Portfolio Management: An Overview (2021 Level I CFA® Exam – Reading 48)

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Reading 48 – Portfolio Management: An Overview
– LOS a: describe the portfolio approach to investing https://bit.ly/2TItFhA
– LOS b: describe types of investors and distinctive characteristics and needs of each https://bit.ly/2RiuWPw
– LOS c: describe defined contribution and defined benefit pension plans https://bit.ly/2SLWPfF
– LOS d: describe the steps in the portfolio management process https://bit.ly/2FmUYKh
– LOS e: describe aspects of the asset management industry https://bit.ly/2EXWW2n
– LOS f: describe mutual funds and compare them with other pooled investment products https://bit.ly/2Fp3TLd

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