Capstone: Build a Winning Investment Portfolio
This course is part of Investment and Portfolio Management.
This capstone course provides a practical, hands-on investment experience where you'll develop and manage your own simulated investment portfolio. You'll act as an investment advisor in a simulated environment, recommending strategies and portfolio changes to case study clients based on their unique challenges. Using sophisticated web-based analytical tools from Portfolio Visualizer, you'll conduct portfolio mean variance optimization, analyze historical and forecasted efficient frontiers, and apply Fama-French factor models. The course integrates concepts from across the Investment and Portfolio Management specialization, including asset allocation, risk management, behavioral finance, investment styles, and performance evaluation. Your final peer-graded report will showcase your portfolio strategy, analysis, and performance—skills directly applicable to managing real-world investment portfolios.
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پښتو, বাংলা, اردو, 3 more
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What you'll learn
Develop and implement strategic asset allocation for a $1 million portfolio Analyze macroeconomic trends to make tactical portfolio adjustments Use Portfolio Visualizer for optimization and efficient frontier analysis Identify and address behavioral finance biases in investment decisions Apply factor models to evaluate investment styles and strategies Calculate and interpret portfolio performance metrics Create comprehensive investment portfolio reports with quantitative analysis
Skills you'll gain
This course includes:
1.6 Hours PreRecorded video
6 assignments, 1 peer review
Access on Mobile, Tablet, Desktop
Batch access
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There are 6 modules in this course
This capstone course provides practical, hands-on experience in investment portfolio management. Students develop and implement asset allocation strategies for a $1 million simulated portfolio using ETFs covering various asset classes. The curriculum guides learners through analyzing macroeconomic trends, forecasting returns, making tactical portfolio shifts, and evaluating performance. Students also advise case study clients on behavioral finance biases and investment styles using sophisticated analytical tools like Portfolio Visualizer. The course emphasizes practical application of investment concepts through simulation and case studies, culminating in a comprehensive portfolio report that demonstrates mastery of investment strategy development, implementation, and performance evaluation.
Developing Asset Allocation Strategies
Module 1 · 2 Hours to complete
Developing a Macro View / Tactical Portfolio Shifts
Module 2 · 1 Hours to complete
Behavioral Finance
Module 3 · 1 Hours to complete
Styles of Investing
Module 4 · 1 Hours to complete
Performance Evaluation
Module 5 · 1 Hours to complete
Sim Portfolio Evaluation (Peer Graded)
Module 6 · 1 Hours to complete
Fee Structure
Individual course purchase is not available - to enroll in this course with a certificate, you need to purchase the complete Professional Certificate Course. For enrollment and detailed fee structure, visit the following: Investment and Portfolio Management
Payment options
Financial Aid
Instructor
Finance Faculty
Jill Foote is a Senior Lecturer in Finance at Rice University's Jesse H. Jones Graduate School of Business. She serves as the Director of the El Paso Corporation Finance Center and the M.A. Wright Investment Fund, an MBA student-managed portfolio. Her teaching focuses on investment management, and she also advises the Rice Finance Club and directs the Rice Summer Business Institute, a program aimed at introducing high school students from underserved areas to business and finance. Before joining Rice in 2002, Foote spent 13 years at Goldman Sachs in New York, where she held roles in strategic initiatives, risk management, and fixed-income sales. She holds a Ph.D. in Economics from Fordham University, an M.A. in Economics from New York University, and a B.A. in Economics and Managerial Studies from Rice University. She also holds the Chartered Financial Analyst designation and has been actively involved with the CFA Society of Houston. On Coursera, she teaches "Capstone: Build a Winning Investment Portfolio."
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