Course Summary
Learn about portfolio management and how to manage an investor's portfolio effectively. This course covers topics such as risk management, asset allocation, and investment strategies.Key Learning Points
- Understand the importance of diversification in portfolio management
- Learn how to analyze risk and use it to make investment decisions
- Gain knowledge on how to construct a well-balanced investment portfolio
Related Topics for further study
Learning Outcomes
- Ability to analyze risk and use it to make investment decisions
- Knowledge on how to construct a well-balanced investment portfolio
- Understanding of the importance of diversification in portfolio management
Prerequisites or good to have knowledge before taking this course
- Basic knowledge of finance and investments
- Familiarity with financial analysis tools
Course Difficulty Level
IntermediateCourse Format
- Self-paced
- Online
Similar Courses
- Investment Management
- Financial Markets
- Corporate Finance Essentials
Related Education Paths
- Financial Planning and Analysis Certification
- Chartered Financial Analyst (CFA) Program
- Certified Financial Planner (CFP) Certification
Notable People in This Field
- Warren Buffett
- Ray Dalio
- Tony Robbins
Related Books
Description
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.
Outline
- Basics of Investments
- Introduction
- Investment Process
- Investment Philosophies
- Introduction to Time Value of Money
- Ordinary Annuity
- Compounding frequency and Effective Annual Rate
- Annuity Due
- Perpetuities and stock valuation
- Expected returns and risk
- Utility theory
- 6 Different Investment Philosophies
- Common Investment Strategies of Fund Managers
- Utility theory and Attitude toward Risk
- Week 1 Assessment
- Concept of risk and return
- Investment Choices and Portfolios
- Capital Allocation
- Risky portfolios
- Diversification and efficient frontier
- Two fund separation
- Diversification revisited
- Investment opportunity set with two risky assets and a risk-free asset
- Investment opportunity set with three risky assets and a risk-free asset
- The optimal allocation between risky and risk-free assets
- The market portfolio and the capital market line
- The pros' guide to diversification
- Diversification: How much is too much?
- The 15-Stock Diversification Myth
- Does the composition of the market portfolio really matter?
- Week 2 - Assessment
- Understanding investments
- The CAPM
- Calculating the CAPM beta
- The security market line
- Equilibrium
- Disequilibrium
- Estimating beta from data
- Miscellaneous topics on beta
- Determinants of the market risk premium
- Multifactor models
- The arbitrage pricing theory
- Does the Capital Asset Pricing Model Work?
- Multifactor Models
- Week 3 - Assessment
- Security analysis
- Identifying arbitrage opportunities
- The arbitrage-free price
- Commonly-used risk factors
- Dividend discount models
- The growth rate of dividends
- Valuation based on comparable firms
- The PEG ratio and other valuation multiples
- Measuring portfolio or fund returns
- Benchmarks for portfolio performance evaluation
- Alternate performance measures
- The Challenge: How To Benchmark Your Investment Portfolio
- Performance Measurement: The What, Why, and How of the Investment Management Process
- The 101 ways to measure portfolio performance
- Week 4 - Assessment
- Final Assessment
Summary of User Reviews
Learn portfolio management with Coursera. This course has received positive reviews from many users. Key aspect that many users thought was good is the practical nature of the course content, which allows them to apply their knowledge in real-life scenarios.Pros from User Reviews
- Practical course content
- Easy-to-follow lectures
- Useful assignments and quizzes
- Engaging discussions with peers and instructors
Cons from User Reviews
- Some users found the course material to be too basic
- Limited interaction with instructors
- Not suitable for advanced portfolio managers
Ramabhadran Thirumalai
4.5 Raiting
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