Description

The different ways in which asset management companies operate, the impact that differing objectives have on how a portfolio is managed, and the differences between various types of funds, including ETFs.

Learning Objectives


  1. Determine how the asset management industry works and its various functions.
  2. Recall the investment management process.
  3. Identify asset classes.
  4. Recall the job roles, types of investors, and career opportunities in asset management.