Investment Strategies and Portfolio Analysis
date_range Débute le 19 février 2018
event_note Se termine le 10 avril 2017
list 3 séquences
assignment Niveau : Introductif
label Gestion d'Entreprise
chat_bubble_outline Langue : Anglais
card_giftcard 7.2 points
- /5
Avis de la communauté
0 avis

Les infos clés

credit_card Formation gratuite
verified_user Certification payante
timer 12 heures de cours

En résumé

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. After this course, learners will be able to: • Describe performance measurement measures • Evaluate portfolio performance • Describe and contrast different investment strategies • Propose investment strategy solutions

more_horiz Lire plus
more_horiz Lire moins
dns

Le programme

  • Week 1 - 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 mea...
  • Week 2 - 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 understan...
  • Week 3 - 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. You will first learn about style analysis. Then, you will learn about attribution analysis, wh...
record_voice_over

Les intervenants

  • Arzu Ozoguz, Finance Faculty
store

Le concepteur

Located on a 300-acre forested campus in Houston, 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.
assistant

La plateforme

Coursera est une entreprise numérique proposant des formation en ligne ouverte à tous fondée par les professeurs d'informatique Andrew Ng et Daphne Koller de l'université Stanford, située à Mountain View, Californie.

Ce qui la différencie le plus des autres plateformes MOOC, c'est qu'elle travaille qu'avec les meilleures universités et organisations mondiales et diffuse leurs contenus sur le web.

Quelle note donnez-vous à cette ressource ?
Contenu
0/5
Plateforme
0/5
Animation
0/5