This module looks into the major asset classes and how these are combined to form investment portfolios. The different asset allocation strategies are also examined along with the ways to measure and attribute portfolio performance. Furthermore, portfolio specific issues such as ethical investing and behavioural finance are also studied. The course shows how financial products are used in modern day banking. This course is closely linked to the banking world and forms an intergral part of the CISI MSc in Wealth Management. Upon completing this course, students will have acquired an in-depth knowledge of the fundamentals of portfolio construction.
Successful completion of the CISI exam on this topic is a major asset when applying for banking jobs, especially in the wealth and asset management industry.