Portfolio Construction Theory 2017

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Quintin has authored the 2017 edition of the Chartered Institute for Securities & Investment (CISI) workbook for the Portfolio Construction Theory examination of the CISI’s Chartered Wealth Manager Qualification (level 7 on the UK’s Qualification and Credit Framework, QCF).

The Chartered Wealth Manager Qualification is a postgraduate level specialist qualification that encompasses the breadth of knowledge needed to provide the highest quality service to clients. It is a progressive qualification comprised of three units, Financial Markets, Portfolio Construction Theory, and Applied Wealth Management.  It provides a sound grounding in economics and interpretation of economic statistics, financial statements, investment analysis, portfolio construction, and applied wealth management.

The Portfolio Construction Theory unit is a postgraduate level professional exam that requires candidates to think critically in the context of the theory of investment as applied to the management of private client funds, the tailoring of a portfolio to clients’ needs, and much more.  It covers topics, including

  1. Fundamentals of Investment Theory
  2. Principal Asset Classes
  3. Collective Investments
  4. Asset Allocation Strategies
  5. Modern Portfolio Theory and the Capital Asset Pricing Model
  6. Behavioural Finance
  7. The Efficient Market Hypothesis
  8. Fund Management
  9. Ethically and Socially Responsible Investment
  10. Portfolio Performance
  11. Sales Taxes
  12. Tax Treatment of Onshore and Offshore Funds
  13. International Taxation and Tax Planning

For further details on the CISI’s Chartered Wealth Manager Qualification see: CISI Chartered Wealth Manager Qualification The download includes 5 pages extracted from the Portfolio Construction Theory workbook.

Download the Portfolio Construction Theory 2017

Q G Rayer (2017), Portfolio Construction Theory, published by Chartered Institute for Securities & Investment (CISI), London, edition 4, version 4.1, 604 pages, 30 January 2017, copyright CISI 2017 (5 pages reproduced with permission).

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Download Article (The download on this page includes 5 pages of the Portfolio Construction Theory workbook.)