Investment Analysis

Overview

Welcome to a comprehensive course on Financial Analysis and Investment Portfolio Management! This course will help you master advanced investment analysis and management techniques, all grounded in both academic and practitioner literature. Dive into the powerful relationships between stock prices, returns, and risks, and learn to quantify and measure your investment risk from scratch. Whether you’re a beginner or a pro, this top-notch course will walk you through manual calculations and the use of Excel® and Google Sheets with real-world data, ensuring you fully comprehend the subject matter.

The course covers six core sections, including an introduction to estimating returns, understanding and measuring risks and relationships, measuring portfolio risks and returns, exploring diversification and optimisation, and decomposing diversification. Throughout the course, you’ll enjoy our tried-and-tested teaching techniques, a solid foundation of core principles, example question walkthroughs, over 150 practice questions, and extensive resources such as cheat sheets and mathematical proofs. Say goodbye to information overload and watch your confidence grow as you tackle progressively challenging concepts and questions, designed for distinction and curated by Russell Group tutors. Enroll now and get ready to conduct your own financial analysis and manage portfolios like a pro!

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Skills you’ll learn

1. Mastering sophisticated investment analysis and portfolio management techniques.
2. Quantifying and measuring investment risk.
3. Estimating stock returns for dividend and non-dividend paying stocks.
4. Estimating expected returns using various methods, including CAPM.
5. Understanding and measuring risk and relationships between securities.
6. Estimating the return and risk of multi-asset portfolios.
7. Optimizing portfolio weights to achieve a target expected return and minimize risk.
8. Decomposing diversification and understanding the fundamentals behind it.

Summary

Delve into the world of finance by exploring the intricacies of Investment Analysis and Portfolio Management with Fervent’s top-rated course. Comprising 50 comprehensive lessons, this engaging learning experience has attracted over 17,000 eager students. Proudly standing at an admirable 4.5 stars, you’re sure to flourish under the guidance of the esteemed Fervent #LearnWithDistinction team. Join the ranks of financially savvy individuals by enrolling in this exceptional offering today!