📈 Business & Finance
Investment Management
This course provides a rigorous, practice-oriented introduction to investment analysis and portfolio management. Student...
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Sections
1. Foundations of Investment Management153 views
Core concepts, objectives, and the investor decision-making framework that anchor all subsequent tools and techniques.
10 topics (10 versions)
1.1Investment objectives and constraints
93
1.2Investment Policy Statement (IPS)
1
1.3Time value of money fundamentals
1
1.4Nominal vs real returns and inflation
57
1.5Risk tolerance and capacity
1
1.6Active vs passive approaches
1.7Asset classes and roles
1.8Market efficiency overview
1.9Taxes and investment decisions
1.10Ethics and fiduciary responsibilities
2. Securities Markets and Trading Mechanics309 views
How markets function, orders are executed, and prices form—linking microstructure to costs and implementation.
10 topics (10 versions)
2.1Primary vs secondary markets
2.2Order types and execution
2.3Bid–ask spreads and liquidity
2.4Exchanges, ECNs, and dark pools
146
2.5Short selling and margin
163
2.6Settlement, clearing, and custody
2.7Market indices and benchmarks
2.8Transaction costs and slippage
2.9Corporate actions processing
2.10Regulatory landscape overview
3. Investment Vehicles and Pooled Products148 views
Wrappers, fees, and structures for implementing strategies efficiently and at scale.
10 topics (10 versions)
3.1Mutual funds and share classes
93
3.2Exchange-traded funds (ETFs)
3.3Closed-end funds
3.4Separately managed accounts
3.5Hedge funds overview
55
3.6Private equity and venture capital
3.7Real assets and REITs
3.8Structured notes and products
3.9Robo-advisors and model portfolios
3.10Fees, expenses, and selection criteria
4. Data, Tools, and Modeling for Investments74 views
Hands-on analytics in Excel and optional Python for returns, risk, and portfolio computation.
10 topics (10 versions)
4.1Data sourcing and cleaning
4.2Return and excess return calculations
4.3Compounding and annualization
4.4Volatility, covariance, and correlation
74
4.5Scenario and sensitivity analysis
4.6Portfolio analytics in Excel
4.7Intro to Python for finance
4.8pandas and NumPy for time series
4.9Risk–return visualization
4.10Backtesting basics and pitfalls
5. Risk, Return, and Probability122 views
Statistical foundations for evaluating investments and quantifying uncertainty.
10 topics (10 versions)
5.1Arithmetic vs geometric returns
122
5.2Expected return and variance
5.3Covariance and diversification
5.4Distributions and normality tests
5.5Downside risk and semi-variance
5.6Value at Risk concepts
5.7Sampling error and estimation risk
5.8Systematic vs idiosyncratic risk
5.9Utility functions and risk aversion
5.10Risk-adjusted performance metrics
6. Fixed Income: Bonds and Interest Rates91 views
Pricing, risk, and strategies across sovereign, credit, and securitized debt markets.
10 topics (10 versions)
6.1Bond cash flows and conventions
6.2Yield measures and day count
6.3Term structure and spot curves
6.4Duration and convexity
6.5Credit risk and ratings
91
6.6Securitized products and MBS
6.7Discount factors and pricing
6.8Interest rate risk management
6.9Curve trades and carry/roll-down
6.10Inflation-linked bonds (TIPS)
7. Equity Securities: Valuation and Analysis468 views
Fundamental and quantitative approaches to analyzing and valuing stocks.
10 topics (10 versions)
7.1Financial statement analysis
106
7.2Discounted cash flow (DCF)
166
7.3Dividend discount models
196
7.4Relative valuation multiples
7.5Growth, ROIC, and reinvestment
7.6Quality and earnings quality
7.7Small vs large cap dynamics
7.8Global equities and ADRs
7.9Corporate actions and dilution
7.10Quant equity and factor tilts
8. Derivatives: Options, Futures, and Swaps182 views
Using derivative instruments for hedging, speculation, and portfolio completion.
10 topics (10 versions)
8.1Forwards and futures pricing
78
8.2Options payoff profiles
8.3Option valuation and Greeks
8.4Put–call parity and arbitrage
104
8.5Volatility and implied vol
8.6Swaps and applications
8.7Hedging equity and rate risk
8.8Spread and combination strategies
8.9Margins, collateral, and clearing
8.10Counterparty and model risk
9. Portfolio Theory and Diversification249 views
Constructing efficient portfolios and understanding the mechanics of risk reduction.
10 topics (10 versions)
9.1Mean–variance optimization
9.2Efficient frontier construction
9.3Diversification and correlation
73
9.4Two-fund separation theorem
9.5Capital allocation line
176
9.6Tangency portfolio and Sharpe ratio
9.7Risk budgeting and parity
9.8Constraints and transaction costs
9.9Resampling and robustness
9.10International diversification
10. Asset Pricing Models: CAPM and Multifactor177 views
From CAPM to modern multifactor frameworks for expected returns and risk.
10 topics (10 versions)
10.1CAPM assumptions and intuition
177
10.2Security Market Line and alpha
10.3Beta estimation techniques
10.4Empirical tests of CAPM
10.5Fama–French factor models
10.6Macroeconomic factor models
10.7Arbitrage Pricing Theory (APT)
10.8Factor model estimation
10.9Risk premia harvesting
10.10Model limitations and pitfalls
11. Portfolio Construction, Rebalancing, and Optimization258 views
Translating policy into implementable portfolios with disciplined processes and tools.
10 topics (10 versions)
11.1From IPS to asset allocation
121
11.2Strategic asset allocation
11.3Tactical asset allocation
11.4Optimization in Excel and Python
11.5Rebalancing rules and thresholds
137
11.6Tax-aware portfolio management
11.7Liquidity management and cash
11.8Derivatives overlays and completion
11.9Implementation shortfall control
11.10Manager selection and monitoring
12. Performance Measurement, Risk Management, and Ethics0 views
Evaluating results, controlling downside, and upholding professional standards.
10 topics (10 versions)
12.1Performance attribution
12.2Sharpe, Information, and Sortino
12.3Drawdowns and tail risk
12.4Stress testing and scenarios
12.5VaR and expected shortfall
12.6Risk governance and limits
12.7GIPS and performance reporting
12.8Behavioral biases in investing
12.9ESG integration basics
12.10Regulatory and fiduciary duty