Ethical Considerations in Portfolio Management - Portfolio Management | Lecture Notes - YNetStudyHub
Portfolio Management

Ethical Considerations in Portfolio Management

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Addressing ethical issues in portfolio management, including conflicts of interest, insider trading, and fiduciary responsibilities, and discussing the importance of ethical conduct in managing client portfolios.

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Ethical Considerations in Portfolio Management 1. Fiduciary Duty: Portfolio managers have a fiduciary duty to act in the best interest of their clients. They must prioritize the clients' goals and objectives over their own interests. Any conflicts of interest should be disclosed and managed transparently. 2. Insider Trading: Portfolio managers must not engage in insider trading or use non-publi...…

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Unit Syllabus 10 Topics
1
Introduction to Portfolio Management
Asset Allocation Strategies
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Risk Management in Portfolios
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Portfolio Construction Techniques
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Performance Evaluation and Measurement
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Rebalancing and Monitoring Portfolios
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Tax Considerations in Portfolio Management
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Behavioral Finance in Portfolio Management
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Ethical Considerations in Portfolio Management
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Global Portfolio Management
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