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.
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第 1 门课程（共 1 门）
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完成时间大约为15 小时
英语（English）
字幕：阿拉伯语（Arabic）, 法语（French）, （欧洲人讲的）葡萄牙语, 意大利语, 越南语, 德语（German）, 俄语（Russian）, 英语（English）, 西班牙语（Spanish）
学生职业成果
50%
完成这些课程后已开始新的职业生涯
50%
通过此课程获得实实在在的工作福利
可分享的证书
完成后获得证书
100% 在线
立即开始，按照自己的计划学习。
第 1 门课程（共 1 门）
可灵活调整截止日期
根据您的日程表重置截止日期。
完成时间大约为15 小时
英语（English）
字幕：阿拉伯语（Arabic）, 法语（French）, （欧洲人讲的）葡萄牙语, 意大利语, 越南语, 德语（German）, 俄语（Russian）, 英语（English）, 西班牙语（Spanish）
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莱斯大学
Rice University is consistently ranked among the top 20 universities in the U.S. and the top 100 in the world. Rice has highly respected schools of Architecture, Business, Continuing Studies, Engineering, Humanities, Music, Natural Sciences and Social Sciences and is home to the Baker Institute for Public Policy.
教学大纲 - 您将从这门课程中学到什么
完成时间为 4 小时
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.
完成时间为 4 小时
9 个视频 （总计 66 分钟）, 7 个阅读材料, 3 个测验
完成时间为 5 小时
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.
完成时间为 5 小时
9 个视频 （总计 47 分钟）, 8 个阅读材料, 2 个测验
完成时间为 6 小时
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.
完成时间为 6 小时
7 个视频 （总计 40 分钟）, 9 个阅读材料, 3 个测验
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来自INVESTMENT STRATEGIES AND PORTFOLIO ANALYSIS的热门评论
由 BC 提供Jul 30, 2017
A really good course that I would certainly recommend. The only thing that let it down was that some of the solutions to the final quiz were incorrect and led to some frustration on the forum!
由 ME 提供Feb 14, 2018
Excellent course, unfortunately ruined by the lack of support from mentoring or teaching staff. Also getting a peer review assigned is very difficult, probably due to shortage of students.
由 VF 提供Dec 16, 2017
I think that this particular course could have a bit deeper dive into the topic, felt more like a general overview compared to previous courses in the specialization.
由 FR 提供Aug 24, 2020
The techniques learned i this course can be applied in various investment settings. The excel workings really make things easy and applicable
关于 Investment and Portfolio Management 专项课程
In this four-course Specialization, you’ll learn the essential skills of portfolio management and personal investing.
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