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Ramabhadran Thirumalai
and
Prasanna Tantri
This course integrates all the learning from the first three courses and guides the learner about ways of building a portfolio of strategies and integrating the same into a hedge fund.
In the first part of the course, you will be taught ways of measuring the contribution of a strategy to a portfolio in terms of risk and return. You will be able to appreciate the consequences of including a strategy to a new as well an existing portfolio.
Read more
This course integrates all the learning from the first three courses and guides the learner about ways of building a portfolio of strategies and integrating the same into a hedge fund.
In the first part of the course, you will be taught ways of measuring the contribution of a strategy to a portfolio in terms of risk and return. You will be able to appreciate the consequences of including a strategy to a new as well an existing portfolio.
Read more
This course integrates all the learning from the first three courses and guides the learner about ways of building a portfolio of strategies and integrating the same into a hedge fund.
In the first part of the course, you will be taught ways of measuring the contribution of a strategy to a portfolio in terms of risk and return. You will be able to appreciate the consequences of including a strategy to a new as well an existing portfolio.
Next, you are taught various ways of conducting the tilting analysis in order to determine the optimal weight to be placed on each strategy. After this you will learn to develop techniques for minimizing overall portfolio risk.
You will also get a basic overview of the regulatory framework that is applicable to hedge funds. You will know about different types of investors and the expectations of each type of investors.
Register for this course and see more details by visiting:
OpenCourser.com/course/qsjlc2/creating
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What's inside
Syllabus
Module 1
In this module you will learn about the efficient market hypothesis and various market anomalies. In the second half, you will learn how to evaluate the performance of investments.
Read more
Syllabus
Module 1
In this module you will learn about the efficient market hypothesis and various market anomalies. In the second half, you will learn how to evaluate the performance of investments.
Read more
Traffic lights
Traffic lights
Read about what's good
what should give you pause and
possible dealbreakers
Develops knowledge and tools for measuring and integrating strategies into a hedge fund
Instructors are Ramabhadran Thirumalai and Prasanna Tantri, who have experience in the field
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Reviews summary
Capstone in investment portfolio construction
According to learners, this course serves as a valuable capstone that effectively integrates and applies concepts from the prior courses in the specialization. Students highlight the practical experience gained, particularly through the process of building an investment portfolio. While many found the material highly relevant for finance professionals, some reviews suggest the course can be challenging and may require a very strong quantitative background. Specific feedback notes that the lectures and assignments reinforce learning, though a few learners felt certain topics could benefit from more in-depth explanation or examples.
Materials support learning goals.
"The lectures were clear and the assignments helped reinforce the concepts."
"Assignments were tough but fair, pushing me to understand the material deeper."
"The structure of the modules and assignments was logical."
Content is highly applicable to finance careers.
"Highly relevant for anyone working in or aspiring to work in finance, especially portfolio management."
"Provides useful insights applicable to professional roles."
"The focus on hedge funds and regulations is valuable industry knowledge."
Successfully integrates prior course knowledge.
"Excellent course, ties everything together nicely from the previous modules."
"This course is a fantastic culmination of the specialization, bringing all the pieces together."
"It really helped solidify my understanding by showing how all the previous concepts are applied."
Focuses on hands-on application.
"The most practical aspect was the actual building of the investment portfolio."
"Gave me valuable hands-on experience applying strategies discussed earlier."
"I learned practical skills I can use in my finance career."
Some topics needed more detailed explanation.
"Felt some topics, like backtesting, were a bit rushed."
"Could benefit from more examples on complex calculations."
"Wished there was deeper coverage on certain quantitative techniques."
Course difficulty requires preparation.
"This course is quite challenging and demands significant effort."
"Requires a strong background in quantitative methods and finance."
"Some concepts were complex and needed extra study time."
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 Creating a Portfolio with these
activities:
Review financial management skills
Show steps
Hedge funds are financial institutions that use sophisticated investment strategies. Reviewing financial management skills can help prepare learners to better understand these strategies and the underlying financial concepts.
Browse courses on
Financial Management
Show steps
-
Review concepts such as time value of money, risk and return, and portfolio diversification.
-
Conduct practice drills on financial statement analysis and valuation techniques.
Explore Hedge Fund Databases
Show steps
Familiarize yourself with the process of finding and using hedge fund databases to enhance your understanding of real-world portfolio management.
Show steps
-
Identify reputable hedge fund databases
-
Learn how to navigate and search these databases
-
Extract relevant data for analysis
Calculate portfolio risk and return metrics
Show steps
Calculating portfolio risk and return metrics is essential for evaluating the performance of a hedge fund. Practicing these calculations can improve learners' understanding of how to measure and manage investment risk.
Show steps
-
Review formulas for calculating common risk and return metrics.
-
Use a financial calculator or spreadsheet to practice calculating these metrics.
Five other activities
Expand to see all activities and additional details
Show all eight activities
Review Modern Portfolio Theory
Show steps
Refresh your knowledge of Modern Portfolio Theory, which serves as a significant foundation for this course by reviewing textbooks or online resources.
Browse courses on
Modern Portfolio Theory
Show steps
-
Read textbooks or online articles on Modern Portfolio Theory
-
Review fundamental concepts like risk, return, and diversification
-
Complete practice problems related to portfolio optimization
Practice performance attribution analysis
Show steps
Performance attribution analysis is a technique used to determine the sources of a portfolio's return. Practicing this technique can enhance learners' understanding of how different investment strategies contribute to overall portfolio performance.
Show steps
-
Find a tutorial on performance attribution analysis.
-
Follow the tutorial to learn the steps involved in performance attribution.
-
Apply the technique to analyze a real-world portfolio.
Practice Performance Attribution
Show steps
Reinforce your understanding of performance attribution by completing practice drills that involve analyzing the sources of return in different investment portfolios.
Browse courses on
Performance Evaluation
Show steps
-
Use online tools or textbooks to access practice problems
-
Calculate the attribution of performance to different factors
-
Compare the performance of different portfolios
Participate in Hedge Fund Case Competitions
Show steps
Put your knowledge to the test and collaborate with others to develop and manage a hypothetical hedge fund in a simulated competition.
Browse courses on
Hedge Fund Management
Show steps
-
Form a team and develop a strategy
-
Manage a virtual portfolio
-
Present your results and compete against other teams
Design a Hedge Fund Portfolio
Show steps
Put your learning into practice by designing a hypothetical hedge fund portfolio that incorporates the strategies discussed in the course.
Browse courses on
Portfolio Construction
Show steps
-
Research different hedge fund strategies
-
Select strategies that complement each other
-
Create a portfolio allocation plan
-
Monitor and adjust the portfolio over time
Review financial management skills
Show steps
Hedge funds are financial institutions that use sophisticated investment strategies. Reviewing financial management skills can help prepare learners to better understand these strategies and the underlying financial concepts.
Browse courses on
Financial Management
Show steps
Show steps
Show steps
- Review concepts such as time value of money, risk and return, and portfolio diversification.
- Conduct practice drills on financial statement analysis and valuation techniques.
Explore Hedge Fund Databases
Show steps
Familiarize yourself with the process of finding and using hedge fund databases to enhance your understanding of real-world portfolio management.
Show steps
Show steps
Show steps
- Identify reputable hedge fund databases
- Learn how to navigate and search these databases
- Extract relevant data for analysis
Calculate portfolio risk and return metrics
Show steps
Calculating portfolio risk and return metrics is essential for evaluating the performance of a hedge fund. Practicing these calculations can improve learners' understanding of how to measure and manage investment risk.
Show steps
Show steps
Show steps
- Review formulas for calculating common risk and return metrics.
- Use a financial calculator or spreadsheet to practice calculating these metrics.
Five other activities
Expand to see all activities and additional details
Show all eight activities
Review Modern Portfolio Theory
Show steps
Refresh your knowledge of Modern Portfolio Theory, which serves as a significant foundation for this course by reviewing textbooks or online resources.
Browse courses on
Modern Portfolio Theory
Show steps
Show steps
Show steps
- Read textbooks or online articles on Modern Portfolio Theory
- Review fundamental concepts like risk, return, and diversification
- Complete practice problems related to portfolio optimization
Practice performance attribution analysis
Show steps
Performance attribution analysis is a technique used to determine the sources of a portfolio's return. Practicing this technique can enhance learners' understanding of how different investment strategies contribute to overall portfolio performance.
Show steps
Show steps
Show steps
- Find a tutorial on performance attribution analysis.
- Follow the tutorial to learn the steps involved in performance attribution.
- Apply the technique to analyze a real-world portfolio.
Practice Performance Attribution
Show steps
Reinforce your understanding of performance attribution by completing practice drills that involve analyzing the sources of return in different investment portfolios.
Browse courses on
Performance Evaluation
Show steps
Show steps
Show steps
- Use online tools or textbooks to access practice problems
- Calculate the attribution of performance to different factors
- Compare the performance of different portfolios
Participate in Hedge Fund Case Competitions
Show steps
Put your knowledge to the test and collaborate with others to develop and manage a hypothetical hedge fund in a simulated competition.
Browse courses on
Hedge Fund Management
Show steps
Show steps
Show steps
- Form a team and develop a strategy
- Manage a virtual portfolio
- Present your results and compete against other teams
Design a Hedge Fund Portfolio
Show steps
Put your learning into practice by designing a hypothetical hedge fund portfolio that incorporates the strategies discussed in the course.
Browse courses on
Portfolio Construction
Show steps
Show steps
Show steps
- Research different hedge fund strategies
- Select strategies that complement each other
- Create a portfolio allocation plan
- Monitor and adjust the portfolio over time
Career center
Learners who complete Creating a Portfolio will develop knowledge and skills
that may be useful to these careers:
Investment Portfolio Manager
Investment Portfolio Manager
An Investment Portfolio Manager helps manage and/or oversee investments by managing portfolios of stocks, bonds, and other financial assets. This course could help one in this role because it teaches many aspects of portfolio management, including developing strategies, integrating strategies into a hedge fund, and optimizing portfolio risk.
Financial Analyst
Financial Analyst
A Financial Analyst makes recommendations to clients about buying, selling, or holding stocks, bonds, or other investments. This course teaches topics such as measuring the contribution of a strategy to a portfolio in terms of risk, return, and optimal weighting. This course could be a useful supplement to the skillset of a Financial Analyst.
Risk Analyst
Risk Analyst
A Risk Analyst assesses the level of risk associated with an investment and makes recommendations to clients on how to manage that risk. This course may be useful for one in this role because it teaches various ways of conducting tilting analysis, developing techniques for minimizing overall portfolio risk, and the importance of reporting and compliance in trading.
Quantitative Analyst
Quantitative Analyst
A Quantitative Analyst performs mathematical computations and statistical analyses to support investment decisions. This course may be of interest to someone in this role because it teaches efficient market hypothesis, market anomalies, and calculating expected returns and risk.
Hedge Fund Manager
Hedge Fund Manager
A Hedge Fund Manager manages a hedge fund, which is a type of investment fund that invests in a wide range of assets, including stocks, bonds, currencies, and commodities. This course may be useful for one in this role as it guides the learner about ways of building a portfolio of strategies and integrating the same into a hedge fund.
Investment Consultant
Investment Consultant
An Investment Consultant provides advice to clients on how to invest their money. This course may be useful to someone in this role as it provides a basic overview of the regulatory framework applicable to hedge funds and different types of investors and the expectations of each type of investor.
Portfolio Strategist
Portfolio Strategist
A Portfolio Strategist develops investment strategies for clients. This course may be useful for one in this role as it teaches ways of measuring the contribution of a strategy to a portfolio in terms of risk and return, and developing techniques for minimizing portfolio risk.
Fixed Income Analyst
Fixed Income Analyst
A Fixed Income Analyst provides research and analysis on fixed income securities for clients. This course may be useful to someone in this role as it goes over topics such as style analysis, performance attribution, and calculating expected returns and risks.
Equity Analyst
Equity Analyst
An Equity Analyst provides research and analysis on equity securities for clients. This course may be useful for someone in this role as it covers topics such as calculating expected returns, risks, and how to conduct style analysis and performance attribution.
Investment Banker
Investment Banker
An Investment Banker provides advice and services to companies that are issuing new securities or raising capital. This course may be useful to someone in this role as it goes over the regulatory framework applicable to hedge funds and the different types of investors and their expectations.
Venture Capitalist
Venture Capitalist
A Venture Capitalist invests in early-stage companies with high growth potential. This course may be useful for one in this role as it teaches ways of evaluating the performance of investments, measuring the contribution of a strategy to a portfolio in terms of risk and return, and how to calculate expected returns.
Stockbroker
Stockbroker
A Stockbroker buys and sells stocks and other securities for clients. This course may be of some use to one in this role as it provides a basic overview of the regulatory framework applicable to hedge funds and the different types of investors and their expectations.
Financial Advisor
Financial Advisor
A Financial Advisor provides financial planning and investment advice to clients. This course may be useful to one in this role as it provides a basic overview of the regulatory framework applicable to hedge funds and the different types of investors and their expectations.
Fund Manager
Fund Manager
A Fund Manager manages a mutual fund, which is a type of investment fund that pools money from investors and invests it in a portfolio of stocks, bonds, or other assets. This course could be a helpful supplement to the skillset of a Fund Manager, as it teaches various ways of conducting tilting analysis and developing techniques for minimizing overall portfolio risk.
Credit Analyst
Credit Analyst
A Credit Analyst assesses the creditworthiness of companies and other entities. This course may be useful for one in this role as it goes over topics such as calculating expected returns, risks, and how to conduct style analysis and performance attribution.
For more career information including salaries, visit:
OpenCourser.com/course/qsjlc2/creating
Reading list
We've selected 22 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
Creating a Portfolio .
Save
Valuable supplement to the course as it provides in-depth coverage of the mathematical and statistical foundations of investment science. It is particularly useful for learners who want to gain a deeper understanding of the quantitative aspects of portfolio management.
Provides a detailed overview of hedge fund strategies, performance measurement, and risk management.
Provides a comprehensive and rigorous treatment of investment theory and practice, including asset allocation, risk management, and performance evaluation.
Provides a comprehensive and rigorous treatment of investment management theory and practice, including asset pricing, portfolio optimization, and risk management.
Save
Provides a comprehensive and rigorous treatment of value investing, emphasizing the importance of fundamental analysis and risk management.
Save
Provides a comprehensive overview of portfolio management, including asset allocation, risk management, and performance measurement.
Illustrates how to select and manage stock portfolios and includes computational examples, exercises, and discussion questions.
Provides a collection of essays by Warren Buffett, offering insights into his investment philosophy and business principles.
Provides a collection of essays by Charlie Munger, offering insights into his investment philosophy and business principles.
Provides a detailed overview of the quantitative techniques used in equity investing. It useful reference for learners who want to gain a deeper understanding of the quantitative aspects of equity portfolio management.
Provides a classic and widely-read introduction to security analysis, emphasizing the importance of fundamental analysis and risk management.
Provides a simple and accessible introduction to value investing, emphasizing the importance of fundamental analysis and risk management.
Provides a simple and accessible introduction to the psychology of money, emphasizing the importance of financial literacy and risk management.
Provides a thorough introduction to fixed income securities, including bonds, mortgages, and other debt instruments.
Provides a classic and widely-read introduction to value investing, emphasizing the importance of fundamental analysis and risk management.
This classic book provides a timeless framework for value investing. It valuable read for learners who want to gain a deeper understanding of the principles of value investing and how to apply them in practice.
Provides a comprehensive overview of the theory and practice of portfolio management. It valuable reference for learners who are preparing for the CFA Institute's Portfolio Management exam.
Provides a rigorous treatment of modern portfolio theory and investment analysis. It valuable reference for learners who want to gain a deeper understanding of the theoretical foundations of portfolio management.
Provides a simple and straightforward guide to investing in the stock market. It valuable read for learners who are new to investing and want to gain a basic understanding of the principles of investing.
Provides insights into the habits and behaviors of millionaires. It valuable read for learners who are interested in learning about the financial habits of successful investors.
Provides a simple and straightforward guide to achieving financial success. It valuable read for learners who are new to investing and want to gain a basic understanding of the principles of investing.
Save
Provides insights into the financial habits of successful investors. It valuable read for learners who are interested in learning about the principles of financial independence and how to apply them in practice.
For more information about how these books relate to this course, visit:
OpenCourser.com/course/qsjlc2/creating
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Effort
The estimated workload for this course is 4 to 5 hours per week
Level
Introductory
Via
Coursera
Institution
Indian School of Business
Instructors
Ramabhadran Thirumalai
Prasanna Tantri
Language
English
Transcripts
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آذربایجان دیلی
This course belongs to a
collection
called
Trading Strategies in Emerging Markets. It's comprised of five courses:
- Advanced Trading Algorithms
- Trading Basics
- Trading Algorithms
- Design your own trading strategy – Culminating Project
- Creating a Portfolio (viewing)
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