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Recommended experience
Identify the key concepts and principles of portfolio analysis.
Evaluate different portfolio management strategies and analyze real-world examples.
Develop quantitative skills using modern tools to analyze a portfolio.
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Portfolio analysis stands as an indispensable skill for financial professionals, serving as the foundation for assessing investments, managing risks, and making informed decisions. The course starts with an introduction to the basics of portfolio analysis, setting a solid foundation for evaluating investment portfolios. It further navigates through a variety of portfolio management strategies, shedding light on their distinct approaches and relevance in diverse financial scenarios. Advancing into data analysis, the course teaches the application of both simple and advanced quantitative metrics.
11 videos4 readings1 assignment
Rice University
University of Geneva
Coursera Instructor Network
Rice University
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