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.
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課程信息
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第 4 門課程（共 5 門）
完成時間大約為15 小時
英語（English）
字幕：阿拉伯語（Arabic）, 法語（French）, （歐洲人講的）葡萄牙語, 意大利語, 越南語, 德語（German）, 俄語（Russian）, 英語（English）, 西班牙語（Spanish）
可靈活調整截止日期
根據您的日程表重置截止日期。
可分享的證書
完成後獲得證書
100% 在線
立即開始，按照自己的計劃學習。
第 4 門課程（共 5 門）
完成時間大約為15 小時
英語（English）
字幕：阿拉伯語（Arabic）, 法語（French）, （歐洲人講的）葡萄牙語, 意大利語, 越南語, 德語（German）, 俄語（Russian）, 英語（English）, 西班牙語（Spanish）
提供方
莱斯大学
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.
授課大綱 - 您將從這門課程中學到什麼
完成時間為 4 小時
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.
完成時間為 4 小時
9 個視頻 （總計 66 分鐘）, 7 個閱讀材料, 3 個測驗
完成時間為 5 小時
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.
完成時間為 5 小時
9 個視頻 （總計 47 分鐘）, 8 個閱讀材料, 2 個測驗
完成時間為 6 小時
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.
完成時間為 6 小時
7 個視頻 （總計 40 分鐘）, 9 個閱讀材料, 3 個測驗
審閱
- 5 stars56.22%
- 4 stars23.69%
- 3 stars6.82%
- 2 stars4.41%
- 1 star8.83%
來自INVESTMENT STRATEGIES AND PORTFOLIO ANALYSIS的熱門評論
由 RD 提供2018年12月5日
I've tried a few courses that are similar and this one is better than average.
由 TD 提供2017年3月9日
Excellent presentation on investment strategies and portfolio analysis, Thanks you! Noted a few issues with the quiz and spreadsheet presented which had some errors.
由 MP 提供2021年3月26日
Overall the course is good, but the course lacks teaching of practical questions and on how to solve the statistical problems in MS Excel.
由 FR 提供2020年8月24日
The techniques learned i this course can be applied in various investment settings. The excel workings really make things easy and applicable
關於 Investment and Portfolio Management 專項課程
In this four-course Specialization, you’ll learn the essential skills of portfolio management and personal investing.
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