Back to Investment Strategies and Portfolio Analysis
Rice University

Investment Strategies and Portfolio Analysis

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. After this course, learners will be able to: • Describe performance measurement measures • Evaluate portfolio performance • Describe and contrast different investment strategies • Propose investment strategy solutions

Status: Financial Analysis
Status: Financial Market
Course15 hours

Featured reviews

HR

5.0Reviewed Feb 22, 2020

Thank you so much for putting this course togeteher online!

KT

4.0Reviewed Jun 20, 2017

Quizzes and assignments have some errors. The forum response is slow, but the lectures are superb. I learned a lot!

RD

4.0Reviewed Dec 6, 2018

I've tried a few courses that are similar and this one is better than average.

MP

4.0Reviewed Mar 27, 2021

Overall the course is good, but the course lacks teaching of practical questions and on how to solve the statistical problems in MS Excel.

LM

4.0Reviewed Mar 13, 2017

Very informative and enlightening. Learnt quite a lot.

BC

4.0Reviewed Jul 31, 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!

RK

4.0Reviewed Jun 19, 2020

It was great learning from a reputed university. I learnt a lot of things but the practical assignment were awesome and very helpful.

SS

5.0Reviewed Oct 20, 2022

E​xcellent Primer course for someone already working in Financial domain

VF

4.0Reviewed Dec 17, 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.

FR

5.0Reviewed Aug 25, 2020

The techniques learned i this course can be applied in various investment settings. The excel workings really make things easy and applicable

ME

4.0Reviewed Feb 15, 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.

DG

5.0Reviewed Jul 2, 2020

Best course. I was able to apply what I learned to my job. My office loved the ideas I brought to the table from this course.

All reviews

Showing: 20 of 61

Kumar Anshuman
1.0
Reviewed Dec 29, 2017
David L. Burrage
2.0
Reviewed Apr 13, 2017
Michael
5.0
Reviewed Aug 13, 2017
Stacey C. Ramsay
3.0
Reviewed Jan 29, 2018
David Kremenik
1.0
Reviewed Aug 16, 2020
Himanshu Patil
1.0
Reviewed Mar 12, 2017
Roger Davis
4.0
Reviewed Dec 7, 2018
Michael Bird
3.0
Reviewed Oct 14, 2017
Santiago Rodríguez Roiz
3.0
Reviewed Oct 27, 2020
Cyrus Pierce
2.0
Reviewed Sep 6, 2017
Steven E. Sommer
1.0
Reviewed Apr 16, 2017
Xiaochen Huang
1.0
Reviewed Jul 19, 2017
Gavesh Y
1.0
Reviewed Aug 12, 2017
Akshay Damani
5.0
Reviewed Apr 24, 2020
Miao Hao
5.0
Reviewed Apr 18, 2017
Gabor Ivan
5.0
Reviewed Jun 13, 2020
Matteo Europeo
4.0
Reviewed Feb 15, 2018
高鑫禄 (GAO, Xinlu)
4.0
Reviewed Oct 1, 2018
Oleksandr Sherekin
3.0
Reviewed Sep 5, 2017
Nollymar Longa
2.0
Reviewed Mar 13, 2017