This week’s topics
Strategic Uses of Securities
- Financial risk hedging
- Income generation strategies
- Portfolio diversification
- Tactical versus strategic asset allocation
- 4. Portfolio Diversification and Supporting Financial Institutions
- 6. Guest Speaker David Swensen
- CIMA P3 Hedging techniques for interest rate risk
What you will be able to do
- 2.3 Assess the use of securities.
Activity
Start with this week’s 3 videos, then: Seminar, guided reading and a short written task: assess the use of securities.
Study materials
Videos
- CIMA P3 Hedging techniques for interest rate risk · YouTube · OpenTuition · 31 min · for registered students
- Roger Urwin: From Strategic Asset Allocation to a Total Portfolio Mindset · YouTube · CFA Institute · 50 min · for registered students
- Portfolio Theory and the Capital Asset Pricing Model - Raghavendra Rau · YouTube · Gresham College · 65 min · for registered students
- Rethinking the 60/40 Portfolio | Kari Vatanen on Alternatives and Risk · YouTube · CFA Institute · 33 min · for registered students
- David Blanchett, CFA: The Role of Commodities in Portfolio Allocation · YouTube · CFA Institute · 26 min · for registered students
Further resources
- MIT 15.401 Finance Theory I, lecture notes: Portfolio Theory · PDF · Other, slides · for registered students
- Principles of Finance 2e, ch. 20: Risk Management and the Financial Manager · PDF · OpenStax, textbook chapter; pp. 599–629 · for registered students
- Risk Management for Enterprises and Individuals, ch. 5: The Evolution of Risk Management: Enterprise Risk Management · PDF · Saylor Academy, textbook chapter; pp. 185–229 · for registered students
Materials marked “for registered students” open in the student portal, which is set up as soon as you receive final acceptance.
