In this course, you will learn about latest investment strategies and performance evaluation. You will start by learning portfolio performance measures and discuss best practices in portfolio performance evaluation. You will explore different evaluation techniques such as style analysis and attribution analysis and apply them to evaluate different investment strategies. Special emphasis will be given to recent financial market innovations and current investment trends.
Este curso faz parte do Programa de cursos integrados Investment and Portfolio Management
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Programa de cursos integrados Investment and Portfolio ManagementUniversidade RiceInformações sobre o curso
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Prazos flexíveis
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Certificados compartilháveis
Tenha o certificado após a conclusão
100% on-line
Comece imediatamente e aprenda em seu próprio cronograma.
Aprox. 15 horas para completar
Inglês
Legendas: Árabe, Francês, Portuguese (European), Italiano, Vietnamita, Alemão, Russo, Inglês, Espanhol
Prazos flexíveis
Redefinir os prazos de acordo com sua programação.
Certificados compartilháveis
Tenha o certificado após a conclusão
100% on-line
Comece imediatamente e aprenda em seu próprio cronograma.
Aprox. 15 horas para completar
Inglês
Legendas: Árabe, Francês, Portuguese (European), Italiano, Vietnamita, Alemão, Russo, Inglês, Espanhol
oferecido por
Universidade Rice
Rice University is consistently ranked among the top 20 universities in the U.S. and the top 100 in the world. Rice has highly respected schools of Architecture, Business, Continuing Studies, Engineering, Humanities, Music, Natural Sciences and Social Sciences and is home to the Baker Institute for Public Policy.
Programa - O que você aprenderá com este curso
4 horas para concluir
Performance measurement and benchmarking
In this module, we focus on the central problem of performance measurement: how do you assess the increase in your wealth over a given period and evaluate the risk that was involved? In this module, you will learn how to calculate different return and risk measures and how you use these measures to evaluate a portfolio’s performance relative to a benchmark.
4 horas para concluir
9 vídeos (Total 66 mín.), 7 leituras, 3 testes
5 horas para concluir
Active vs. passive investing: Risk-adjusted return measures
In this module, we focus on constructing return-to-risk measures in order to compare investments in terms of their desirability. You are going to learn several different ways to calculate risk-adjusted return measures for an actively managed fund and understand how these measures differ from each other.
5 horas para concluir
9 vídeos (Total 47 mín.), 8 leituras, 2 testes
6 horas para concluir
Performance evaluation: Style analysis and performance attribution
In this module, you are going to learn to use two analytical tools that are widely used in practice to evaluate what the portfolio performance can be attributed to.
6 horas para concluir
7 vídeos (Total 40 mín.), 9 leituras, 3 testes
Avaliações
- 5 stars55,95%
- 4 stars23,41%
- 3 stars6,74%
- 2 stars4,76%
- 1 star9,12%
Principais avaliações do INVESTMENT STRATEGIES AND PORTFOLIO ANALYSIS
por RK18 de jun de 2020
It was great learning from a reputed university. I learnt a lot of things but the practical assignment were awesome and very helpful.
por GI11 de jun de 2020
outstanding, and includes a few Excel exercise as well which I have found very useful
por TD9 de mar de 2017
Excellent presentation on investment strategies and portfolio analysis, Thanks you! Noted a few issues with the quiz and spreadsheet presented which had some errors.
por MP26 de mar de 2021
Overall the course is good, but the course lacks teaching of practical questions and on how to solve the statistical problems in MS Excel.
Sobre Programa de cursos integrados Investment and Portfolio Management
In this four-course Specialization, you’ll learn the essential skills of portfolio management and personal investing.
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