CFA Level 1 – Portfolio Risk and Return (Part I) | Portfolio Management скачать в хорошем качестве

CFA Level 1 – Portfolio Risk and Return (Part I) | Portfolio Management

CFA Level 1 – Portfolio Risk and Return: Part I Welcome to 3V Learning Centre, your trusted guide for CFA exam success! In this video, we explore the first learning module in the 2026 CFA Level 1 Portfolio Management topic: Portfolio Risk and Return – Part I. This foundational lesson equips you with essential tools to evaluate historical performance and understand the relationship between return and risk — a concept that underpins all of portfolio theory. What You’ll Learn: 1. Historical Return Measures: Holding Period Return (HPR) Arithmetic Mean Return Geometric Mean Return (CAGR) Money-Weighted Return (MWR / IRR) Time-Weighted Return (TWR) 2. Risk Measurement Using Historical Data: Variance & Standard Deviation Coefficient of Variation (CV) Skewness & Kurtosis Understanding Normal Distributions 3. Portfolio Construction Principles: Risk aversion and the risk-return trade-off Diversification benefits and asset class behavior Risk-adjusted return metrics and investor psychology Whether you’re starting your CFA journey or brushing up on fundamentals, this lesson will help you understand how analysts and portfolio managers evaluate returns and quantify risk. Who This Is For: CFA Level 1 candidates Finance students & professionals Aspiring asset managers and analysts Fully aligned with the 2026 CFA Institute curriculum and LOS objectives. Join our next CFA training cohort: 🌐 www.3vlearningcentre.com 📞 WhatsApp: 0808 001 6941 👍 Like • 💬 Comment • 🔔 Subscribe for more CFA tutorials and study support from 3V Learning Centre