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Chris Thomas
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.
Read more
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.
Read more
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.
Register for this course and see more details by visiting:
OpenCourser.com/course/ym0fkq/portfolio
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What's inside
Learning objectives
- The capital markets
- Statistical tools for portfolio management
- Risk and risk/return measurement
- Analyzing portfolio performance
- The investment decision making process
- The capital markets
- Statistical tools for portfolio management
- Risk and risk/return measurement
- Analyzing portfolio performance
- The investment decision making process
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
Read more
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
Read more
Mod 5: The Investment Decision Making Process
Good to know
Good to know
Know what's good ,
what to watch for , and
possible dealbreakers
Explores statistical approaches for evaluating risk and returns, which is integral to risk management and investment analysis
Examines the role of risk and return in the investment decision making process
Develops knowledge about the range of investment options available to portfolio managers, which is necessary for portfolio diversification and risk management
Provides insights from an allocator's perspective, which offers practical knowledge from those with a real-world understanding of balancing risk and return
Covers Modern Portfolio Theory, which is foundational for comprehending risk and return in portfolio management
Requires background knowledge in finance to understand the concepts thoroughly
Save this course
Save Portfolio Management - Theory & Practice (Part 1) to your list so you can find it easily later:
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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 Management - Theory & Practice (Part 1) with these
activities:
Review basic statistics
Show steps
Review the definitions and applications of basic statistics and probability theory to enhance your comprehension of risk and return measurements and statistical tools taught in the course.
Show steps
-
Recall key concepts of descriptive statistics (e.g., mean, median, mode).
-
Refresh your understanding of probability distributions (e.g., normal, binomial).
-
Practice applying statistical tools to analyze data.
Conduct Market Research
Show steps
Develop a comprehensive understanding of market dynamics.
Browse courses on
Investment Decision Making
Show steps
-
Define the research objectives.
-
Craft a detailed market analysis plan.
-
Identify target markets and gather data.
-
Analyze data to identify trends and patterns.
-
Generate a comprehensive market research report.
Explore Modern Portfolio Theory resources
Show steps
Seek out online tutorials, articles, and videos to deepen your understanding of Modern Portfolio Theory and its applications in portfolio management.
Browse courses on
Modern Portfolio Theory
Show steps
-
Identify reputable sources of information on Modern Portfolio Theory.
-
Review the fundamental principles and assumptions of MPT.
-
Explore practical applications of MPT in portfolio construction.
11 other activities
Expand to see all activities and additional details
Show all 14 activities
Participate in Portfolio Management discussion groups
Show steps
Engage in discussions and knowledge-sharing sessions with peers to enhance your understanding of portfolio management concepts and strategies.
Browse courses on
Portfolio Management
Show steps
-
Join online forums or social groups focused on portfolio management.
-
Participate in discussions on topics such as risk management, asset allocation, and investment strategies.
-
Share your perspectives and learn from others' experiences.
Practice Calculating Risk and Return
Show steps
Improve your understanding of risk and return measurements by solving practice problems.
Show steps
-
Review the theoretical concepts of risk and return.
-
Attempt practice problems that involve calculating risk and return metrics.
-
Compare your answers with provided solutions and identify areas for improvement.
Develop an Investment Policy Statement
Show steps
Learn the best practices for creating investment policy statements.
Browse courses on
Investment Policy Statements
Show steps
-
Review samples of existing investment policy statements.
-
Identify the key elements of an investment policy statement.
-
Draft an investment policy statement for a specific client or organization.
Create a Portfolio Management Plan
Show steps
Develop a clear strategy for managing a portfolio.
Browse courses on
Investment Policy Statements
Show steps
-
Establish investment objectives and constraints.
-
Create an asset allocation strategy.
-
Identify specific investment vehicles.
-
Document the investment process in detail.
Calculate risk and return metrics
Show steps
Engage in practice drills and exercises to improve your ability to calculate and interpret risk and return metrics, such as standard deviation, Sharpe ratio, and correlation coefficients.
Show steps
-
Practice calculating standard deviation and variance.
-
Compute Sharpe ratios and interpret their implications.
-
Analyze correlation matrices to assess asset relationships.
Simulate Portfolio Performance
Show steps
Test different investment strategies and risk management techniques.
Show steps
-
Select a portfolio simulator.
-
Create test portfolios with varying strategies.
-
Run simulations over different time periods.
-
Analyze simulation results to identify optimal strategies.
Construct a Portfolio Risk Management Framework
Show steps
Develop a comprehensive framework for assessing and managing portfolio risk.
Browse courses on
Portfolio Management
Show steps
-
Identify potential risk factors for the portfolio.
-
Develop metrics for measuring and quantifying risk.
-
Create a process for monitoring and evaluating risk.
-
Establish risk mitigation strategies for the portfolio.
-
Document the risk management framework in detail.
Develop a mock Investment Policy Statement
Show steps
Create a mock Investment Policy Statement to demonstrate your understanding of the role and components of an IPS and its importance in guiding investment decisions.
Browse courses on
Investment Policy Statements
Show steps
-
Define investment objectives, constraints, and risk tolerance.
-
Establish asset allocation guidelines and diversification strategies.
-
Outline performance monitoring and review procedures.
Create a Portfolio Analysis Report
Show steps
Demonstrate your understanding of portfolio analysis by creating a comprehensive report.
Show steps
-
Gather data on a hypothetical or real-world portfolio.
-
Analyze the portfolio's performance using relevant metrics.
-
Write a report summarizing your findings and recommendations.
Participate in Portfolio Review Sessions
Show steps
Get feedback from peers on your portfolio management decisions.
Browse courses on
Portfolio Management
Show steps
-
Find a study group or peer group.
-
Present your portfolio to the group.
-
Receive feedback and discuss alternative strategies.
-
Incorporate feedback into your portfolio management process.
Execute a Trading Strategy
Show steps
Test your investment skills by implementing a real trading strategy.
Browse courses on
Portfolio Management
Show steps
-
Define a trading strategy based on your research.
-
Open a trading account and fund it with a small amount.
-
Execute trades according to your strategy.
-
Monitor and evaluate your performance.
-
Make adjustments to your strategy as needed.
Review basic statistics
Show steps
Review the definitions and applications of basic statistics and probability theory to enhance your comprehension of risk and return measurements and statistical tools taught in the course.
Show steps
Show steps
Show steps
- Recall key concepts of descriptive statistics (e.g., mean, median, mode).
- Refresh your understanding of probability distributions (e.g., normal, binomial).
- Practice applying statistical tools to analyze data.
Conduct Market Research
Show steps
Develop a comprehensive understanding of market dynamics.
Browse courses on
Investment Decision Making
Show steps
Show steps
Show steps
- Define the research objectives.
- Craft a detailed market analysis plan.
- Identify target markets and gather data.
- Analyze data to identify trends and patterns.
- Generate a comprehensive market research report.
Explore Modern Portfolio Theory resources
Show steps
Seek out online tutorials, articles, and videos to deepen your understanding of Modern Portfolio Theory and its applications in portfolio management.
Browse courses on
Modern Portfolio Theory
Show steps
Show steps
Show steps
- Identify reputable sources of information on Modern Portfolio Theory.
- Review the fundamental principles and assumptions of MPT.
- Explore practical applications of MPT in portfolio construction.
11 other activities
Expand to see all activities and additional details
Show all 14 activities
Participate in Portfolio Management discussion groups
Show steps
Engage in discussions and knowledge-sharing sessions with peers to enhance your understanding of portfolio management concepts and strategies.
Browse courses on
Portfolio Management
Show steps
Show steps
Show steps
- Join online forums or social groups focused on portfolio management.
- Participate in discussions on topics such as risk management, asset allocation, and investment strategies.
- Share your perspectives and learn from others' experiences.
Practice Calculating Risk and Return
Show steps
Improve your understanding of risk and return measurements by solving practice problems.
Show steps
Show steps
Show steps
- Review the theoretical concepts of risk and return.
- Attempt practice problems that involve calculating risk and return metrics.
- Compare your answers with provided solutions and identify areas for improvement.
Develop an Investment Policy Statement
Show steps
Learn the best practices for creating investment policy statements.
Browse courses on
Investment Policy Statements
Show steps
Show steps
Show steps
- Review samples of existing investment policy statements.
- Identify the key elements of an investment policy statement.
- Draft an investment policy statement for a specific client or organization.
Create a Portfolio Management Plan
Show steps
Develop a clear strategy for managing a portfolio.
Browse courses on
Investment Policy Statements
Show steps
Show steps
Show steps
- Establish investment objectives and constraints.
- Create an asset allocation strategy.
- Identify specific investment vehicles.
- Document the investment process in detail.
Calculate risk and return metrics
Show steps
Engage in practice drills and exercises to improve your ability to calculate and interpret risk and return metrics, such as standard deviation, Sharpe ratio, and correlation coefficients.
Show steps
Show steps
Show steps
- Practice calculating standard deviation and variance.
- Compute Sharpe ratios and interpret their implications.
- Analyze correlation matrices to assess asset relationships.
Simulate Portfolio Performance
Show steps
Test different investment strategies and risk management techniques.
Show steps
Show steps
Show steps
- Select a portfolio simulator.
- Create test portfolios with varying strategies.
- Run simulations over different time periods.
- Analyze simulation results to identify optimal strategies.
Construct a Portfolio Risk Management Framework
Show steps
Develop a comprehensive framework for assessing and managing portfolio risk.
Browse courses on
Portfolio Management
Show steps
Show steps
Show steps
- Identify potential risk factors for the portfolio.
- Develop metrics for measuring and quantifying risk.
- Create a process for monitoring and evaluating risk.
- Establish risk mitigation strategies for the portfolio.
- Document the risk management framework in detail.
Develop a mock Investment Policy Statement
Show steps
Create a mock Investment Policy Statement to demonstrate your understanding of the role and components of an IPS and its importance in guiding investment decisions.
Browse courses on
Investment Policy Statements
Show steps
Show steps
Show steps
- Define investment objectives, constraints, and risk tolerance.
- Establish asset allocation guidelines and diversification strategies.
- Outline performance monitoring and review procedures.
Create a Portfolio Analysis Report
Show steps
Demonstrate your understanding of portfolio analysis by creating a comprehensive report.
Show steps
Show steps
Show steps
- Gather data on a hypothetical or real-world portfolio.
- Analyze the portfolio's performance using relevant metrics.
- Write a report summarizing your findings and recommendations.
Participate in Portfolio Review Sessions
Show steps
Get feedback from peers on your portfolio management decisions.
Browse courses on
Portfolio Management
Show steps
Show steps
Show steps
- Find a study group or peer group.
- Present your portfolio to the group.
- Receive feedback and discuss alternative strategies.
- Incorporate feedback into your portfolio management process.
Execute a Trading Strategy
Show steps
Test your investment skills by implementing a real trading strategy.
Browse courses on
Portfolio Management
Show steps
Show steps
Show steps
- Define a trading strategy based on your research.
- Open a trading account and fund it with a small amount.
- Execute trades according to your strategy.
- Monitor and evaluate your performance.
- Make adjustments to your strategy as needed.
Career center
Learners who complete Portfolio Management - Theory & Practice (Part 1) will develop knowledge and skills
that may be useful to these careers:
Quantitative Analyst
Quantitative Analyst
Quantitative Analysts use advanced statistical and mathematical models to analyze financial data and make investment decisions. This course provides a comprehensive overview of statistical tools, risk assessment techniques, and investment strategies, which are essential for success in quantitative analysis. By gaining a solid understanding of these concepts, learners can develop the analytical and problem-solving skills necessary to succeed in this highly specialized field.
Cryptocurrency Analyst
Cryptocurrency Analyst
Cryptocurrency Analysts specialize in analyzing the cryptocurrency markets and making investment recommendations. This course provides a strong foundation in portfolio management strategies, risk assessment techniques, and investment decision-making processes, which are valuable for success in cryptocurrency analysis. The course's focus on practical applications and understanding the unique characteristics of cryptocurrencies will enhance their ability to identify promising investment opportunities and make informed decisions in this rapidly evolving market.
Financial Planner
Financial Planner
Financial Planners help individuals and families plan and manage their finances to achieve their financial goals. This course provides a strong foundation in portfolio management strategies, risk assessment techniques, and investment decision-making processes, which are valuable for success as a financial planner. The course's focus on communication skills and understanding client needs will enhance their ability to effectively communicate financial concepts and strategies to clients and provide tailored advice.
Investment Consultant
Investment Consultant
Investment Consultants provide advice and guidance to institutions and individuals on investment strategies and portfolio management. This course provides a strong foundation in portfolio management, risk assessment, and investment strategies, which are essential for success as an investment consultant. The course's focus on communication skills and understanding client needs will enhance their ability to effectively communicate financial concepts and strategies to clients and provide tailored advice.
Hedge Fund Manager
Hedge Fund Manager
Hedge Fund Managers manage investment funds that use advanced strategies to generate returns for investors. This course provides a comprehensive overview of portfolio management, risk assessment, and investment strategies, which are essential for success in hedge fund management. The course's focus on practical applications and investment decision-making processes will enhance their ability to develop and implement successful investment strategies.
Private Equity Investor
Private Equity Investor
Private Equity Investors invest in private companies with the potential for growth and profitability. This course provides a strong foundation in portfolio management, risk assessment, and investment strategies, which are essential for success in private equity. The course's focus on direct venture investments and practical applications will enhance their ability to identify promising investment opportunities and make informed decisions that maximize returns.
Risk Manager
Risk Manager
Risk Managers are responsible for identifying, assessing, and mitigating risks within an organization. This course provides a strong foundation in risk assessment techniques, portfolio management strategies, and investment decision-making processes, which are essential for success in risk management. The course's focus on quantitative measurements of risk and return will help learners develop the analytical skills necessary to effectively manage risks and protect an organization's financial stability.
Venture Capitalist
Venture Capitalist
Venture Capitalists invest in early-stage, high-growth companies with the potential to generate significant returns. This course provides a strong foundation in portfolio management strategies, risk assessment techniques, and investment decision-making processes, which are essential for success in venture capital. The course's focus on direct venture investments and practical applications will enhance their ability to identify promising investment opportunities and make informed decisions that maximize returns.
Actuary
Actuary
Actuaries use statistical and financial modeling to assess risks and make informed decisions in the insurance and finance industries. This course provides a strong foundation in statistical tools, risk assessment techniques, and investment strategies, which are essential for success as an actuary. The course's focus on portfolio management and investment decision-making processes will further enhance their understanding of the financial markets and equip them to make sound decisions that mitigate risks and optimize returns.
Real Estate Analyst
Real Estate Analyst
Real Estate Analysts evaluate and analyze real estate investments to make informed decisions and recommendations. This course provides a strong foundation in portfolio management, risk assessment, and investment strategies, which are valuable for success as a real estate analyst. The course's focus on direct venture investments and practical applications will enhance their ability to identify promising investment opportunities and make informed decisions in this complex and dynamic market.
Financial Analyst
Financial Analyst
Financial Analysts utilize statistical tools and risk assessment techniques to evaluate investment opportunities and make recommendations to clients. This course provides a strong foundation in these areas, enabling aspiring Financial Analysts to develop the skills necessary to succeed in this role. The course's focus on portfolio management strategies and investment decision-making processes will further enhance their understanding of the financial markets and equip them to make sound investment recommendations.
Investment Advisor
Investment Advisor
Investment Advisors provide financial advice and guidance to individuals and organizations. This course provides a comprehensive overview of portfolio management fundamentals, risk assessment, and investment decision-making processes, which are essential for success as an investment advisor. The course's focus on practical applications and communication skills will further enhance their ability to effectively communicate financial concepts and strategies to clients.
Data Scientist
Data Scientist
Data Scientists use statistical and analytical techniques to extract insights from data and solve complex business problems. This course provides a strong foundation in statistical tools, risk assessment techniques, and investment strategies, which are valuable for success in data science. By gaining a solid understanding of these concepts, learners can develop the analytical and problem-solving skills necessary to succeed in this rapidly growing field.
Portfolio Manager
Portfolio Manager
Portfolio Managers leverage their understanding of the financial markets, statistical tools, and risk assessment to make strategic investment decisions that align with their clients' financial goals. This course may be particularly valuable for aspiring Portfolio Managers, as it provides a comprehensive overview of portfolio management fundamentals, including risk/return measurement, performance analysis, and investment strategy development. By gaining a solid understanding of these concepts, learners can enhance their ability to navigate the complex financial landscape and make informed decisions that maximize returns while mitigating risks.
Investment Banker
Investment Banker
Investment Bankers play a crucial role in advising companies on mergers, acquisitions, and other financial transactions. This course provides valuable insights into the capital markets, risk assessment, and investment decision-making processes, which are essential for success in investment banking. By gaining a comprehensive understanding of these concepts, learners can develop the analytical and strategic skills necessary to excel in this highly competitive field.
For more career information including salaries, visit:
OpenCourser.com/course/ym0fkq/portfolio
Reading list
We've selected 15 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 Management - Theory & Practice (Part 1).
This classic text provides a comprehensive overview of security analysis and valuation. It is an essential read for any serious student of portfolio management.
This handbook provides a practical guide to the entire portfolio management process. It valuable resource for both novice and experienced investors.
Provides a rigorous theoretical foundation for investment analysis. It valuable resource for investors who want to understand the underlying principles of portfolio management.
Is widely recognized as one of the best guides to value investing. Provides basic foundational knowledge on this investment approach which the course touches upon.
Provides a comprehensive overview of quantitative equity investing techniques. It valuable resource for investors who want to learn more about this approach.
Save
Provides a simple and straightforward guide to investing. It valuable resource for investors who want to learn the basics of portfolio management.
Provides a unique perspective on the psychology of investing. It valuable resource for investors who want to understand the human factors that can influence investment decisions.
Provides a study of the habits and characteristics of millionaires. It valuable resource for investors who want to learn from those who have achieved financial success.
Provides a comprehensive guide to investing for beginners. It valuable resource for investors who want to learn the basics of portfolio management.
Provides a practical guide to getting out of debt and building wealth. It valuable resource for investors who want to learn how to manage their money wisely.
Save
Provides a unique perspective on financial education. It valuable resource for investors who want to learn how to think like a rich person.
Provides a timeless guide to financial success. It valuable resource for investors who want to learn how to save, invest, and build wealth.
Provides a practical guide to personal finance for young adults. It valuable resource for investors who want to learn how to manage their money wisely and prepare for the future.
Provides a simple and straightforward guide to investing in stocks and bonds. It valuable resource for investors who want to learn how to create and manage a diversified portfolio.
Save
Provides a simple and straightforward guide to becoming a millionaire. It valuable resource for investors who want to learn how to save and invest their money wisely.
For more information about how these books relate to this course, visit:
OpenCourser.com/course/ym0fkq/portfolio
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Effort
1 to 2 hours per week for 5 weeks
Level
Advanced
Via
edX
Institution
New York Institute of Finance
Instructor
Chris Thomas
Language
English
Transcript
English
This course belongs to a
collection
called
Portfolio Management. It's comprised of six courses:
- Fixed Income Portfolio Management
- Hedge Funds
- Portfolio Management Professional Certificate Examination
- Equity Portfolio Management
- Portfolio Management - Theory & Practice (Part 1) (viewing)
- Portfolio Management - Theory & Practice (Part 2)
Good to know
Explores statistical approaches for evaluating risk and returns, which is integral to risk management and investment analysis
Examines the role of risk and return in the investment decision making process
Develops knowledge about the range of investment options available to portfolio managers, which is necessary for portfolio diversification and risk management
Provides insights from an allocator's perspective, which offers practical knowledge from those with a real-world understanding of balancing risk and return
Covers Modern Portfolio Theory, which is foundational for comprehending risk and return in portfolio management
Requires background knowledge in finance to understand the concepts thoroughly
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