WEBINAR: Practitioners’ Insights - Portfolio Management

Natalie Yiu    Swati Kulkarni, CFA, Shreenivas Kunte CFA, CIPM
17 Jul 2019
Category: Investment Management

Country or region: Asia Pacific (Overall)

Summary:
Building a portfolio of companies and other assets requires not only skills in analysis and forecasting for individual companies, but also knowledge of portfolio construction techniques, investment styles and risk management. (Video: 1 hr 13 min.)

 

Abstract

Building a portfolio of companies and other valuable assets for serving investor interest is considered by many as the holy grail of investing. Analysing, forecasting, and investing in one company is difficult enough. How does one go about investing and managing money for a group of assets? Join this webinar to get a ring side view of portfolio management from Swati Kulkarni, CFA, senior portfolio manager and executive vice president at UTI Asset Management Company Ltd.

This webinar will provide an understanding of the following:

  • Buy side research process
  • Investment styles
  • Portfolio construction techniques and investment philosophy
  • Risk management framework

This webinar qualifies for 1 CE credit under the guidelines of the CFA Institute Continuing Education Program. 
We encourage CFA Institute members to log in to the CE tracking tool to self-document these credits.



Date of original publication:

07/04/2019

Video Title

WEBINAR: Practitioners’ Insights - Portfolio Management

Video URL
https://www.arx.cfa/videos/38-Practitioners_Insights_Portfolio_Management.mp4



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