Portfolio Management - Theory & Practice (Part 1)

About

This course is designed to introduce you to the complex discipline of portfolio management. The course gives you an insight into the practice and theory of portfolio management. You'll be taught from the perspective of allocators who need to balance risk and return.

The course helps address the overwhelming importance of Modern Portfolio Theory, and delves into quantitative measurements of risk and return like the Sharpe ratio. This course also introduces students to the practical world of investment management. Significant course time is spent on understanding the risk/return tradeoffs that are sought by a Portfolio Manager's client or superior.

We will also review Investment Policy Statements, understand the need for clear and concise communication and the balance of quantitative and qualitative factors when determining investment decisions.

Finally, Portfolio Management covers the spectrum of investment options all the way from ETFs to direct venture investments. This course will show you how all these various instruments are capital market tools that a PM can use to achieve a discipline and well thought out investment strategy.

This course is part 4 of the New York Institute of Finance's Portfolio Management Professional Certificate program.

What you will learn

• The Capital Markets
• Statistical Tools for Portfolio Management
• Risk and Risk/Return Measurement
• Analyzing Portfolio Performance
• The Investment Decision Making Process

Skills you learn

• Capital Markets
• Modern Portfolio Theory
• Concision
• Investments
• Portfolio Management
• Investment Management
• Sharpe Ratios
• Finance
• Portfolio Management Professional
• Performance Measurement

Syllabus

• Mod 1: The Capital Markets
• Mod 2: Statistical Tools for Portfolio Management
• Mod 3: Risk and Risk/Return Measurement
• Mod 4: Analyzing Portfolio Performance
• Mod 5: The Investment Decision Making Process

Auto Summary

Unlock the intricate world of portfolio management with this comprehensive course designed for advanced learners in the field of Business & Management. Led by the New York Institute of Finance and offered through edX, this expert-level course delves deep into both the theory and practical aspects of managing investment portfolios. Learners will explore the critical elements of Modern Portfolio Theory, mastering quantitative risk and return metrics such as the Sharpe ratio. Emphasis is placed on understanding the delicate balance between risk and return that portfolio managers must navigate to meet client or supervisory expectations. The course also covers the creation and importance of Investment Policy Statements, the necessity for clear communication, and the integration of both quantitative and qualitative factors in investment decision-making. A diverse range of investment options, from ETFs to direct venture investments, are examined, illustrating how they can be strategically utilized within a disciplined investment strategy. As part 4 of the Portfolio Management Professional Certificate program, this course is ideal for professionals seeking to enhance their expertise in investment management. Although the specific duration is not stated, learners can start with a subscription to the Starter plan. Join now to advance your skills and knowledge in portfolio management.