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Arzu Ozoguz
In this course, you will learn about latest investment strategies and performance evaluation. You will start by learning portfolio performance measures and discuss best practices in portfolio performance evaluation. You will explore different evaluation techniques such as style analysis and attribution analysis and apply them to evaluate different investment strategies. Special emphasis will be given to recent financial market innovations and current investment trends.
Read more
In this course, you will learn about latest investment strategies and performance evaluation. You will start by learning portfolio performance measures and discuss best practices in portfolio performance evaluation. You will explore different evaluation techniques such as style analysis and attribution analysis and apply them to evaluate different investment strategies. Special emphasis will be given to recent financial market innovations and current investment trends.
Read more
In this course, you will learn about latest investment strategies and performance evaluation. You will start by learning portfolio performance measures and discuss best practices in portfolio performance evaluation. You will explore different evaluation techniques such as style analysis and attribution analysis and apply them to evaluate different investment strategies. Special emphasis will be given to recent financial market innovations and current investment trends.
After this course, learners will be able to:
• Describe performance measurement measures
• Evaluate portfolio performance
• Describe and contrast different investment strategies
• Propose investment strategy solutions
Register for this course and see more details by visiting:
OpenCourser.com/course/w4cwzh/investment
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What's inside
Syllabus
Performance measurement and benchmarking
In this module, we focus on the central problem of performance measurement: how do you assess the increase in your wealth over a given period and evaluate the risk that was involved? In this module, you will learn how to calculate different return and risk measures and how you use these measures to evaluate a portfolio’s performance relative to a benchmark.
Read more
Syllabus
Performance measurement and benchmarking
In this module, we focus on the central problem of performance measurement: how do you assess the increase in your wealth over a given period and evaluate the risk that was involved? In this module, you will learn how to calculate different return and risk measures and how you use these measures to evaluate a portfolio’s performance relative to a benchmark.
Read more
Active vs. passive investing: Risk-adjusted return measures
In this module, we focus on constructing return-to-risk measures in order to compare investments in terms of their desirability. You are going to learn several different ways to calculate risk-adjusted return measures for an actively managed fund and understand how these measures differ from each other.
Performance evaluation: Style analysis and performance attribution
In this module, you are going to learn to use two analytical tools that are widely used in practice to evaluate what the portfolio performance can be attributed to.
You will first learn about style analysis. Then, you will learn about attribution analysis, which has become a crucial component in internal evaluation system of investment managers and institutional clients in the industry. Focus will be placed on the practical applications.
Good to know
Good to know
Know what's good ,
what to watch for , and
possible dealbreakers
Explores various evaluation techniques used in industry, such as style analysis and attribution analysis
Covers performance measurement and benchmarking, which are fundamental concepts in portfolio management
Taught by Arzu Ozoguz, a recognized expert in the field of investment strategies and performance evaluation
Focuses on recent financial market innovations and current investment trends, ensuring relevance and practical application
Provides hands-on learning through the exploration of real-world case studies
May not cover all aspects of portfolio management, requiring supplementary learning for a comprehensive understanding
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Save Investment Strategies and Portfolio Analysis to your list so you can find it easily later:
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Reviews summary
Practical investment strategies
Learners say that Investment Strategies and Portfolio Analysis provides practical tools and methodologies for assessing risk and optimizing investment portfolios based on engaging assignments and clear explanations of fundamental concepts.
However, some students complain of errors, typos, and confusing explanations that hinder learning.
Learners with and without finance backgrounds praise the course's beginner-friendly approach and clear explanations.
"The concepts and their application at the beginners level was 100% perfect."
"Simple and clear use of jargons of finance made the understanding very easy to digest."
"This course is completely fine to pursue..."
Many learners value this course because of its practical takeaways for real-world investment.
"The techniques learned i this course can be applied in various investment settings."
"Very good course, which provides practical tools and methodology to assess the risk and optimize the investment portfolios."
"Best course. I was able to apply what I learned to my job."
Some learners dislike the number of errors, typos, and mistakes they encounter.
"This course is actually good, yet I agree with some of other reviewers that previous courses of this specialization were better."
"With that in mind I would give it 3-4 stars."
"Nonetheless I am giving this rating because of many errors, typos and staff, that hasn't corrected any of the mistakes several years later after they were pointed out."
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 Investment Strategies and Portfolio Analysis with these
activities:
Review basics of investment strategies
Show steps
Revisit your foundational knowledge to gain a deeper understanding of the course materials.
Browse courses on
Investment Strategies
Show steps
-
Read textbooks and course materials from previous finance courses.
-
Summarize key concepts and formulas related to investment strategies.
-
Complete practice problems and review solved examples.
Explore online resources on investment strategies
Show steps
Expand your knowledge by delving into additional resources on investment strategies.
Show steps
-
Search for reputable websites, blogs, or videos related to the course topics.
-
Follow tutorials or read articles to gain insights from industry experts.
-
Evaluate the credibility of the sources and consider their perspectives.
Organize and review course materials
Show steps
Enhance your understanding of the course content by organizing and reviewing materials regularly.
Show steps
-
Create a system for organizing notes, assignments, quizzes, and exams.
-
Review materials at regular intervals to reinforce key concepts.
-
Identify areas where you need additional support and seek assistance from instructors or peers.
Five other activities
Expand to see all activities and additional details
Show all eight activities
Develop a portfolio evaluation framework
Show steps
Create a personalized framework to assess and track your investment strategies.
Show steps
-
Identify relevant performance metrics based on course materials.
-
Design a spreadsheet or use software to track and calculate these metrics.
-
Apply the framework to analyze your own investment portfolio or hypothetical scenarios.
Solve portfolio performance evaluation problems
Show steps
Sharpen your skills in calculating and interpreting portfolio performance.
Show steps
-
Find practice problems in textbooks, online resources, or previous course materials.
-
Calculate various performance measures, such as return, risk, and risk-adjusted return.
-
Analyze the results and draw conclusions about portfolio performance.
Analyze a book on portfolio management
Show steps
Deepen your understanding by exploring a comprehensive book on portfolio management.
View
The Basics of Financial Econometrics
on Amazon
Show steps
-
Read the book thoroughly, taking notes on key concepts and insights.
-
Summarize the main arguments and theories presented in the book.
-
Evaluate the book's relevance to your investment strategy goals.
Connect with investment professionals
Show steps
Tap into the expertise of experienced professionals to enhance your understanding of investment strategies.
Show steps
-
Attend industry events, meetups, or conferences to network with professionals.
-
Reach out to professionals through LinkedIn or email to request mentorship or guidance.
-
Engage in conversations, ask questions, and seek advice on investment strategies.
Participate in a workshop on risk management
Show steps
Enhance your understanding of risk management strategies through hands-on practice.
Show steps
-
Identify workshops or seminars that focus on risk management in investment strategies.
-
Register and attend the workshop, actively participating in discussions and exercises.
-
Apply the knowledge gained from the workshop to your own investment strategies.
Review basics of investment strategies
Show steps
Revisit your foundational knowledge to gain a deeper understanding of the course materials.
Browse courses on
Investment Strategies
Show steps
Show steps
Show steps
- Read textbooks and course materials from previous finance courses.
- Summarize key concepts and formulas related to investment strategies.
- Complete practice problems and review solved examples.
Explore online resources on investment strategies
Show steps
Expand your knowledge by delving into additional resources on investment strategies.
Show steps
Show steps
Show steps
- Search for reputable websites, blogs, or videos related to the course topics.
- Follow tutorials or read articles to gain insights from industry experts.
- Evaluate the credibility of the sources and consider their perspectives.
Organize and review course materials
Show steps
Enhance your understanding of the course content by organizing and reviewing materials regularly.
Show steps
Show steps
Show steps
- Create a system for organizing notes, assignments, quizzes, and exams.
- Review materials at regular intervals to reinforce key concepts.
- Identify areas where you need additional support and seek assistance from instructors or peers.
Five other activities
Expand to see all activities and additional details
Show all eight activities
Develop a portfolio evaluation framework
Show steps
Create a personalized framework to assess and track your investment strategies.
Show steps
Show steps
Show steps
- Identify relevant performance metrics based on course materials.
- Design a spreadsheet or use software to track and calculate these metrics.
- Apply the framework to analyze your own investment portfolio or hypothetical scenarios.
Solve portfolio performance evaluation problems
Show steps
Sharpen your skills in calculating and interpreting portfolio performance.
Show steps
Show steps
Show steps
- Find practice problems in textbooks, online resources, or previous course materials.
- Calculate various performance measures, such as return, risk, and risk-adjusted return.
- Analyze the results and draw conclusions about portfolio performance.
Analyze a book on portfolio management
Show steps
Deepen your understanding by exploring a comprehensive book on portfolio management.
View
The Basics of Financial Econometrics
on Amazon
Show steps
Show steps
Show steps
- Read the book thoroughly, taking notes on key concepts and insights.
- Summarize the main arguments and theories presented in the book.
- Evaluate the book's relevance to your investment strategy goals.
Connect with investment professionals
Show steps
Tap into the expertise of experienced professionals to enhance your understanding of investment strategies.
Show steps
Show steps
Show steps
- Attend industry events, meetups, or conferences to network with professionals.
- Reach out to professionals through LinkedIn or email to request mentorship or guidance.
- Engage in conversations, ask questions, and seek advice on investment strategies.
Participate in a workshop on risk management
Show steps
Enhance your understanding of risk management strategies through hands-on practice.
Show steps
Show steps
Show steps
- Identify workshops or seminars that focus on risk management in investment strategies.
- Register and attend the workshop, actively participating in discussions and exercises.
- Apply the knowledge gained from the workshop to your own investment strategies.
Career center
Learners who complete Investment Strategies and Portfolio Analysis will develop knowledge and skills
that may be useful to these careers:
Data Analyst
Data Analyst
Data Analysts collect and analyze data. They may also develop models to help companies make decisions. This course may be useful to a Data Analyst because it teaches how to use quantitative data to evaluate the performance of different investment strategies. This can help when developing models to predict future investment performance.
Quantitative Analyst
Quantitative Analyst
Quantitative Analysts use mathematical models to analyze data. This helps companies make decisions about how to invest their money. This course may be useful to a Quantitative Analyst because it teaches how to use quantitative data to evaluate the performance of different investment strategies.
Quantitative Trader
Quantitative Trader
Quantitative Traders use mathematical models to trade stocks, bonds, and other financial instruments. This course may be useful to a Quantitative Trader because it teaches how to use quantitative data to evaluate the performance of different investment strategies. This can help when developing models to predict future investment performance.
Risk Analyst
Risk Analyst
Risk Analysts assess the risk of investments. This helps companies make decisions about how to invest their money. This course may be useful to a Risk Analyst because it teaches how to evaluate the risk of different investment strategies. This can help when deciding how to invest a company's money.
Private Equity Investor
Private Equity Investor
Private Equity Investors invest in private companies. They may also help these companies grow and develop. This course may be useful to a Private Equity Investor because it teaches how to evaluate the performance of different investment strategies. This can help when deciding how to invest a client's money.
Investment Advisor
Investment Advisor
Investment Advisors provide financial advice to clients. They may also manage the day-to-day operations of a client's portfolio. This course may be useful to an Investment Advisor because it teaches how to evaluate the performance of different investment strategies. This can help when deciding how to invest a client's money.
Wealth Manager
Wealth Manager
Wealth Managers provide financial advice to wealthy individuals and families. They may also manage the day-to-day operations of a client's portfolio. This course may be useful to a Wealth Manager because it teaches how to evaluate the performance of different investment strategies. This can help when deciding how to invest a client's money.
Portfolio Manager
Portfolio Manager
Portfolio Managers make investment decisions for clients. They may also manage the day-to-day operations of a fund. This course may be useful to a Portfolio Manager because it teaches how to evaluate the performance of different investment strategies. This can help when deciding how to invest a client's money.
Financial Planner
Financial Planner
Financial Planners help people plan for their financial future. They may also provide investment advice. This course may be useful to a Financial Planner because it teaches how to evaluate the performance of different investment strategies. This can help when deciding how to invest a client's money.
Venture Capitalist
Venture Capitalist
Venture Capitalists invest in early-stage companies. They may also help these companies grow and develop. This course may be useful to a Venture Capitalist because it teaches how to evaluate the performance of different investment strategies. This can help when deciding how to invest a client's money.
Investment Manager
Investment Manager
Investment Managers make investment decisions for clients. They may also manage the day-to-day operations of a fund. This course may be useful to an Investment Manager because it teaches how to evaluate the performance of different investment strategies. This can help when deciding how to invest a client's money.
Hedge Fund Manager
Hedge Fund Manager
Hedge Fund Managers make investment decisions for a hedge fund. They may also manage the day-to-day operations of a fund. This course may be useful to a Hedge Fund Manager because it teaches how to evaluate the performance of different investment strategies. This can help when deciding how to invest the fund's money.
Investment Banker
Investment Banker
Investment Bankers help companies raise capital. They may also help companies merge with one another. This course may be useful to an Investment Banker because it teaches how to evaluate the performance of different investment strategies. This can help when deciding how to invest a client's money.
Financial Economist
Financial Economist
Financial Economists study the financial markets. They may also develop theories about how the financial markets work. This course may be useful to a Financial Economist because it teaches how to evaluate the performance of different investment strategies. This can help when developing theories about how the financial markets work.
Financial Analyst
Financial Analyst
Financial Analysts make economic predictions based on data analysis. These predictions can lead to investment decisions. This course may be useful to a Financial Analyst because it teaches how to use quantitative data to evaluate investment strategies and portfolio performance.
For more career information including salaries, visit:
OpenCourser.com/course/w4cwzh/investment
Reading list
We've selected nine 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
Investment Strategies and Portfolio Analysis.
Provides a comprehensive overview of machine learning for asset managers. It valuable resource for students and practitioners who want to learn about the latest techniques and strategies for using machine learning in investment management.
Provides a comprehensive overview of advances in financial machine learning. It valuable resource for students and practitioners who want to learn about the latest research on this topic.
Provides a comprehensive overview of active vs. passive investing. It valuable resource for students and practitioners who want to learn about the latest research on this topic.
Classic text on portfolio analysis and management. It provides a thorough overview of the theory and practice of portfolio management.
Save
Provides a comprehensive overview of portfolio management. It valuable resource for students and practitioners who want to learn about the latest techniques and strategies for managing investment portfolios.
Save
Provides a comprehensive overview of hedge funds. It valuable resource for students and practitioners who want to learn about the latest techniques and strategies for investing in hedge funds.
Comprehensive textbook on investments. It covers a wide range of topics, including investment analysis, portfolio management, and financial markets.
Save
Classic text on security analysis. It valuable resource for students and practitioners who want to learn about the fundamental principles of security analysis.
Classic text on investing. It valuable resource for students and practitioners who want to learn about the fundamental principles of investing.
For more information about how these books relate to this course, visit:
OpenCourser.com/course/w4cwzh/investment
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Effort
4 weeks of study
Via
Coursera
Institution
Rice University
Instructor
Arzu Ozoguz
Language
English
Transcripts
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This course belongs to a
collection
called
Investment and Portfolio Management. It's comprised of five courses:
- Biases and Portfolio Selection
- Capstone: Build a Winning Investment Portfolio
- Portfolio Selection and Risk Management
- Global Financial Markets and Instruments
- Investment Strategies and Portfolio Analysis (viewing)
Good to know
Explores various evaluation techniques used in industry, such as style analysis and attribution analysis
Covers performance measurement and benchmarking, which are fundamental concepts in portfolio management
Taught by Arzu Ozoguz, a recognized expert in the field of investment strategies and performance evaluation
Focuses on recent financial market innovations and current investment trends, ensuring relevance and practical application
Provides hands-on learning through the exploration of real-world case studies
May not cover all aspects of portfolio management, requiring supplementary learning for a comprehensive understanding
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