Course curriculum

  • 1

    Free Sample

  • 2

    PMT Course Update Message

    • PMT Study Notes Introduction
  • 3

    Chapter 1 - Portfolio Management: Overview

    • PMT Chapter 1 Summary
  • 4

    Chapter 2 - Ethics and Portfolio Management

    • PMT Chapter 2 Summary
  • 5

    Chapter 3 - The Institutional Investor

    • PMT Chapter 3 Summary
  • 6

    Chapter 4 - The Investment Management Firm

    • PMT Chapter 4 Summary
  • 7

    Chapter 5 - The Front, Middle and Back Offices

    • PMT Chapter 5 Summary
  • 8

    Chapter 6 - Managing Equity Portfolios

    • PMT Chapter 6 Summary
  • 9

    Chapter 7 - Managing Fixed-Income Portfolios: Trading Operations, Management Styles, and Box Trades

    • PMT Chapter 7 Summary
  • 10

    Chapter 8 - Managing Fixed Income Portfolios: Other Bond Portfolio Construction Techniques, High Yield Bonds, and ETFs

    • PMT Chapter 8 Summary
  • 11

    Chapter 9 - The Permitted Uses of Derivatives by Mutual Funds

    • PMT Chapter 9 Summary
  • 12

    Chapter 10 - Creating New Portfolio Management Mandates

    • PMT Chapter 10 Summary
  • 13

    Chapter 11 - Alternative Investments

    • PMT Chapter 11 Summary
  • 14

    Chapter 12 - Client Portfolio Reporting and Performance Attribution

    • PMT Chapter 12 Summary