Chapter 15: Introduction to the Portfolio Approach
In this section
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Risk and Return
Explore the fundamentals of risk and return in the Canadian investment landscape, including types of risk, measures of volatility, and the trade-off between risk and reward.
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Relationship Between Risk and Return in a Portfolio
Explore how diversification, correlation, and Modern Portfolio Theory shape the risk-return trade-off, including insights from CAPM, alpha, beta, and risk-adjusted performance measures in a Canadian context.
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Portfolio Manager Styles in Canada: Active, Passive, Growth, and Value Approaches
Explore the core Canadian portfolio management styles, including active, passive, growth, and value investing, emphasizing top-down vs. bottom-up methods, style attribution techniques, and key regulatory considerations.
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