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, and specific portfolio techniques.
What You'll Learn
- Strategies: strategic and tactical 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