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Portfolio Management & Investment Analysis Mastery

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Portfolio Management & Investment Analysis Mastery

This course is part of Financial Analysis & Investment Strategy Mastery Specialization

Instructor: EDUCBA

Included with

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8 modules

Gain insight into a topic and learn the fundamentals.

2 weeks to complete

at 10 hours a week

Flexible schedule

Learn at your own pace

8 modules

Gain insight into a topic and learn the fundamentals.

2 weeks to complete

at 10 hours a week

Flexible schedule

Learn at your own pace

What you'll learn

Analyze equities, bonds, and portfolio risk-return dynamics.
Apply valuation models and asset allocation strategies.
Construct and manage portfolios using market and behavioral insights.

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Build your subject-matter expertise

This course is part of the Financial Analysis & Investment Strategy Mastery 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 8 modules in this course

Master advanced financial strategies, portfolio management, and investment analysis to make smarter investment decisions. Learn how to evaluate equities, bonds, and market behavior with confidence.

This course provides a comprehensive approach to financial analysis by integrating corporate governance, portfolio theory, and valuation techniques. You will explore risk-return optimization, asset allocation strategies, and the principles of capital market theory to design efficient portfolios. Through practical modules, you will learn to evaluate equity securities using dividend-based and alternative valuation models, analyze fixed income instruments, and interpret yield measures. The course also covers market efficiency, behavioral finance, and trading mechanisms to help you understand how real-world markets operate. By the end of the course, you will be able to construct and manage investment portfolios, assess financial instruments, and apply data-driven strategies to maximize returns while managing risk. Ideal for finance professionals and aspiring analysts, this course builds strong analytical and decision-making skills essential for careers in investment management and financial analysis.

Module details

This module introduces the foundational principles of corporate governance, ethical frameworks, and institutional portfolio management, along with key investment vehicles and the basics of risk and return in financial decision-making.

What's included

10 videos5 assignments

10 videosTotal 79 minutes

What is Corporate Governance10 minutes
Code of Ethics9 minutes
Portfolio Basis for Endowments9 minutes
Portfolio Basis of Banks9 minutes
Portfolio Management Process3 minutes
Pooled Investment8 minutes
Exchange Traded Fund6 minutes
Risk Aversion9 minutes
Correlation and Risk Return5 minutes
Return Measures11 minutes

5 assignmentsTotal 70 minutes

Graded - Foundations of Governance & Portfolio Basics30 minutes
Corporate Governance & Ethical Frameworks10 minutes
Institutional Portfolio Perspectives10 minutes
Investment Vehicles & Market Instruments10 minutes
Risk & Return Fundamentals10 minutes

This module explores advanced portfolio theory concepts including return measurement techniques, statistical foundations, asset allocation strategies, and the principles of capital market theory for optimizing portfolios.

What's included

10 videos5 assignments

10 videosTotal 79 minutes

Money Weighted Return - Problem3 minutes
Minimum Variance Frontier and Efficient Frontier6 minutes
Indifference Curves8 minutes
Destinations8 minutes
Mean, Variance and Covariance10 minutes
Return Generating Models12 minutes
Combining Risky and Risk Free Asset5 minutes
CAL, CML, Systematic and Unsystematic Risk10 minutes
Assumptions of Capital Market Theory8 minutes
Other Ratios9 minutes

5 assignmentsTotal 70 minutes

Graded - Portfolio Theory & Optimization30 minutes
Measuring Portfolio Returns10 minutes
Statistical Foundations of Portfolio Theory10 minutes
Return Models & Asset Allocation Concepts10 minutes
Capital Market Theory Essentials10 minutes

This module focuses on portfolio planning, investment policy formulation, and the structure and functions of financial systems, including the role of intermediaries and trading mechanisms.

What's included

10 videos5 assignments

10 videosTotal 74 minutes

Strategic Asset Allocation4 minutes
Basic of Portfolio Planing and Construction7 minutes
Major Components of an IPS6 minutes
Market Organization and Structure7 minutes
Financial System Functions7 minutes
Classification of Markets10 minutes
Financial Intermediary Roles8 minutes
Insurance Comapanies8 minutes
Selling Short8 minutes
Buying Stock on Margin8 minutes

5 assignmentsTotal 70 minutes

Graded - Portfolio Planning & Financial Systems30 minutes
Strategic Portfolio Construction10 minutes
Market Structure Fundamentals10 minutes
Market Classification & Intermediaries10 minutes
Trading Mechanisms & Strategies10 minutes

This module covers trading operations, market benchmarks, index construction methodologies, and the concept of market efficiency in financial markets.

What's included

10 videos5 assignments

10 videosTotal 73 minutes

Margin Call7 minutes
Trading Instruction9 minutes
Primary Markets7 minutes
Security Market Indices8 minutes
Price Weighted Index8 minutes
Fundamental Index Weighted8 minutes
Calculation of Price Weighted Index7 minutes
Types of Equity Indexes6 minutes
What are Efficient Capital Market?7 minutes
Factor Affecting Market Efficiency7 minutes

5 assignmentsTotal 70 minutes

Graded - Trading, Markets & Index Construction30 minutes
Trading Operations & Instructions10 minutes
Market Benchmarks & Indices10 minutes
Index Construction & Variations10 minutes
Market Efficiency Concepts10 minutes

This module examines market efficiency, behavioral finance concepts, and the characteristics of equity securities, including advanced instruments and equity issuance processes.

What's included

10 videos5 assignments

10 videosTotal 94 minutes

Role of Portfolio Manager in Efficient Markets 10 minutes
Other Anomalies9 minutes
Market Effeciency - Behavioural Finance7 minutes
Overview of Equity Securities11 minutes
Preferred Stock 12 minutes
Private Equity11 minutes
Depository Receipts9 minutes
Return Characteristics of Equity7 minutes
Equity Issuance7 minutes
Introduction to Industry and Company Analysis11 minutes

5 assignmentsTotal 70 minutes

Market Efficiency & Behavioral Insights30 minutes
Role of Efficiency in Portfolio Management10 minutes
Equity Securities Overview10 minutes
Advanced Equity Instruments10 minutes
Equity Issuance & Market Entry10 minutes

This module focuses on industry analysis frameworks, competitive dynamics, and foundational equity valuation techniques, including dividend-based models.

What's included

10 videos5 assignments

10 videosTotal 91 minutes

Approach Industry Groupings6 minutes
Business Cycle Sensitivity11 minutes
Porter's Five Forces10 minutes
Market Share Stability8 minutes
Limitations of Life Cycle Analysis9 minutes
EQ. V - Concepts and Basic Tools11 minutes
Valuing Common Stock 5 minutes
EQ.V - Divident Discount Model 10 minutes
Gordon Growth Model Example9 minutes
Usage of Divident Discount Model11 minutes

5 assignmentsTotal 70 minutes

Graded - Industry & Company Analysis30 minutes
Industry Analysis Frameworks10 minutes
Competitive Dynamics10 minutes
Equity Valuation Foundations10 minutes
Dividend Models in Practice10 minutes

This module explores alternative equity valuation approaches and introduces fixed income fundamentals, including bond structures, credit enhancements, and cash flow characteristics.

What's included

10 videos5 assignments

10 videosTotal 90 minutes

Asset Based Models 8 minutes
Multiplier Models8 minutes
Fixed Income Defining Elements - Basic Features9 minutes
Fixed Income Defining Elements Continuation8 minutes
Defining Elements - Bond Indenture9 minutes
Defining Elements - Bond Indenture Continuation8 minutes
Defining Elements - Credit Enhancements10 minutes
Continuation with Tax Consideration9 minutes
Fixed Income Cash Flows10 minutes
Primary Market For Bonds10 minutes

5 assignmentsTotal 70 minutes

Graded - Equity Valuation Models30 minutes
Alternative Valuation Approaches10 minutes
Fixed Income Fundamentals10 minutes
Bond Structures & Enhancements10 minutes
Bond Cash Flows & Markets10 minutes

This module provides advanced insights into fixed income markets, including bond classification, pricing, yield analysis, and the application of spot and forward rates.