Investment Mastery

Overview :

Learn the analytical tools, quantitative skills, and practical knowledge necessary for long-term investment management success.

Key Takeaways :

• Develop risk and return measures for portfolio of assets.
• Understand the main insights from modern portfolio theory based on diversification.
• Describe and identify efficient portfolios that manage risk effectively.
• Solve for portfolio with the best risk-return trade-offs.
• Be more effective in overcoming biases to do the wrong things at the wrong times and tailoring an investment strategy that is best suited on your or your client’s profile and investment needs.
• Describe performance measurement measures.
• Evaluate portfolio performance.​

Course Content :

1. Introduction: Investment principles and long-term strategies.
2. Risk and Return: Measuring and understanding risk and returns.
3. Modern Portfolio Theory: Diversification, CAPM, efficient frontier.
4. Behavioral Finance: Identifying and mitigating biases.
5. Investment Strategies: Active vs. passive investing, asset allocation.
6. Performance Measurement: Metrics, benchmarks, and evaluation.
7. Practical Planning: Creating, executing, and monitoring investment plans.

Course Deliverables :