Paper No. 15 Advanced Portfolio Management

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.