Rice University

Investment Strategies and Portfolio Analysis

Rice University

Investment Strategies and Portfolio Analysis

This course is part of Investment and Portfolio Management Specialization

Arzu Ozoguz

Instructor: Arzu Ozoguz

Access provided by ExxonMobil

38,432 already enrolled

Gain insight into a topic and learn the fundamentals.

280 reviews

2 weeks to complete
at 10 hours a week
Flexible schedule
Learn at your own pace
Gain insight into a topic and learn the fundamentals.

280 reviews

2 weeks to complete
at 10 hours a week
Flexible schedule
Learn at your own pace

Details to know

Shareable certificate

Add to your LinkedIn profile

Assessments

7 assignments¹

AI Graded see disclaimer
Taught in English

See how employees at top companies are mastering in-demand skills

Learn more about Coursera for Business
logos of Petrobras, TATA, Danone, Capgemini, P&G and L'Oreal

Build your subject-matter expertise

This course is part of the Investment and Portfolio Management 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 are 3 modules in this course

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 measures and how you use these measures to evaluate a portfolio’s performance relative to a benchmark.

What's included

9 videos7 readings2 assignments1 peer review1 discussion prompt

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 understand how these measures differ from each other.

What's included

9 videos8 readings2 assignments

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, which has become a crucial component in internal evaluation system of investment managers and institutional clients in the industry. Focus will be placed on the practical applications.

What's included

7 videos9 readings3 assignments

Earn a career certificate

Add this credential to your LinkedIn profile, resume, or CV. Share it on social media and in your performance review.

Instructor

Instructor ratings
(31 ratings)
Arzu Ozoguz
Rice University
4 Courses 169,029 learners

Offered by

Rice University

Why people choose Coursera for their career

Felipe M.

Learner since 2018
"To be able to take courses at my own pace and rhythm has been an amazing experience. I can learn whenever it fits my schedule and mood."

Jennifer J.

Learner since 2020
"I directly applied the concepts and skills I learned from my courses to an exciting new project at work."

Larry W.

Learner since 2021
"When I need courses on topics that my university doesn't offer, Coursera is one of the best places to go."

Chaitanya A.

"Learning isn't just about being better at your job: it's so much more than that. Coursera allows me to learn without limits."

Learner reviews

  • 5 stars

    57.44%

  • 4 stars

    23.04%

  • 3 stars

    6.38%

  • 2 stars

    4.25%

  • 1 star

    8.86%

Showing 3 of 280

RK

Reviewed on Jun 18, 2020

SS

Reviewed on Oct 19, 2022

RD

Reviewed on Dec 5, 2018

View more reviews

Explore more from Business

¹ Some assignments in this course are AI-graded. For these assignments, your data will be used in accordance with Coursera's Privacy Notice.