Portfolio Management and Optimization in Excel
Learn How to Construct and Optimize Portfolios, Manage Risks, and Achieve Investment Objectives Using the Power of Excel
4.45 (213 reviews)
1,577
students
6.5 hours
content
Feb 2025
last update
$79.99
regular price
What you will learn
Master fundamental concepts of financial markets and market participants
Acquire an in-depth understanding of individual and portfolio approaches to investing, portfolio management process, and diverse needs of various investor types
Explore the intricacies of the asset management industry and a wide range of pooled investment vehicles available
Download and interpret financial data
Grasp how to calculate the mean, variance, and correlation of asset returns
Understand the importance of diversification in reducing portfolio risk
Differentiate between systematic and unsystematic risk and understand their impact on portfolio management
Apply the principles of Modern Portfolio Theory and use the Capital Asset Pricing Model to estimate the expected return on equity
Use Excel to build an efficient frontier, allowing you to optimize your portfolio for a given level of risk
Evaluate portfolio performance using key performance indicators such as the Sharpe ratio, Treynor ratio, M2, and Jensen’s alpha
Explore the difference between the Capital Allocation Line (CAL) and the Capital Market Line (CML)
Delve into the concept of risk aversion and how it relates to shaping an investor's profile
Dive into investment policy statements from a practical perspective
Analyze an investor's financial risk tolerance by distinguishing between their willingness and ability to take risks
Understand the significance of written policy statements
Analyze an investor's financial risk tolerance by distinguishing between their willingness and ability to take risks
Explore ESG investing and learn how to integrate it into portfolio planning and construction
Identify and quantify the types of risks a company faces
Find why risk elimination is not the goal of a firm's risk management system
Define the principles of technical analysis as well as its underlying assumptions for effective investment decision-making
Examine common technical analysis indicators and chart patterns to enhance investment analysis skills
Illustrate how technical analysts use cycles in their analyses
Develop critical thinking and analysis skills to make informed investment decisions
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udemy ID
3/22/2022
course created date
5/28/2023
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