Course curriculum

  • 1

    Introduction to the course

  • 2

    Portfolio Approach of Investment Management

    • Diversification & the Holy Grail by Ray Dalio

    • Diversification & the Holy Grail by Ray Dalio Quiz
  • 3

    Assets classes- Detailed Analysis

    • Equity

    • Equity Quiz

    • Real Estate

    • Real Estate Quiz

    • Gold

      FREE PREVIEW

    • Gold Quiz

    • Fixed Income Securities

    • Fixed Income Securities Quiz
  • 4

    Investment Policy Statement

    • Financial Planning

    • Financial Planning Quiz

    • Case Study: Problem Statement

    • Case Study: Problem Quiz

    • Case Study: Solution

    • Case Study: Solution Quiz
  • 5

    Equity Strategy

    • Equity Strategy 01

    • Equity Strategy 01 Quiz

    • Equity Strategy 02 - Understanding

    • Equity Strategy 02-Understanding Quiz

    • Equity Strategy 02 - Application

    • Equity Strategy 02- Application Quiz

    • Bonus: Annual Report Reading Hacks

    • Bonus: Annual Report Reading Hacks Quiz
  • 6

    Risk Management

    • Tools: Beta Estimation and Average Volatility

    • Beta Estimation and Average Volatility Quiz

    • Tools: Sortino Ratio, Sharpe Ratio and Information Ratio

    • Sortino Ratio, Sharpe Ratio and Information Ratio Quiz

    • Tools: VaR (Value at Risk)

    • VaR( Value at Risk) Quiz

    • Lessons from Bubbles and Biases

    • Lessons from Bubbles and Biases Quiz
  • 7

    Mutual Fund

    • Scheme Selection and Analysis

    • Scheme Selection and Analysis Quiz
  • 8

    Exit Strategy

    • Exit Strategy

    • Exit Strategy Quiz
  • 9

    Trade Execution

    • Demat Account Opening & Punching Trades

    • Demat Account Opening & Punching Trades Quiz
  • 10

    Bonus

    • Model Portfolio & Efficient Frontier

    • Model Portfolio & Efficient Frontier Quiz

About the course:

Portfolio Management is a process of strategically allocating capital in a set of asset classes that helps to diversify risks. You will learn the real-world skills necessary to design, execute, and evaluate investment proposals that meet financial objectives. You will have a more in-depth look at risk: its different facets and the appropriate tools and techniques to measure it, manage it and hedge it.

  • 12 hours on-demand video.

  • Downloadable detailed data on 3500+ companies

  • 90 days access on mobile, tablet, laptop-PC and TV

  • Certificate of completion

  • No prior knowledge of finance or portfolio management is required

Who is it for?

  • Students pursuing a Graduate program or a Masters degree and want to make a career in finance.

  • Finance Managers keen on applying conceptual techniques including portfolio design.

  • Analysts wanting to gain a solid foundation in investment analysis.

  • Investors wanting to work with techniques.

  • Recommended for anyone interested to know about investments, its management or stock market.