Portfolio Management: An Overview (2025 Level I CFA® Exam – PM – Module 1)

Prep Packages for the CFA® Program offered by AnalystPrep (study notes, video lessons, question bank, mock exams, and much more): Level I: https://analystprep.com/shop/cfa-level-1-learn-practice-package/ Level II: https://analystprep.com/shop/learn-practice-package-for-level-ii-of-the-cfa-exam-by-analystprep/ Levels I, II & III (Lifetime access): https://analystprep.com/shop/cfa-unlimited-package-for-level-1-2-3/ Prep Packages for the FRM® Program: FRM Part I & Part II (Lifetime access): https://analystprep.com/shop/unlimited-package-for-frm-part-i-part-ii/ Topic 9 – Portfolio Management Module 1 – Portfolio Management: An Overview 0:00 Introduction and Learning Outcome Statements 1:36 LOS: Describe the portfolio approach to investing. 19:57 LOS: Describe types of investors and distinctive characteristics and needs of each. 32:15 LOS: Describe defined contribution and defined benefit pension plans. 9:25 LOS: Describe the steps in the portfolio management process. 33:37 LOS: Describe aspects of the asset management industry. 40:56 LOS: Describe mutual funds and compare them with other pooled investment products.