Portfolio Management and Factor Investing

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Portfolio Management and Factor Investing

Instructor: EDUCBA

4 modules

Gain insight into a topic and learn the fundamentals.

9 hours to complete

Flexible schedule

Learn at your own pace

4 modules

Gain insight into a topic and learn the fundamentals.

9 hours to complete

Flexible schedule

Learn at your own pace

What you'll learn

Construct diversified portfolios using asset allocation, efficient frontier, and risk optimization principles.
Analyze portfolio performance, beta, factor exposures, and risk-return tradeoffs.
Apply factor investing and active management frameworks to evaluate investment opportunities.

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There are 4 modules in this course

Master the principles of portfolio management, risk optimization, and factor investing to make more informed investment decisions.

Learn how professional investors construct efficient portfolios, manage risk exposures, and evaluate active investment opportunities using proven portfolio management frameworks. This course provides a comprehensive exploration of portfolio construction, diversification, efficient frontier analysis, beta modeling, strategic asset allocation, and factor-based investing. Learners will develop the skills needed to analyze portfolio performance, assess risk-return tradeoffs, apply market and multi-factor models, and understand the role of active management in modern financial markets. Through practical portfolio management concepts and advanced investment frameworks, participants will gain the knowledge required to evaluate investment opportunities, optimize portfolio decisions, and apply sophisticated risk management techniques. Whether preparing for professional finance certifications or advancing an investment career, learners will build a strong foundation in modern portfolio management and investment analysis.

Learn how portfolio returns, risk measurement, efficient frontiers, diversification, and portfolio weighting techniques form the foundation of modern portfolio management and investment optimization.

What's included

6 videos4 assignments

6 videosTotal 60 minutes

Portfolio Returns and Variance9 minutes
Equally weighted portfolios9 minutes
Minimum Variance Frontier11 minutes
Efficient Frontier10 minutes
Correlation and Diversification8 minutes
Portfolio Returns and Variance Continues12 minutes

4 assignmentsTotal 60 minutes

Understanding Portfolio Risk and Return10 minutes
Building the Efficient Investment Set10 minutes
Diversification in Action10 minutes
Foundations of Portfolio Construction30 minutes

Explore capital allocation decisions, risk classification, beta analysis, investment objectives, constraints, and strategic asset allocation to support effective portfolio planning.

What's included

7 videos4 assignments

7 videosTotal 63 minutes

Capital Market vs Capital Allocation Line9 minutes
Capital Market vs Capital Allocation Line Continues6 minutes
Types of Risk and Diversification of Risk8 minutes
Beta and Market Model6 minutes
Portfolio Perspective10 minutes
Steps and Investment Objectives11 minutes
Investment Constraints and Strategic Asset Allocation13 minutes

4 assignmentsTotal 60 minutes

Capital Allocation and Investment Opportunities10 minutes
Risk Sources and Market Sensitivity10 minutes
Portfolio Objectives and Strategic Planning10 minutes
Market Risk and Portfolio Decision Making30 minutes

Examine market models, beta estimation, multi-factor investing, portfolio return attribution, and Arbitrage Pricing Theory to enhance portfolio analysis and risk assessment.

What's included

6 videos4 assignments

6 videosTotal 53 minutes

The Market Model7 minutes
The Market Model Continues6 minutes
Beta Instability and Adjusted Beta9 minutes
Multi Factor Models10 minutes
Portfolio Return from Multi Factor Model11 minutes
Arbitrage Pricing Theory9 minutes

4 assignmentsTotal 60 minutes

Applying the Market Model10 minutes
Advanced Beta and Factor Analysis10 minutes
Advanced Beta and Factor Analysis10 minutes
Market Models and Factor Investing30 minutes

Analyze active risk, tracking portfolios, active management strategies, security selection techniques, and alpha forecasting methods used in professional portfolio management.

What's included

7 videos4 assignments

7 videosTotal 55 minutes

Active Risk and Return11 minutes
Factor and Tracking Portfolio10 minutes
Active Mgmt in Efficient Markets8 minutes
Compelling Arguments3 minutes
Treynor Black Security Selection10 minutes
Imperfect Alpha Forecast5 minutes
Imperfect Alpha Forecast Continues8 minutes

4 assignmentsTotal 60 minutes

Active Risk and Factor Portfolios10 minutes
Evaluating Active Management Approaches10 minutes
Security Selection and Alpha Forecasting10 minutes
Active Portfolio Management Strategies30 minutes

Instructor

EDUCBA

1,668 Courses340,586 learners

Offered by

EDUCBA

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