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 forma parte de Programa especializado: Investment and Portfolio Management
25.543 ya inscrito
ofrecido por
Programa especializado: Investment and Portfolio ManagementUniversidad RiceAcerca de este Curso
12.350 vistas recientes
Fechas límite flexibles
Restablece las fechas límite en función de tus horarios.
Certificado para compartir
Obtén un certificado al finalizar
100 % en línea
Comienza de inmediato y aprende a tu propio ritmo.
Curso 4 de 5 en
Aprox. 15 horas para completar
Inglés (English)
Subtítulos: Árabe (Arabic), Francés (French), Portugués (europeo), Italiano, Vietnamita, Alemán (German), Ruso (Russian), Inglés (English), Español (Spanish)
Fechas límite flexibles
Restablece las fechas límite en función de tus horarios.
Certificado para compartir
Obtén un certificado al finalizar
100 % en línea
Comienza de inmediato y aprende a tu propio ritmo.
Curso 4 de 5 en
Aprox. 15 horas para completar
Inglés (English)
Subtítulos: Árabe (Arabic), Francés (French), Portugués (europeo), Italiano, Vietnamita, Alemán (German), Ruso (Russian), Inglés (English), Español (Spanish)
ofrecido por
Universidad 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 - Qué aprenderás en este curso
4 horas para completar
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 completar
9 videos (Total 66 minutos), 7 lecturas, 3 cuestionarios
5 horas para completar
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 completar
9 videos (Total 47 minutos), 8 lecturas, 2 cuestionarios
6 horas para completar
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 completar
7 videos (Total 40 minutos), 9 lecturas, 3 cuestionarios
Reseñas
- 5 stars56,29 %
- 4 stars23,22 %
- 3 stars6,69 %
- 2 stars4,72 %
- 1 star9,05 %
Principales reseñas sobre INVESTMENT STRATEGIES AND PORTFOLIO ANALYSIS
por RD5 de dic. de 2018
I've tried a few courses that are similar and this one is better than average.
por VF16 de dic. de 2017
I think that this particular course could have a bit deeper dive into the topic, felt more like a general overview compared to previous courses in the specialization.
por FR24 de ago. de 2020
The techniques learned i this course can be applied in various investment settings. The excel workings really make things easy and applicable
por NM23 de sep. de 2019
Expect a little more rigor and real life exercises
Acerca de Programa especializado: Investment and Portfolio Management
In this four-course Specialization, you’ll learn the essential skills of portfolio management and personal investing.
Preguntas Frecuentes
¿Cuándo podré acceder a las lecciones y tareas?
¿Qué recibiré si me suscribo a este Programa especializado?
¿Hay ayuda económica disponible?
¿Tienes más preguntas? Visita el Centro de Ayuda al Alumno.
