Investment Strategies and Portfolio Analysis
This course is part of Investment and Portfolio Management.
This comprehensive course teaches modern investment strategies and portfolio performance evaluation techniques. You'll learn to measure portfolio performance using various metrics, evaluate investments against benchmarks, and apply practical analytical tools like style analysis and attribution analysis. The course emphasizes risk-adjusted return measures including Sharpe ratio, Sortino ratio, Jensen's alpha, and information ratio to compare investment desirability. Special focus is placed on recent financial market innovations and current investment trends. Designed for finance professionals and investors, the curriculum combines theoretical concepts with hands-on applications through Excel spreadsheets and practical assignments, enabling you to propose effective investment strategy solutions.
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English
پښتو, বাংলা, اردو, 3 more
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What you'll learn
Calculate and interpret various portfolio performance measures Evaluate portfolio performance relative to appropriate benchmarks Apply risk-adjusted metrics like Sharpe ratio, Sortino ratio, and Jensen's alpha Conduct style analysis to determine a portfolio's investment approach Perform attribution analysis to identify sources of portfolio performance Analyze and compare different investment strategies Develop solutions for optimizing investment strategies based on performance metrics
Skills you'll gain
This course includes:
2.5 Hours PreRecorded video
7 assignments, 1 peer review
Access on Mobile, Tablet, Desktop
FullTime access
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There are 3 modules in this course
This course provides comprehensive training in advanced investment strategies and portfolio performance evaluation techniques. Students learn systematic approaches to measuring returns, evaluating risk, and comparing investments using various risk-adjusted metrics. The curriculum covers critical analytical tools including style analysis and attribution analysis, which are widely used by professional investment managers. Through practical applications and Excel-based exercises, participants develop the skills to evaluate different investment strategies, measure performance against benchmarks, and understand the factors driving portfolio returns. Special emphasis is placed on applying these concepts to recent financial market innovations and current investment trends.
Performance measurement and benchmarking
Module 1 · 4 Hours to complete
Active vs. passive investing: Risk-adjusted return measures
Module 2 · 4 Hours to complete
Performance evaluation: Style analysis and performance attribution
Module 3 · 5 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
Instructor
Finance Scholar and Educator
Dr. Arzu Ozoguz is a visiting assistant professor of finance at the Jesse H. Jones Graduate School of Business at Rice University. Her research interests encompass investments, corporate finance, and information economics, with a focus on how the information environment in financial markets influences asset price dynamics and stock return variations. Recently, she has explored the relationship between stock price information and firms' real investment decisions. Dr. Ozoguz has been recognized for her contributions to the field, receiving Best Paper Awards from both the Western Finance Association and the Financial Management Association, and her work has been published in prestigious journals such as the Review of Financial Studies and the Journal of Financial Economics.Before her tenure at Rice University, Dr. Ozoguz held faculty positions at several institutions, including the University of Texas at Dallas, Kenan-Flagler Business School at the University of North Carolina at Chapel Hill, and Queen’s Business School in Canada. She earned her Ph.D. from INSEAD in France and holds a bachelor's degree in economics from Oberlin College, along with an M.B.A. from Koc University in Istanbul. Prior to her academic career, she worked as a research analyst at an investment bank in Istanbul, which provided her with practical insights into financial markets that she brings into her teaching and research.
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