Glossary

Glossary

Term Book Chapter Definition
Portfolio Management Behavioral Finance Chapter 4: Behavioral Finance in Investing The art and science of making decisions about investment mix and policy, aligning investments to objectives, asset allocation for individuals and institutions, and balancing risk against performance. Influenced by cognitive biases such as recency bias and
Portfolio Management CFA Level 1 Exam Chapter 6: Portfolio Management The methods and techniques of managing investment portfolios and understanding the trade-offs between risk and return.