Mydra logo
Finance
New York Institute of Finance logo

New York Institute of Finance

Portfolio Management and Duration

  • up to 1 hour
  • Beginner

This introductory course on Portfolio Management and Duration offers a comprehensive understanding of investment strategies and risk assessment. Learn how to define and mix duration to meet clients' investment objectives, making it an essential course for new private bankers, wealth advisors, and portfolio managers.

  • Portfolio Management
  • Duration
  • Risk Assessment

Overview

In this course, you will gain a foundational understanding of portfolio management and duration. You will learn to define duration, immunize a portfolio, and assess risks associated with duration. The course is designed to help new private bankers, wealth advisors, and portfolio managers enhance their skills in managing investments effectively.

  • Web Streamline Icon: https://streamlinehq.com
    Online
    course location
  • Layers 1 Streamline Icon: https://streamlinehq.com
    English
    course language
  • Self-paced
    course format
  • Live classes
    delivered online

Who is this course for?

New Private Bankers

Individuals entering the private banking sector who need to understand portfolio management and duration.

New Wealth Advisors

Advisors who are expanding their knowledge to cover broader wealth solutions.

New Portfolio Managers

Professionals managing investment portfolios who need to understand duration and risk.

This course provides essential knowledge on portfolio management and duration, crucial for new private bankers, wealth advisors, and portfolio managers. It covers key concepts like investment strategy and risk assessment, helping learners advance their careers in finance.

Pre-Requisites

1 / 1

  • This course has no prerequisites.

What will you learn?

Portfolio Management and Duration
Defining duration, immunizing a portfolio, duration of stocks, mixing duration, duration and risk. Understand the factors that immunize a portfolio and assess the risks associated with duration.

Upcoming cohorts

  • Dates

    start now

$89