Investment Analysis & Portfolio Management – Core Finance

Financial Analysis Done Right - Rigorously Analyse Investments & Manage Portfolios using Excel® & Google Sheets

Created by: Fervent #LearnWithDistinction
Rigorous courses, backed by research, taught with simplicity

Created by: Support from Fervent

What Will I Learn?

• Calculate stock returns manually as well as on Excel and Google Sheets, using real world data obtained from free sources.
• Estimate the Expected Returns of Stocks using the Mean Method, State Contingent Weighted Probabilities, as well as Asset Pricing Models.
• Calculate the total risk, market risk, and firm specific risk of stocks from scratch, and explore how the different risks interact.
• Understand why the math works, and why equations work the way they do - even if your math is weak and if math freaks you out.
• Witness the power of diversification and how the risk of your portfolio can be lower than the individual assets that make up the portfolio!
• Measure your investment portfolio's performance by calculating portfolio returns and risks.
• Optimise your investment portfolios by maximising your returns while minimising your risk.
• Decompose Diversification so you understand why it actually works (hint: it's the mathematical "magic" of Rho)

Requirements

• No prior knowledge required. We start from the very basics. And build you to an Investment Analysis & Portfolio Management Guru.
• It's okay if math freaks you out. Seriously. Every single equation is explained one variable at a time. We rip it apart to its core, and show you how simple it really is.
• Knowledge of basic statistical analysis is useful but NOT essential.
• You'll need a calculator, access to Microsoft Excel® OR a Google account (Google Sheets).

Target audience

• ACA, ACCA, CFA®, other Professional students
• Ivy League / Russell Group University students
• Finance Managers keen on applying conceptual techniques including portfolio design.
• Investors wanting to work with techniques that are rigorously grounded in academic and practitioner literature.
• Analysts, and aspiring Investment Bankers wanting to gain a solid foundation in investment analysis.
• Anyone who wants to learn investment analysis and portfolio management!