Browse CFA Level 1 Essentials

Chapter 10: Portfolio Management

Chapter 10: Portfolio Management explains the core concepts, key definitions, and practical implications you need for solid analysis. It highlights common pitfalls and the intuition behind the methods so the results are interpreted correctly.

In this section

  • Portfolio Risk and Return: Part I
    Portfolio Risk and Return: Part I: Explains Major Asset Classes and Characteristics and Risk Aversion and Utility Theory with clear explanations, key formulas, and worked examples, plus practice questions with explanations for CFA Level 1.
  • Portfolio Risk and Return: Part II
    Portfolio Risk and Return: Part II: Explains Combining a Risk-Free Asset with Risky Assets and CAL vs. CML with clear explanations, key formulas, and worked examples, plus practice questions with explanations for CFA Level 1.
  • Portfolio Management: An Overview
    Portfolio Management: An Overview: Explains The Portfolio Approach to Investing and Steps in the Portfolio Management Process with clear explanations, key formulas, and worked examples, plus practice questions with explanations for CFA Level 1.
  • Basics of Portfolio Planning and Construction
    Basics of Portfolio Planning and Construction: Explains Major Components of the IPS and Risk & Return Objectives with clear explanations, key formulas, and worked examples, plus practice questions with explanations for CFA Level 1.
  • The Behavioral Biases of Individuals
    The Behavioral Biases of Individuals: Exam-style multiple-choice practice with detailed explanations to reinforce key definitions, decision steps, and common traps for CFA Level 1.
  • Introduction to Risk Management
    Introduction to Risk Management: Explains Defining Risk Management and Features of a Risk Management Framework with clear explanations, key formulas, and worked examples, plus practice questions with explanations for CFA Level 1.

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Chapter 9: Alternative Investments