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

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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.

[@raphaelyounes4308]

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]

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

[@Dansel_B]

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]

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

[@harshkhubchandani4737]

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

[@analystprep]

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[@shannonreneau]

Thank you, I really enjoy.

[@danicamalhotra6544]

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]

Brilliant session ! Many thanks

[@LewisRobinson828]

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

[@LewisRobinson828]

i appreciate them