This 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.
Mastering Portfolio Analysis
Mastering Portfolio Analysis
This course is part of AI-Powered Finance: Forecasting, Planning & Reporting Specialization
Instructors: Arkadi Avanesyan
Access provided by CSU Sacramento, College of Business
1,927 already enrolled
Gain insight into a topic and learn the fundamentals.
4.6
(33 reviews)
Beginner level
Recommended experience
2 hours to complete
Flexible schedule
Learn at your own pace
What you'll learn
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.
Skills you'll gain
Details to know
Shareable certificate
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Assessments
1 assignment
Taught in English
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This course is part of the AI-Powered Finance: Forecasting, Planning & Reporting Specialization
When you enroll in this course, you'll also be enrolled in this Specialization.
- Learn new concepts from industry experts
- Gain a foundational understanding of a subject or tool
- Develop job-relevant skills with hands-on projects
- Earn a shareable career certificate
There is 1 module in this course
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.
What's included
11 videos4 readings1 assignment4 plugins
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