12: Portfolio Management and Reporting

Course Description

Understand the historical relationship between investment risk and return. Recognize risks which are diversifiable and those which are not. Review modern portfolio theory, the efficient markets hypothesis, and the insights of behavioral finance. Explore security selection techniques and risk-adjusted return measures. Prepare a sample investment report to understand how key statistics are calculated and used to evaluate the effectiveness of the investment program.

Lessons

1: Understanding Risk and Return

2: Review Modern Portfolio Theory and Behavioral Finance

3: Evaluate Security Selection Techniques

4: Risk-Adjusted Returns and Investment Reporting

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$995 for students, governments and non-profits


$1650 for corporate and for-profit entities


Group pricing for teams of 5 or more

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Course Requirements

Prerequisites

There are no prerequisites for this course.

Program Level

Basic

Field of Study

Finance

Credit Hours

1.5


Course Instructor

Marcia Clark, CFA

Senior Research Analyst for Warren Street Wealth Advisors & Full-time Faculty at California State University, Fullerton.,

Bio

Marcia leverages decades of investment experience and an advanced academic background in her role as senior research analyst and investment committee member for Warren Street Wealth Advisors. Marcia is also a full-time faculty at California State University, Fullerton where she manages the Titan Capital Management student investment program. Marcia began her investment career in 1984 with PIMCO, an institutional asset management firm based in Newport Beach, where she filled many roles from performance analyst to senior vice president and account manager. In 2008, Marcia transitioned to Director of the Allianz GI Academy, the professional development arm of PIMCO’s parent company Allianz Global Investors. She managed the AllianzGI Academy until 2011, when she retired to become a full-time faculty at California State University, Fullerton. From 2016 to 2018, Marcia also served as Chief Learning Officer and Course Designer for the Fixed Income Academy (FIA), an online professional development platform for public fund and institutional investors. Her work with FIA provided a unique opportunity to share best practices from academia and industry while ensuring her investment knowledge remained current with the ever-changing financial marketplace. Marcia earned the Chartered Financial Analyst designation in 1999, and in 2001 was awarded a masters degree in business administration from the Anderson School of Management at UCLA.