• 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
  • 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
  • FI Portfolio Construction & Evaluation

    published: 08 Nov 2013
  • Portfolio Construction

    Training on Portfolio Construction by Vamsidhar Ambatipudi

    published: 09 Aug 2017
  • 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
  • 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
  • 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
  • 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
  • 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: 30 Apr 2011
  • Portfolio Construction Process

    John Cunniff, Managing Director TIAA Investments provides an overview of the TIAA-CREF Lifecycle Funds’ portfolio construction process and how it is designed to bring you through retirement.

    published: 24 Oct 2017
  • Portfolio Construction: Risks and Opportunities

    Group CIO Dan Ivascyn discusses how PIMCO is seeking opportunities while managing risks in the current macro environment in areas including inflation hedging, credit and emerging Markets. For more information, visit pimco.com Follow us for insights on economies, markets and investing: Twitter: https://twitter.com/pimco LinkedIn: http://www.linkedin.com/company/pimco Facebook: http://www.facebook.com/pimco Blog: http://blog.pimco.com Terms and conditions: pimco.com/socialmedia

    published: 07 Dec 2016
  • How to Build an All-Weather Portfolio

    This 13 minute video is a brief description of how we build a resilient, all-weather portfolio that can carry you through whatever storms may come our way.

    published: 19 Dec 2013
  • 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
  • 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
  • Construction Portfolio Presentation

    DOWNLOAD HERE: http://videohive.net/item/construction-portfolio-presentation/12238910?ref=ZuzuZa Hello, my dear friends and colleagues, today I’m glad to present you my new AE template – Construction Portfolio Presentation. Great for clean and professional presentation of your construction company or business, for quarterly report of your company and much more. Project is well structured and has modular structure for faster editing. There are also user-friendly handles for graph editing and global color selectors in the project. And BONUS: 100 animated icons for you!

    published: 04 Aug 2015
  • 41. CFA Level 1 Portfolio Management - Portfolio Planning and Construction - LOSe to LOSg

    All 10 Level 1 topics are available on this channel. If you like what I am doing, then be a friend: 1. Click subscribe so that you will be notified of all new uploads 2. Click like (the more likes these videos get, the better they show up in search results) 3. Don't click dislike!! That does not help me improve the content and delivery. If you don't like something, leave a comment, politely of course. 4. Click Share - help other find what you have found.

    published: 03 May 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
  • 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
  • Constructing your investment portfolio

    Michael talks about portfolio construction and the pitfalls involved in building your investment portfolio

    published: 12 Aug 2016
  • GTAA21 - Stock selection and spread portfolio construction

    This clip is part of Professor Campbell Harvey's advanced MBA elective on Global Asset Allocation and Stock Selection

    published: 12 Oct 2009
  • FRM Level 2 | Portfolio Construction (Risk Management and Investment Management) | Part 2 | 2017

    CFA | FRM | SFM | Excel Live Classes | Videos Available Globally For Details: www.aswinibajaj.com WhatsApp: +91 9830497377 & we shall get back to you. E-mail: me@aswinibajaj.com Hope you had a great learning experience! Do Like and Subscribe! And check our other videos on Finance (CFA, FRM, SFM), Resume making, Career options, etc. Click to access playlist. https://www.youtube.com/channel/UCyt8himITSzS0U9ktWIxc8g/playlists Thank you.

    published: 20 Mar 2017
  • Portfolio construction using ETFs

    Nerina Visser, head of Beta Solutions at Nedbank Capital, explains...

    published: 12 Jun 2012
  • Guggenheim Investment Process - Portfolio Construction

    Anne Walsh, Assistant CIO, Fixed Income, and Eric Palley, Portfolio Construction Group Managing Director, explain that the Portfolio Construction Group conducts portfolio level risk analysis and modeling. http://gugg.gp/2hewLe2

    published: 07 Dec 2016
developed with YouTube
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: 6293
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: 225454
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
The Alchemy of Finance: Portfolio Construction Strategies

The Alchemy of Finance: Portfolio Construction Strategies

  • Order:
  • Duration: 1:01:33
  • Updated: 01 May 2015
  • views: 3474
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
FI Portfolio Construction & Evaluation

FI Portfolio Construction & Evaluation

  • Order:
  • Duration: 18:20
  • Updated: 08 Nov 2013
  • views: 4286
videos
https://wn.com/Fi_Portfolio_Construction_Evaluation
Portfolio Construction

Portfolio Construction

  • Order:
  • Duration: 36:34
  • Updated: 09 Aug 2017
  • views: 84
videos
Training on Portfolio Construction by Vamsidhar Ambatipudi
https://wn.com/Portfolio_Construction
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: 2941
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
Equity Portfolio Construction Part 1

Equity Portfolio Construction Part 1

  • Order:
  • Duration: 30:22
  • Updated: 01 Dec 2014
  • views: 3158
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
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: 4189
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
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: 426
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
VsCap: How to construct the best portfolio

VsCap: How to construct the best portfolio

  • Order:
  • Duration: 10:11
  • Updated: 30 Apr 2011
  • views: 24651
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
Portfolio Construction Process

Portfolio Construction Process

  • Order:
  • Duration: 2:23
  • Updated: 24 Oct 2017
  • views: 20
videos
John Cunniff, Managing Director TIAA Investments provides an overview of the TIAA-CREF Lifecycle Funds’ portfolio construction process and how it is designed to bring you through retirement.
https://wn.com/Portfolio_Construction_Process
Portfolio Construction: Risks and Opportunities

Portfolio Construction: Risks and Opportunities

  • Order:
  • Duration: 3:46
  • Updated: 07 Dec 2016
  • views: 785
videos
Group CIO Dan Ivascyn discusses how PIMCO is seeking opportunities while managing risks in the current macro environment in areas including inflation hedging, credit and emerging Markets. For more information, visit pimco.com Follow us for insights on economies, markets and investing: Twitter: https://twitter.com/pimco LinkedIn: http://www.linkedin.com/company/pimco Facebook: http://www.facebook.com/pimco Blog: http://blog.pimco.com Terms and conditions: pimco.com/socialmedia
https://wn.com/Portfolio_Construction_Risks_And_Opportunities
How to Build an All-Weather Portfolio

How to Build an All-Weather Portfolio

  • Order:
  • Duration: 13:31
  • Updated: 19 Dec 2013
  • views: 9914
videos
This 13 minute video is a brief description of how we build a resilient, all-weather portfolio that can carry you through whatever storms may come our way.
https://wn.com/How_To_Build_An_All_Weather_Portfolio
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: 2130
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
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: 70
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
Construction Portfolio Presentation

Construction Portfolio Presentation

  • Order:
  • Duration: 4:47
  • Updated: 04 Aug 2015
  • views: 1086
videos
DOWNLOAD HERE: http://videohive.net/item/construction-portfolio-presentation/12238910?ref=ZuzuZa Hello, my dear friends and colleagues, today I’m glad to present you my new AE template – Construction Portfolio Presentation. Great for clean and professional presentation of your construction company or business, for quarterly report of your company and much more. Project is well structured and has modular structure for faster editing. There are also user-friendly handles for graph editing and global color selectors in the project. And BONUS: 100 animated icons for you!
https://wn.com/Construction_Portfolio_Presentation
41.  CFA Level 1 Portfolio Management - Portfolio Planning and Construction -  LOSe to LOSg

41. CFA Level 1 Portfolio Management - Portfolio Planning and Construction - LOSe to LOSg

  • Order:
  • Duration: 15:23
  • Updated: 03 May 2016
  • views: 3785
videos
All 10 Level 1 topics are available on this channel. If you like what I am doing, then be a friend: 1. Click subscribe so that you will be notified of all new uploads 2. Click like (the more likes these videos get, the better they show up in search results) 3. Don't click dislike!! That does not help me improve the content and delivery. If you don't like something, leave a comment, politely of course. 4. Click Share - help other find what you have found.
https://wn.com/41._Cfa_Level_1_Portfolio_Management_Portfolio_Planning_And_Construction_Lose_To_Losg
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: 18947
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
Portfolio Construction using R

Portfolio Construction using R

  • Order:
  • Duration: 7:58
  • Updated: 24 Aug 2012
  • views: 22254
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
Constructing your investment portfolio

Constructing your investment portfolio

  • Order:
  • Duration: 5:28
  • Updated: 12 Aug 2016
  • views: 455
videos
Michael talks about portfolio construction and the pitfalls involved in building your investment portfolio
https://wn.com/Constructing_Your_Investment_Portfolio
GTAA21 - Stock selection and spread portfolio construction

GTAA21 - Stock selection and spread portfolio construction

  • Order:
  • Duration: 8:48
  • Updated: 12 Oct 2009
  • views: 700
videos
This clip is part of Professor Campbell Harvey's advanced MBA elective on Global Asset Allocation and Stock Selection
https://wn.com/Gtaa21_Stock_Selection_And_Spread_Portfolio_Construction
FRM Level 2 |  Portfolio Construction (Risk Management and Investment Management) | Part 2 | 2017

FRM Level 2 | Portfolio Construction (Risk Management and Investment Management) | Part 2 | 2017

  • Order:
  • Duration: 1:49:26
  • Updated: 20 Mar 2017
  • views: 767
videos
CFA | FRM | SFM | Excel Live Classes | Videos Available Globally For Details: www.aswinibajaj.com WhatsApp: +91 9830497377 & we shall get back to you. E-mail: me@aswinibajaj.com Hope you had a great learning experience! Do Like and Subscribe! And check our other videos on Finance (CFA, FRM, SFM), Resume making, Career options, etc. Click to access playlist. https://www.youtube.com/channel/UCyt8himITSzS0U9ktWIxc8g/playlists Thank you.
https://wn.com/Frm_Level_2_|_Portfolio_Construction_(Risk_Management_And_Investment_Management)_|_Part_2_|_2017
Portfolio construction using ETFs

Portfolio construction using ETFs

  • Order:
  • Duration: 3:04
  • Updated: 12 Jun 2012
  • views: 383
videos
Nerina Visser, head of Beta Solutions at Nedbank Capital, explains...
https://wn.com/Portfolio_Construction_Using_Etfs
Guggenheim Investment Process - Portfolio Construction

Guggenheim Investment Process - Portfolio Construction

  • Order:
  • Duration: 1:50
  • Updated: 07 Dec 2016
  • views: 332
videos
Anne Walsh, Assistant CIO, Fixed Income, and Eric Palley, Portfolio Construction Group Managing Director, explain that the Portfolio Construction Group conducts portfolio level risk analysis and modeling. http://gugg.gp/2hewLe2
https://wn.com/Guggenheim_Investment_Process_Portfolio_Construction
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