From the course: Financial Portfolio Management Fundamentals

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Course summary

Course summary

Welcome back. I hope that this course has given you a solid, fundamental understanding of what portfolio management is. Firm profiles, including whether their broad strategy is active or passive, whether the firm itself is traditional or non-traditional, and how these factors contribute to portfolio construction. Through understanding client mandates and how firm fees are calculated, I hope you feel empowered with more information about this career path and the industry as a whole.

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