Portfolio Management and Professional Standards

Asian Institute of Management: PMPS
Author: Busto, Felixberto
Source: Asian Institute of Management, Eugenio López Foundation
Year: 2006

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Abstract:

This syllabus is available for download below to all CasePlace.org users. The course is a functional course designed for students who are interested in pursuing a career as fund managers or investment counselors. While it will review/introduce non-traditional investment options and tools for evaluating these options, the greater bulk of the course will deal with Portfolio Management Theory and its applications to different types of investors and institutions. Portfolio theory departs from traditional investment analysis in shifting emphasis from analyzing specific characteristics (i.e., risk and return) of individual securities to determining the statistical relationships (e.g., covariance and correlation)among the individual securities that comprise the overall portfolio. In the latter part of the course, the ethical and professional standards which govern the practice of the portfolio manager in the global arena will be introduced. For the most part, these will be the standards required under the AIMR's Code of Ethics, Standards of Professional Conduct and the Global Investment Performance Standards.