About this course: 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. After this course, learners will be able to: • Describe performance measurement measures • Evaluate portfolio performance • Describe and contrast different investment strategies • Propose investment strategy solutions
Created by: Rice University
Taught by: Arzu Ozoguz, Finance Faculty
Jones Graduate School of Business
| Basic Info |
Course 4 of 5 in the
Investment and Portfolio Management Specialization.
|
| Commitment | 4 weeks of study |
| Language | English |
| How To Pass | Pass all graded assignments to complete the course. |
| User Ratings |
Syllabus
WEEK 1
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 mea...
9 videos, 7 readings, 2 practice quizzes
Graded: Performance measurement and benchmarking
WEEK 2
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 understan...
9 videos, 7 readings, 1 practice quiz
Graded: Active vs. passive investing: Risk-adjusted return measures
WEEK 3
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.
You will first learn about style analysis. Then, you will learn about attribution analysis, wh...
7 videos, 9 readings, 2 practice quizzes
Graded: Performance evaluation: Style analysis and performance attribution
FAQs
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Coursework
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Rice University
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.
Pricing
| Audit | Purchase Course | |
|---|---|---|
| Access to course materials | Available | Available |
| Access to graded materials | Not available | Available |
| Receive a final grade | Not available | Available |
| Earn a shareable Course Certificate | Not available | Available |
Ratings and Reviews
To the successors:that is an intriguing and informative course,you can learn some useful skills and details concerning the Chartered Financial Analyst that the context (or course itself) in your country may not cover.
Very informative and enlightening. Learnt quite a lot.
Excellent presentation on investment strategies and portfolio analysis, Thanks you! Noted a few issues with the quiz and spreadsheet presented which had some errors.
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