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Portfolio Management

9 resources

Level
Type

🎓Courses(1)

course👁️ 2

Portfolio and Risk Management

In this course, you will gain an understanding of the theory underlying optimal portfolio construction, the different ways portfolios are actually built in practice and how to measure and manage the risk of such portfolios. You will start by studying how imperfect correlation between assets leads to diversified and optimal portfolios as well as the consequences in terms of asset pricing. Then, you will learn how to shape an investor's profile and build an adequate portfolio by combining strategic and tactical asset allocations. Finally, you will have a more in-depth look at risk: its different facets and the appropriate tools and techniques to measure it, manage it and hedge it. Key speakers from UBS, our corporate partner, will regularly add a practical perspective on these different topics as you progress through the course.

beginner🇬🇧

📚Books(2)

book👁️ 0

The Intelligent Asset Allocator

The Intelligent Asset Allocator - A book resource

intermediate🇬🇧
book👁️ 0

The Four Pillars of Investing

The Four Pillars of Investing - A book resource

intermediate🇬🇧

🌐Websites(6)

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website👁️ 0

Investopedia Portfolio Management

Articles and tutorials on strategies

beginner🇬🇧
website👁️ 0

Portfolio Visualizer

Free tool for backtesting portfolios

beginner🇬🇧
website👁️ 0

Bogleheads Wiki

Comprehensive guide to passive portfolio management

beginner🇬🇧
website👁️ 0

vanguard.com

Vanguard is a leading investment management firm offering low-cost mutual funds and ETFs; the site provides fund performance data, investment planning tools, retirement resources, and access to brokerage services.

intermediate🇬🇧
website👁️ 0

morningstar.com

Morningstar is a premier investment research platform offering comprehensive data, analysis, and ratings for stocks, funds, and portfolios. The site provides fund/ETF ratings, performance data, research reports, portfolio tools, screeners, and educational content to learn portfolio management.

intermediate🇬🇧
website👁️ 0

investopedia.com

Investopedia is a comprehensive financial education site offering explainers, tutorials, and articles on investing and portfolio management concepts. It also provides a glossary and practical guides on asset allocation, risk management, and investing strategies.

intermediate🇬🇧

Frequently Asked Questions

What are the best free resources to learn Portfolio Management?

Dantes has curated 3 resources for Portfolio Management, including 3 websites. All resources are hand-picked for quality — no algorithmic filler. Browse the full list above to find the format that works best for you.

Is Portfolio Management hard to learn?

Portfolio Management is approachable at the beginner level — there are resources here specifically for those starting from scratch. As you progress, intermediate and advanced material is also available to take your skills further.

What types of Portfolio Management learning resources are available on Dantes?

For Portfolio Management, Dantes has curated 3 websites. Each resource type serves a different learning style: videos and YouTube for visual learners, books for depth, courses for structured progression, and websites for quick reference.

How does Dantes select Portfolio Management resources?

Dantes is an algorithm-free learning directory. Resources are hand-curated based on quality, accuracy, and usefulness — not engagement metrics or paid placements. The goal is to surface the best learning material for Portfolio Management, whether it's a free YouTube series, a classic textbook, or an open courseware from a top university.

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