Portfolio and Risk Management

Course Overview

What does this course tell? (Please note that the following overview content is from the original platform) 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

In the second half of the course we explore the frameworks to measure investment performance as well as the various measures of investment performance Finally you will learn how to measure performance of equity bonds and hedge funds After completing this course you will be able to appreciate the details that go into the creation of investment portfolios We considered the value of this course from many aspects, and finally summarized it for you from two aspects: skills and knowledge, and the people who benefit from it: (Please note that our content is optimized through artificial intelligence tools and carefully reviewed by our editorial staff.) What skills and knowledge will you acquire during this course? Risk and Expected Return: Understand the fundamental concepts of risk and expected return in the context of portfolio management. Portfolio Construction: Learn the essential techniques and concepts used to construct financial portfolios. Investment Process: Gain insights into the investment process, including economic, industry, and company analyses, to make informed investment decisions. Portfolio Management: Understand major portfolio management and risk concepts, including Modern Portfolio Theory. Investment Performance Measurement: Explore frameworks and various measures to assess investment performance for equity, bonds, and hedge funds. Portfolio Creation: Acquire the knowledge and skills required to create and manage investment portfolios effectively. Who will benefit from this course? This course on Portfolio and Risk Management will benefit individuals who are interested in or working in the field of finance and investment. Specifically, it will be beneficial for: 1. Finance professionals: This course will provide finance professionals with a deeper understanding of risk and expected return concepts, enabling them to make informed investment decisions and construct effective financial portfolios. It will also enhance their knowledge of economic, industry, and company analyses, which are crucial for portfolio management. 2. Investment analysts: The course will equip investment analysts with the necessary skills and techniques to evaluate and interpret major portfolio management and risk concepts. They will also learn about Modern Portfolio Theory, which is a fundamental framework for constructing investment portfolios. 3. Portfolio managers: Portfolio managers will greatly benefit from this course as it covers the entire investment process, from understanding risk and return to measuring investment performance. They will gain insights into constructing portfolios that align with their clients' objectives and risk tolerance. 4. Financial advisors: This course will enhance the knowledge and skills of financial advisors, enabling them to provide better guidance to their clients in terms of portfolio construction and risk management. They will also learn how to measure the performance of different asset classes, such as equity, bonds, and hedge funds. 5. Students and aspiring professionals: Individuals who are studying finance or aiming to pursue a career in the financial industry will find this course valuable. It will provide them with a solid foundation in portfolio and risk management, which is essential knowledge for various roles in finance. Overall, this course is suitable for anyone interested in understanding the concepts and techniques involved in constructing investment portfolios and managing risk effectively.