• Portfolio Construction from Start to Finish - David Stendahl

    published: 06 Aug 2012
  • 16. Portfolio Management

    MIT 18.S096 Topics in Mathematics with Applications in Finance, Fall 2013 View the complete course: http://ocw.mit.edu/18-S096F13 Instructor: Jake Xia This lecture focuses on portfolio management, including portfolio construction, portfolio theory, risk parity portfolios, and their limitations. License: Creative Commons BY-NC-SA More information at http://ocw.mit.edu/terms More courses at http://ocw.mit.edu

    published: 06 Jan 2015
  • FI Portfolio Construction & Evaluation

    published: 08 Nov 2013
  • CFA Level I: Portfolio Management - Basics of Portfolio Planning and Construction LOS (a-d) Part I

    FinTree website link: http://www.fintreeindia.com FB Page link :http://www.facebook.com/Fin... This series of video covers the following key areas: -the reasons for a written investment policy statement (IPS); -the major components of an IPS; -risk and return objectives and how they may be developed for a client; -the willingness and the ability (capacity) to take risk in analyzing an investor’s financial risk tolerance; -the investment constraints of liquidity, time horizon, tax concerns, legal and regulatory factors, and unique circumstances and their implications for the choice of portfolio assets; -the specification of asset classes in relation to asset allocation; -the principles of portfolio construction and the role of asset allocation in relation to the IPS We love what ...

    published: 03 Sep 2016
  • CFA Level I Basics of Portfolio Planning and Construction Video Lecture by Mr. Arif Irfanullah

    This CFA Level I video covers concepts related to: • Investment Policy StatementMajor Components of IPSRisk and Return Objectives • Investment Constraints • Portfolio Construction For more updated CFA videos, Please visit www.arifirfanullah.com.

    published: 29 Sep 2011
  • The Alchemy of Finance: Portfolio Construction Strategies

    First there were 60/40 portfolios, then tactical asset allocation, then risk parity. Now, more powerful, Big Data-driven analytics have put risk factor strategies in the spotlight. Many investors are on a quest for a higher level of portfolio diversification and efficiency, having lived through the financial meltdown and become finely attuned to the perils of correlation among seemingly unrelated asset classes. The expert investors on this panel will discuss the tools and methods they use to address risk and volatility across global markets and how they see each of them fitting into the larger picture. Are alternative investments bringing the benefits they expected? What are the roles of private equity and hedge funds in the evolving landscape? What's the best bet for capital preservation,...

    published: 01 May 2015
  • Taking an actively different approach to portfolio construction

    Matt Willis (Vanguard National Sales Manager, Adviser Sales) introduces Vanguard's active capabilities, including how to blend index and active investment styles to build low–cost, diversified portfolios.

    published: 06 Mar 2017
  • Sector Investing: Essential Building Blocks for Portfolio Construction

    Sector investing can be a very productive approach for capturing alpha and diversifying exposure. While many investors believe simply picking any ETF or index will do, informed investors understand that the underlying index is a key component to managing exposure and performance. What do investors need to understand about sector investing, and how can they help solidify a portfolio? Listen as MSCI, Fidelity and ETF.com sit down to explore why sector investing is one of the fastest-growing areas of the market today and how it can be used as a core component in portfolio construction. This 60-minute webinar will focus on: • Why sectors make sense in today's market • The evolving marketplace—why clients are interested in sectors now more than ever • Best practices for sector due diligen...

    published: 06 Jan 2017
  • Portfolio Construction using R

    Create a portfolio of stocks using stock price histories downloaded from Yahoo. We create an efficient frontier for a long-only portfolio and show how to graphically display the risk-return tradeoff and the allocations. We next show how to compare frontiers created with other constraints and compare them to the original long-only frontier the R code is available on http://wp.me/pTp8L-3j

    published: 24 Aug 2012
  • Investment Strategies and Portfolio Construction using Exchange Traded Funds

    Exchange Traded Funds (ETFs) are great building blocks for a simple, diversified, balanced fund portfolio; one that is more than just a Top40 ETF, but also includes some bonds, property, cash, commodities etc. This JSE Power Hour / JustOneLap webcast on ETFs provides an introduction to these versatile investments and ideas on how construct a portfolio using only ETFs and ETNs. The presentation uses easy-to-understand analogies to de-mystify investment jargon, making it equally accessible to both professionals and the layman alike.

    published: 28 May 2013
  • VsCap: How to construct the best portfolio

    A video using excel to create a portfolio and calculate the Sharpe Ratio, volatility and quantitatively pick the most optimal weights for your stocks. Although there are many various permutations to calculate this, the above example uses the Excel Solver function in Excel.

    published: 29 Apr 2011
  • Modern Portfolio Construction workshop

    Here is my presentation 'Construction of the Modern Portfolio'. This video is meant for wholesalers at CI and internal staff. The presentation and workshop itself is best suited for IIROC-licensed advisors making the transition from 'traditional transaction-based business' to a 'fee-based practice'. The thesis behind the workshop is that we will be helping advisors shape ideology on the construction of modern portfolios. Because they may be new to fee-based, but it is not new to the industry. Incorporating all 3 strategies: beta, smart-beta, and alpha - is the new best-fit approach to creating 'efficient models'. An advisor who is cognizant of cost, while remaining product agnostic, will be the most likely to survive.

    published: 05 Nov 2016
  • MATLAB for Portfolio Construction: Smart Beta - MATLAB Video

    Standard asset allocation problems such as mean variance or conditional value at risk can be easily developed and solved using MATLAB® and Financial Toolbox™. Download a Trial of MATLAB: https://goo.gl/C2Y9A5 Learn More About MATLAB Financial Services Solutions: http://goo.gl/j6MNHr Other portfolio construction methods that may have a custom risk measurement or satisfy a different trading style or mandate can also be solved using MATLAB and toolboxes such as Optimization Toolbox™. Many modern investors are following a new approach called Smart Beta - finding alternative weights for indices that are not based around market capitalization. One of these approaches is risk parity, where a portfolio is constructed with each asset having equal contributions to total portfolio risk.

    published: 10 May 2016
  • Chapter 1 of 4 - Choosing assets for investments; Portfolio construction

    Yuri Bender, editor-in-chief of PWM, speaks to Eric Verleyen, SGPB Hambros's chief investment officer, about the effects of US economic policy and consumer spending on bond and equity allocations.

    published: 10 Apr 2014
  • Portfolio Construction

    The third video clip of the Video Series provides viewers a window into the Innealta Capital "Portfolio Construction."

    published: 08 Apr 2014
  • Equity Portfolio Construction Part 1

    Balaji Vaidyanath from Sundaram AMC where he works as a fund manager in its PMS wing speaks about, investment process and construction of an equity portfolio at the Chennai Investor Education Workshop on Financial Planning and Goal-based investing. The workshop was jointly organised by Srinivasan Sundararaman of MoneyKare, Wealth Managers, and myself and was partially sponsored by Sundaram AMC.

    published: 01 Dec 2014
Portfolio Construction from Start to Finish - David Stendahl

Portfolio Construction from Start to Finish - David Stendahl

  • Order:
  • Duration: 52:12
  • Updated: 06 Aug 2012
  • views: 4745
videos
https://wn.com/Portfolio_Construction_From_Start_To_Finish_David_Stendahl
16. Portfolio Management

16. Portfolio Management

  • Order:
  • Duration: 1:28:38
  • Updated: 06 Jan 2015
  • views: 152978
videos
MIT 18.S096 Topics in Mathematics with Applications in Finance, Fall 2013 View the complete course: http://ocw.mit.edu/18-S096F13 Instructor: Jake Xia This lecture focuses on portfolio management, including portfolio construction, portfolio theory, risk parity portfolios, and their limitations. License: Creative Commons BY-NC-SA More information at http://ocw.mit.edu/terms More courses at http://ocw.mit.edu
https://wn.com/16._Portfolio_Management
FI Portfolio Construction & Evaluation

FI Portfolio Construction & Evaluation

  • Order:
  • Duration: 18:20
  • Updated: 08 Nov 2013
  • views: 2598
videos
https://wn.com/Fi_Portfolio_Construction_Evaluation
CFA Level I: Portfolio Management - Basics of Portfolio Planning and Construction  LOS (a-d) Part I

CFA Level I: Portfolio Management - Basics of Portfolio Planning and Construction LOS (a-d) Part I

  • Order:
  • Duration: 15:20
  • Updated: 03 Sep 2016
  • views: 902
videos
FinTree website link: http://www.fintreeindia.com FB Page link :http://www.facebook.com/Fin... This series of video covers the following key areas: -the reasons for a written investment policy statement (IPS); -the major components of an IPS; -risk and return objectives and how they may be developed for a client; -the willingness and the ability (capacity) to take risk in analyzing an investor’s financial risk tolerance; -the investment constraints of liquidity, time horizon, tax concerns, legal and regulatory factors, and unique circumstances and their implications for the choice of portfolio assets; -the specification of asset classes in relation to asset allocation; -the principles of portfolio construction and the role of asset allocation in relation to the IPS We love what we do, and we make awesome video lectures for CFA and FRM exams. Our Video Lectures are comprehensive, easy to understand and most importantly, fun to study with! This Video lecture was recorded by our popular trainer for CFA, Mr. Utkarsh Jain, during one of his live CFA Level I Classes in Pune (India).
https://wn.com/Cfa_Level_I_Portfolio_Management_Basics_Of_Portfolio_Planning_And_Construction_Los_(A_D)_Part_I
CFA Level I Basics of Portfolio Planning and Construction Video Lecture by Mr. Arif Irfanullah

CFA Level I Basics of Portfolio Planning and Construction Video Lecture by Mr. Arif Irfanullah

  • Order:
  • Duration: 30:12
  • Updated: 29 Sep 2011
  • views: 16299
videos
This CFA Level I video covers concepts related to: • Investment Policy StatementMajor Components of IPSRisk and Return Objectives • Investment Constraints • Portfolio Construction For more updated CFA videos, Please visit www.arifirfanullah.com.
https://wn.com/Cfa_Level_I_Basics_Of_Portfolio_Planning_And_Construction_Video_Lecture_By_Mr._Arif_Irfanullah
The Alchemy of Finance: Portfolio Construction Strategies

The Alchemy of Finance: Portfolio Construction Strategies

  • Order:
  • Duration: 1:01:33
  • Updated: 01 May 2015
  • views: 2651
videos
First there were 60/40 portfolios, then tactical asset allocation, then risk parity. Now, more powerful, Big Data-driven analytics have put risk factor strategies in the spotlight. Many investors are on a quest for a higher level of portfolio diversification and efficiency, having lived through the financial meltdown and become finely attuned to the perils of correlation among seemingly unrelated asset classes. The expert investors on this panel will discuss the tools and methods they use to address risk and volatility across global markets and how they see each of them fitting into the larger picture. Are alternative investments bringing the benefits they expected? What are the roles of private equity and hedge funds in the evolving landscape? What's the best bet for capital preservation, consistency and outperformance in 2015 and beyond?
https://wn.com/The_Alchemy_Of_Finance_Portfolio_Construction_Strategies
Taking an actively different approach to portfolio construction

Taking an actively different approach to portfolio construction

  • Order:
  • Duration: 22:09
  • Updated: 06 Mar 2017
  • views: 237
videos
Matt Willis (Vanguard National Sales Manager, Adviser Sales) introduces Vanguard's active capabilities, including how to blend index and active investment styles to build low–cost, diversified portfolios.
https://wn.com/Taking_An_Actively_Different_Approach_To_Portfolio_Construction
Sector Investing: Essential Building Blocks for Portfolio Construction

Sector Investing: Essential Building Blocks for Portfolio Construction

  • Order:
  • Duration: 59:21
  • Updated: 06 Jan 2017
  • views: 33
videos
Sector investing can be a very productive approach for capturing alpha and diversifying exposure. While many investors believe simply picking any ETF or index will do, informed investors understand that the underlying index is a key component to managing exposure and performance. What do investors need to understand about sector investing, and how can they help solidify a portfolio? Listen as MSCI, Fidelity and ETF.com sit down to explore why sector investing is one of the fastest-growing areas of the market today and how it can be used as a core component in portfolio construction. This 60-minute webinar will focus on: • Why sectors make sense in today's market • The evolving marketplace—why clients are interested in sectors now more than ever • Best practices for sector due diligence
https://wn.com/Sector_Investing_Essential_Building_Blocks_For_Portfolio_Construction
Portfolio Construction using R

Portfolio Construction using R

  • Order:
  • Duration: 7:58
  • Updated: 24 Aug 2012
  • views: 17154
videos
Create a portfolio of stocks using stock price histories downloaded from Yahoo. We create an efficient frontier for a long-only portfolio and show how to graphically display the risk-return tradeoff and the allocations. We next show how to compare frontiers created with other constraints and compare them to the original long-only frontier the R code is available on http://wp.me/pTp8L-3j
https://wn.com/Portfolio_Construction_Using_R
Investment Strategies and Portfolio Construction using Exchange Traded Funds

Investment Strategies and Portfolio Construction using Exchange Traded Funds

  • Order:
  • Duration: 54:13
  • Updated: 28 May 2013
  • views: 3687
videos
Exchange Traded Funds (ETFs) are great building blocks for a simple, diversified, balanced fund portfolio; one that is more than just a Top40 ETF, but also includes some bonds, property, cash, commodities etc. This JSE Power Hour / JustOneLap webcast on ETFs provides an introduction to these versatile investments and ideas on how construct a portfolio using only ETFs and ETNs. The presentation uses easy-to-understand analogies to de-mystify investment jargon, making it equally accessible to both professionals and the layman alike.
https://wn.com/Investment_Strategies_And_Portfolio_Construction_Using_Exchange_Traded_Funds
VsCap: How to construct the best portfolio

VsCap: How to construct the best portfolio

  • Order:
  • Duration: 10:11
  • Updated: 29 Apr 2011
  • views: 23890
videos
A video using excel to create a portfolio and calculate the Sharpe Ratio, volatility and quantitatively pick the most optimal weights for your stocks. Although there are many various permutations to calculate this, the above example uses the Excel Solver function in Excel.
https://wn.com/Vscap_How_To_Construct_The_Best_Portfolio
Modern Portfolio Construction workshop

Modern Portfolio Construction workshop

  • Order:
  • Duration: 24:18
  • Updated: 05 Nov 2016
  • views: 33
videos
Here is my presentation 'Construction of the Modern Portfolio'. This video is meant for wholesalers at CI and internal staff. The presentation and workshop itself is best suited for IIROC-licensed advisors making the transition from 'traditional transaction-based business' to a 'fee-based practice'. The thesis behind the workshop is that we will be helping advisors shape ideology on the construction of modern portfolios. Because they may be new to fee-based, but it is not new to the industry. Incorporating all 3 strategies: beta, smart-beta, and alpha - is the new best-fit approach to creating 'efficient models'. An advisor who is cognizant of cost, while remaining product agnostic, will be the most likely to survive.
https://wn.com/Modern_Portfolio_Construction_Workshop
MATLAB for Portfolio Construction: Smart Beta - MATLAB Video

MATLAB for Portfolio Construction: Smart Beta - MATLAB Video

  • Order:
  • Duration: 5:34
  • Updated: 10 May 2016
  • views: 934
videos
Standard asset allocation problems such as mean variance or conditional value at risk can be easily developed and solved using MATLAB® and Financial Toolbox™. Download a Trial of MATLAB: https://goo.gl/C2Y9A5 Learn More About MATLAB Financial Services Solutions: http://goo.gl/j6MNHr Other portfolio construction methods that may have a custom risk measurement or satisfy a different trading style or mandate can also be solved using MATLAB and toolboxes such as Optimization Toolbox™. Many modern investors are following a new approach called Smart Beta - finding alternative weights for indices that are not based around market capitalization. One of these approaches is risk parity, where a portfolio is constructed with each asset having equal contributions to total portfolio risk.
https://wn.com/Matlab_For_Portfolio_Construction_Smart_Beta_Matlab_Video
Chapter 1 of 4 - Choosing assets for investments; Portfolio construction

Chapter 1 of 4 - Choosing assets for investments; Portfolio construction

  • Order:
  • Duration: 5:48
  • Updated: 10 Apr 2014
  • views: 263
videos
Yuri Bender, editor-in-chief of PWM, speaks to Eric Verleyen, SGPB Hambros's chief investment officer, about the effects of US economic policy and consumer spending on bond and equity allocations.
https://wn.com/Chapter_1_Of_4_Choosing_Assets_For_Investments_Portfolio_Construction
Portfolio Construction

Portfolio Construction

  • Order:
  • Duration: 2:56
  • Updated: 08 Apr 2014
  • views: 737
videos
The third video clip of the Video Series provides viewers a window into the Innealta Capital "Portfolio Construction."
https://wn.com/Portfolio_Construction
Equity Portfolio Construction Part 1

Equity Portfolio Construction Part 1

  • Order:
  • Duration: 30:22
  • Updated: 01 Dec 2014
  • views: 2198
videos
Balaji Vaidyanath from Sundaram AMC where he works as a fund manager in its PMS wing speaks about, investment process and construction of an equity portfolio at the Chennai Investor Education Workshop on Financial Planning and Goal-based investing. The workshop was jointly organised by Srinivasan Sundararaman of MoneyKare, Wealth Managers, and myself and was partially sponsored by Sundaram AMC.
https://wn.com/Equity_Portfolio_Construction_Part_1
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