Portfolio Management Strategies

Exam Weight: ~8 questions (6% of exam)

Portfolio management strategies translate investment theory into practical approaches for constructing and maintaining client portfolios. This unit covers asset allocation approaches, management styles, specific portfolio techniques, and bond strategies.

Video Resources

Live 1-on-1 tutoring with Dean Tinney ↗


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What You'll Learn

  • Strategies: strategic, tactical, and dynamic asset allocation, and rebalancing triggers
  • Styles: active vs. passive management, growth vs. value investing, income investing, and capital appreciation
  • Techniques: diversification, sector rotation, dollar-cost averaging, options hedging, leveraging, volatility management, inverse strategies, and high-frequency trading
  • Bond Portfolio Strategies: barbell, bullet, ladder, and buy-and-hold approaches to managing interest rate risk