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
Gain insight into a topic and learn the fundamentals.
4.8
(16 reviews)
Beginner level
Recommended experience
1 hour 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
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Assessments
1 assignment
Taught in English
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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 assignment
Instructor
Offered by
Recommended if you're interested in Leadership and Management
Duke University
IE Business School
University of Illinois Urbana-Champaign
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Frequently asked questions
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