment policy statement for individual and institutional investors
• Construct a portfolio using different asset classes
• Analyse different strategies used to manage a portfolio of different asset classes
• Apply trade execution decisions and techniques in portfolio management
• Undertake portfolio monitoring and rebalancing processes
• Evaluate the performance of a portfolio.
