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Ramabhadran Thirumalai
This course teaches you the concepts of risk and expected return. This course presents an overview of the basic concepts and techniques used to construct financial portfolios. You will learn about the investment process and get a very good understanding of...
Read more
This course teaches you the concepts of risk and expected return. This course presents an overview of the basic concepts and techniques used to construct financial portfolios. You will learn about the investment process and get a very good understanding of...
Read more
This course teaches you the concepts of risk and expected return. This course presents an overview of the basic concepts and techniques used to construct financial portfolios. You will learn about the investment process and get a very good understanding of economic, industry, and company analyses. We will also look at understanding and interpreting major portfolio management and risk concepts. Through this course, you will discover the basic concepts of Modern Portfolio Theory.
In the second half of the course we explore the frameworks to measure investment performance, as well as the various measures of investment performance. Finally, you will learn how to measure performance of equity, bonds and hedge funds. After completing this course, you will be able to appreciate the details that go into the creation of investment portfolios.
Register for this course and see more details by visiting:
OpenCourser.com/course/ogbqc6/portfolio
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Taught by Ramabhadran Thirumalai, who focuses on banking and neural networks
Explores economic, industry, and company analyses, which are standard in investor roles
Develops Modern Portfolio Theory, which is core to financial planning
Provides basic financial concepts that may be a strong fit for beginners
May require more advanced knowledge for experienced individuals
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Reviews summary
Portfolio and risk management course
Portfolio and Risk Management is an extensive course that covers the foundational ideas of risk management, portfolio theory, and financial analysis. The course is structured in a way that starts with the basics and gradually introduces more advanced concepts. This allows learners to build a strong understanding of the subject matter. The instructor presents the material in a clear and engaging manner, making it easy to follow along. The course is well-paced, providing learners with ample time to grasp the concepts before moving on to the next topic. Overall, this course is highly recommended for anyone looking to gain a comprehensive understanding of portfolio and risk management.
Instructor is knowledgeable and engaging
"Excellent course. The instructor gives simple and lucid explanations."
"His knowledge and teaching approach helped me very well."
"Prof. Ram Thirumalai taught each and every module in crystal clear manner."
Course content is comprehensive and well-structured
"This course explains the mathematical nuances of portfolio theory really well."
"Excellent Course. A true knowledge enhancement."
"The course was helpful in understanding the basics of portfolio and risk management."
Course involves peer review
"Depending on peers to review your assignment.. takes too much time as one can't even access other courses before getting reviewed."
Course lacks practical application
"I only wish there was more practical training, especially some thats done in the indian market."
"It could improve on 2 aspects: a) Focus on concept rather than reading out math & b) Very few are available to review assignment."
Course is mathematically demanding
"Great course, but was harder than expected. Increase difficulty level from beginner to intermediate."
"The course is very mathematical and explanations can be hard to follow."
"This course was not designed for learning. Many of the more complex topics were assumed of us to have base knowledge already"
Activities
Be better prepared
before
your course. Deepen your understanding
during
and
after
it. Supplement your coursework and achieve mastery of the topics covered
in Portfolio and Risk Management with these
activities:
Learn the basics of statistics
Show steps
Refresh your understanding of statistical concepts to ensure a strong foundation for the course.
Browse courses on
Statistics
Show steps
-
Review basic probability concepts, such as mean, variance, and standard deviation.
-
Practice hypothesis testing and interpreting results.
-
Use statistical software, such as R or Python, to analyze data and visualize results.
Follow online tutorials on portfolio optimization
Show steps
Supplement your understanding of portfolio optimization techniques through interactive tutorials.
Browse courses on
Portfolio Optimization
Show steps
-
Identify reputable sources for online tutorials on portfolio optimization.
-
Follow step-by-step instructions and examples to learn optimization methods.
-
Apply the learned techniques to practice optimizing hypothetical portfolios.
Solve practice problems on risk and return
Show steps
Reinforce your understanding of risk and return concepts through repetitive practice.
Browse courses on
Risk and Return
Show steps
-
Find practice problems and online resources for risk and return calculations.
-
Solve problems involving portfolio risk and return using formulas and concepts covered in the course.
-
Review solutions and identify areas for improvement.
Four other activities
Expand to see all activities and additional details
Show all seven activities
Read "Investment Analysis and Portfolio Management" by Frank Fabozzi
Show steps
Expand your knowledge of investment analysis and portfolio management through a comprehensive reference text.
Show steps
-
Obtain a copy of the book.
-
Read the chapters relevant to the course topics.
-
Take notes and highlight important concepts.
Create a visual representation of Modern Portfolio Theory
Show steps
Enhance your understanding of Modern Portfolio Theory by creating a visual representation.
Browse courses on
Modern Portfolio Theory
Show steps
-
Choose a visual format, such as a mind map, flowchart, or infographic.
-
Identify the key concepts and relationships in Modern Portfolio Theory.
-
Create a visual representation that clearly illustrates these concepts.
Develop a mock investment portfolio
Show steps
Apply the concepts of portfolio management by creating a hypothetical investment portfolio.
Browse courses on
Portfolio Management
Show steps
-
Determine investment goals, risk tolerance, and time horizon.
-
Research and select a mix of assets, such as stocks, bonds, and real estate.
-
Calculate the risk and return of the portfolio.
Discuss investment strategies with peers
Show steps
Gain diverse perspectives and share knowledge by discussing investment strategies with peers.
Browse courses on
Investment Strategies
Show steps
-
Organize a study group or join an online forum.
-
Share investment ideas, research findings, and market insights.
-
Discuss portfolio diversification, risk management, and investment decision-making.
Learn the basics of statistics
Show steps
Refresh your understanding of statistical concepts to ensure a strong foundation for the course.
Browse courses on
Statistics
Show steps
Show steps
Show steps
- Review basic probability concepts, such as mean, variance, and standard deviation.
- Practice hypothesis testing and interpreting results.
- Use statistical software, such as R or Python, to analyze data and visualize results.
Follow online tutorials on portfolio optimization
Show steps
Supplement your understanding of portfolio optimization techniques through interactive tutorials.
Browse courses on
Portfolio Optimization
Show steps
Show steps
Show steps
- Identify reputable sources for online tutorials on portfolio optimization.
- Follow step-by-step instructions and examples to learn optimization methods.
- Apply the learned techniques to practice optimizing hypothetical portfolios.
Solve practice problems on risk and return
Show steps
Reinforce your understanding of risk and return concepts through repetitive practice.
Browse courses on
Risk and Return
Show steps
Show steps
Show steps
- Find practice problems and online resources for risk and return calculations.
- Solve problems involving portfolio risk and return using formulas and concepts covered in the course.
- Review solutions and identify areas for improvement.
Four other activities
Expand to see all activities and additional details
Show all seven activities
Read "Investment Analysis and Portfolio Management" by Frank Fabozzi
Show steps
Expand your knowledge of investment analysis and portfolio management through a comprehensive reference text.
Show steps
Show steps
Show steps
- Obtain a copy of the book.
- Read the chapters relevant to the course topics.
- Take notes and highlight important concepts.
Create a visual representation of Modern Portfolio Theory
Show steps
Enhance your understanding of Modern Portfolio Theory by creating a visual representation.
Browse courses on
Modern Portfolio Theory
Show steps
Show steps
Show steps
- Choose a visual format, such as a mind map, flowchart, or infographic.
- Identify the key concepts and relationships in Modern Portfolio Theory.
- Create a visual representation that clearly illustrates these concepts.
Develop a mock investment portfolio
Show steps
Apply the concepts of portfolio management by creating a hypothetical investment portfolio.
Browse courses on
Portfolio Management
Show steps
Show steps
Show steps
- Determine investment goals, risk tolerance, and time horizon.
- Research and select a mix of assets, such as stocks, bonds, and real estate.
- Calculate the risk and return of the portfolio.
Discuss investment strategies with peers
Show steps
Gain diverse perspectives and share knowledge by discussing investment strategies with peers.
Browse courses on
Investment Strategies
Show steps
Show steps
Show steps
- Organize a study group or join an online forum.
- Share investment ideas, research findings, and market insights.
- Discuss portfolio diversification, risk management, and investment decision-making.
Career center
Learners who complete Portfolio and Risk Management will develop knowledge and skills
that may be useful to these careers:
Risk Analyst
Risk Analyst
Risk Analysts identify and assess financial risks faced by a company or entity. The Portfolio and Risk Management course will not only give a Risk Analyst the necessary skills to do this, it will teach concepts like Modern Portfolio Theory, which is foundational to their work.
Portfolio Manager
Portfolio Manager
Portfolio Managers oversee the investments and assets of individuals and institutions. This role requires a deep understanding of risk and return, enabling a Portfolio Manager to maximize gains, which is the focus of the Portfolio and Risk Management course.
Market Risk Analyst
Market Risk Analyst
Market Risk Analysts measure and manage the financial risks faced by a company or entity. The Portfolio and Risk Management course will teach these professionals concepts like Modern Portfolio Theory and techniques for constructing investment portfolios, which are important for managing risk.
Financial Analyst
Financial Analyst
Financial Analysts gather data to help make investment decisions. They may use the knowledge gained in the Porfolio and Risk Management course to weigh risks against potential gains, and will often need an advanced degree to enter this field.
Hedge Fund Manager
Hedge Fund Manager
Hedge Fund Managers use advanced investment strategies to generate capital gains for their clients. The Portfolio and Risk Management course will provide these individuals with the foundational understanding of Modern Portfolio Theory, along with techniques for constructing investment portfolios, which are important in this role.
Quantitative Analyst
Quantitative Analyst
Quantitative Analyst use data to make investment recommendations. The concepts around risk and return, as well as the more in-depth course teachings around Modern Portfolio Theory, will be useful to those entering this role.
Investment Adviser
Investment Adviser
Investment Advisers provide advice to clients on how to invest their money. The Portfolio and Risk Management course could be useful for these professionals as it teaches them about investment strategies and risk management.
Investment Banker
Investment Banker
Investment Bankers help companies raise capital and complete mergers and acquisitions. They can also leverage knowledge from Portfolio and Risk Management to understand risk and maximize return for clients.
Credit Analyst
Credit Analyst
Credit Analysts assess the creditworthiness of individuals and businesses. The Portfolio and Risk Management course could be useful in this role as it teaches how to assess risk and understand the basics of Modern Portfolio Theory.
Real Estate Investment Analyst
Real Estate Investment Analyst
Real Estate Investment Analysts evaluate real estate investments for potential risks and returns. The Portfolio and Risk Management course could be useful in this role, as it provides a foundation in understanding complex investment strategies.
Equity Analyst
Equity Analyst
Equity Analysts study the financial performance of companies to make investment recommendations. The Porfolio and Risk Management course may be useful to gain a deeper understanding of a company's financial health, and how to make better investment decisions.
Actuary
Actuary
Actuaries analyze risk and uncertainty in order to calculate insurance premiums and benefits. The Portfolio and Risk Management course may be useful in building a foundation for this role, which requires an advanced degree to enter.
Financial Planner
Financial Planner
Financial Planners help individuals and families manage their finances and plan for the future. The Portfolio and Risk Management course may be useful to develop a better understanding of investing and risk management.
Compliance Officer
Compliance Officer
Compliance Officers ensure that a company operates in accordance with laws, regulations, and ethical standards. The Porfolio and Risk Management course may be helpful to develop an understanding of the risks associated with compliance.
Auditor
Auditor
Auditors examine financial records to ensure that they are accurate and compliant with regulations. The Portfolio and Risk Management course may be useful for developing a better understanding of financial risk, which can help in this role.
For more career information including salaries, visit:
OpenCourser.com/course/ogbqc6/portfolio
Reading list
We've selected 25 books
that we think will supplement your
learning. Use these to
develop background knowledge, enrich your coursework, and gain a
deeper understanding of the topics covered in
Portfolio and Risk Management.
Is considered a classic in the field of portfolio management and provides a solid foundation for understanding the concepts of risk and return. It presents the theoretical framework of modern portfolio theory and discusses its practical applications in investment analysis.
This comprehensive textbook covers a wide range of topics in investment analysis and portfolio management, including asset pricing, portfolio optimization, and risk management. It valuable resource for students and practitioners alike.
Provides a comprehensive overview of modern portfolio theory, including asset allocation, risk management, and performance evaluation. It valuable reference for students and professionals in the field of finance.
This timeless classic provides a wealth of wisdom and practical advice on investing. It emphasizes the importance of value investing and long-term thinking.
This in-depth guide to security analysis is considered the bible of value investing. It provides a comprehensive framework for analyzing stocks and bonds.
Save
This textbook provides a comprehensive overview of the investment process, including asset allocation, risk management, and performance evaluation. It valuable resource for students and professionals in the field of finance.
This authoritative reference provides a comprehensive overview of fixed income securities, including bonds, mortgages, and other debt instruments.
Provides a comprehensive overview of risk management in financial institutions, including credit risk, market risk, and operational risk. It valuable resource for students and professionals in the field of finance.
This comprehensive textbook provides a thorough introduction to derivatives, including options, futures, and swaps. It valuable resource for students and practitioners who want to understand the complexities of derivative markets.
This classic book provides a timeless perspective on investing and the importance of value investing. It valuable resource for investors of all levels of experience.
This classic book provides a comprehensive overview of security analysis, including fundamental analysis, technical analysis, and portfolio management. It valuable resource for students and professionals in the field of finance.
Provides a comprehensive overview of quantitative equity investing, including factor models, portfolio optimization, and risk management. It valuable resource for students and professionals in the field of finance.
This textbook provides a comprehensive overview of investment management, including portfolio construction, performance evaluation, and risk management. It valuable resource for students and practitioners alike.
Provides a comprehensive overview of fixed income securities, including bonds, mortgages, and other fixed income instruments. It valuable resource for students and professionals in the field of finance.
Save
Provides a comprehensive overview of hedge funds, including hedge fund strategies, risk management, and performance evaluation. It valuable resource for students and professionals in the field of finance.
This classic book provides a comprehensive overview of the theory of investment value. It valuable resource for students and practitioners who want to understand the fundamental principles of investing.
Save
This handbook provides a comprehensive overview of portfolio management, including asset allocation, risk management, and performance evaluation. It valuable resource for students and professionals in the field of finance.
Save
Provides a comprehensive overview of advanced portfolio management, including portfolio optimization, risk management, and performance evaluation. It valuable resource for students and professionals in the field of finance.
Save
Provides a comprehensive overview of investment performance measurement, including the calculation of returns, risk, and other performance metrics. It valuable resource for practitioners who want to understand the complexities of performance measurement.
Save
Provides a comprehensive overview of common sense investing, including the importance of diversification, the power of compounding, and the dangers of chasing returns. It valuable resource for investors of all levels of experience.
This handbook provides a comprehensive overview of fixed income securities, including bonds, mortgages, and other debt instruments. It valuable resource for practitioners who want to stay up-to-date on the latest developments in the fixed income market.
Provides a comprehensive overview of investing for beginners, including the basics of investing, the different types of investments, and the importance of diversification. It valuable resource for investors of all levels of experience.
This handbook provides a comprehensive overview of hedge funds, including the different types of hedge funds, the strategies they use, and the risks they involve. It valuable resource for practitioners who want to stay up-to-date on the latest developments in the hedge fund industry.
This handbook provides a comprehensive overview of commodity investing, including the different types of commodities, the strategies used to invest in commodities, and the risks involved. It valuable resource for practitioners who want to stay up-to-date on the latest developments in the commodity market.
Provides a comprehensive overview of the habits and characteristics of millionaires, including the importance of saving, investing, and building wealth. It valuable resource for investors of all levels of experience.
For more information about how these books relate to this course, visit:
OpenCourser.com/course/ogbqc6/portfolio
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Time
24 hours
Via
Coursera
Institution
Indian School of Business
Instructor
Ramabhadran Thirumalai
This course belongs to a
collection
called
Financial Markets and Investment Strategy. It's comprised of five courses:
- Investment Strategy
- Introduction to Financial Markets
- Portfolio and Risk Management (viewing)
- Financial Markets and Investment Strategy Capstone
- Behavioral Investing
Good to know
Taught by Ramabhadran Thirumalai, who focuses on banking and neural networks
Explores economic, industry, and company analyses, which are standard in investor roles
Develops Modern Portfolio Theory, which is core to financial planning
Provides basic financial concepts that may be a strong fit for beginners
May require more advanced knowledge for experienced individuals
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