PORTFOLIO MANAGEMENT
TECHNIQUES (PMT)®
EXAM STRUCTURE
EXAM FORMAT
Exams 1 Questions Per Exam 100
Exam Format Computer Based Attempts Allowed Per Exam 3*
Exam Length 3 Hours Passing Grade 60%
Question Format Multiple Choice Assignments None
*See Course Details section for more information
% Weighting by
Learning Domains Relevant Textbook References
Learning Domain
1 Portfolio Management: Overview
Regulation and Ethics 10%
2 Ethics and Portfolio Management
Institutional Portfolio Management Process 3 The Institutional Investor 8%
4 The Investment Management Firm
Portfolio Management Organization and
16%
Operations
5 The Front, Middle, and Back Offices
Managing Equity Portfolios 6 Managing Equity Portfolios 16%
Managing Fixed Income Portfolios: Trading Operations,
7 Management Styles, and Box Trades
Managing Fixed Income Portfolios 19%
Managing Fixed Income Portfolios: Other Bond Portfolio
8 Construction Techniques, High Yield Bonds, and ETFs
Permitted Uses of Derivatives in Mutual Funds 9 The Permitted Uses of Derivatives by Mutual Funds 5%
Creating New Portfolio Management Mandates 10 Creating New Portfolio Management Mandates 10%
Alternative Investment Management 11 Alternative Investments 11%
Client Portfolio Reporting and Performance
Attribution 12 Client Portfolio Reporting and Performance Attribution 5%
Total 100%
Note: Weightings are approximate
Credentials that matter.®
