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  1. Courses
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  3. Mastering Portfolio Analysis

Mastering Portfolio Analysis

This course introduces portfolio analysis basics, enabling evaluation of investment portfolios. It covers diverse management strategies, emphasizing their relevance in varied financial scenarios.

Arkadi Avanesyan
Arkadi Avanesyan
Business | core | 1 hour 15 minutes |   Published: Jun 2023
In partnership with:  Coursera

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Overview

1KSTUDENTS*
92.6%RECOMMEND*

This course includes:

  • 75 minutes of on-demand video  
  • Certificate of completion  
  • Direct access/chat with the instructor 
  • 100% self-paced online 
Portfolio analysis stands as an indispensable skill for financial professionals, serving as the foundation for assessing investments, managing risks, and making informed decisions. The course starts with an introduction to the basics of portfolio analysis, setting a solid foundation for evaluating investment portfolios. It further navigates through a variety of portfolio management strategies, shedding light on their distinct approaches and relevance in diverse financial scenarios. Advancing into data analysis, the course teaches the application of both simple and advanced quantitative metrics. This segment is crucial for understanding the metrics' role in measuring portfolio performance and facilitating strategic modifications. By the conclusion of this course, learners will have acquired a comprehensive skill set in portfolio analysis, enabling them to apply analytical techniques and make informed decisions in the finance sector.

Skills You Will Gain

Data Analysis
Financial Decision Making
Investment Management
Portfolio Analysis
Risk Management

Learning Outcomes (At the end of this program you will be able to)

  • Identify the key concepts and principles of portfolio analysis. 
  • Evaluate different portfolio management strategies and analyze real-world examples. 
  • Develop quantitative skills using modern tools to analyze a portfolio.

Prerequisites

  • Initial understanding of financial instruments like stocks and bonds 
  • Introductory knowledge of financial markets 
  • Familiarity with investment concepts 
  • Interest in portfolio analysis and management 
  • Basic proficiency in financial mathematics and statistics  

 

Who Should Attend

Finance Professionals, Investment Bankers, Investment Advisors, Portfolio Analysts, Portfolio Managers, Finance Learners

Curriculum

Instructors

Frequently Asked Questions

How much do the courses at Starweaver cost?

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Yes, we do offer a certification upon completion of our course to showcase your newly acquired skills and expertise.

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No, we don't offer any free courses, but we do offer 5-day trial only on our subscriptions-based plans.

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Our course is designed with three levels to cater to your learning needs - Core, Intermediate, and Advanced. You can choose the level that best suits your knowledge and skillset to enhance your learning experience.

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Yes, we do offer a 100% refund guarantee for our courses within a specified time frame. If you are not satisfied with the course, contact our customer support team to request a refund with your order details. Some restrictions may apply.

*Where courses have been offered multiple times, the “# Students” includes all students who have enrolled. The “%Recommended” shown is also based on this data.
1Module 1: An Introduction to the Fundamentals of Portfolio Analysis
2Module 2: Exploring Portfolio Management and Asset Allocation Strategies
3Module 3: Mastering Metrics: How to Measure Portfolio Performance

Segment 08 - Main Return and Risk Metrics

Segment 09 - Advanced Risk Metrics

Segment 10 - Benchmark Statistics

Segment 11 - Congratulatory Statement for Learners

Arkadi Avanesyan

Arkadi Avanesyan

Arkadi is a seasoned expert with over a decade of hands-on experience at the intersection of finance and data science. His journey began in investment banking, where he honed his analytical skills and strategic acumen. Transitioning seamlessly into the dynamic field of data science, he has spent years mastering data management and financial technology.

As a sought-after corporate trainer, Arkadi delivers cutting-edge insights to global clients, including industry giants such as the World Bank and leading financial institutions like HSBC. His consulting work spans a diverse range of organizations, from multi-billion-dollar hedge funds to Fortune 500 companies. Through tailored guidance and innovative solutions, he has empowered these entities to navigate the complexities of data science and financial reporting with confidence and precision. Whether developing GIPS-compliant reporting tools or designing business intelligence solutions for sensory science, his approach is driven by a relentless pursuit of excellence and a commitment to delivering tangible results.

Arkadi's educational background includes a master’s degree in Quantitative Finance from the Solvay Brussels School, complemented by a wealth of professional experiences across Europe and beyond. Now, as he embarks on a new chapter as an online instructor, he is eager to share his expertise with learners worldwide, equipping them with the skills and insights needed to thrive in the ever-evolving landscape of finance and data science.

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Segment 05 - Main Portfolio Management Strategies

Segment 06 - Asset Allocation Explained

Segment 07 - Strategies in Action

Segment 01- Introduction & Portfolio Management?

Segment 02 - Portfolio Basics

Segment 03 - Building Smart Portfolios

Segment 04 - Mastering Portfolio Analysis