(eCornell) Portfolio Management Essentials
About This Course
In a complex financial system, it can be difficult to determine the foundation of a successful portfolio management strategy. Throughout this course, you will gain tools and knowledge to guide you toward managing money like a professional. You will explore asset classes, sectors, and styles, and investigate how to balance risks and returns to match individual circumstances. You will explore the underlying principles of portfolio management and immediately gain opportunities to apply these theories. Carefully crafted Excel templates are provided for you to evaluate assets and experiment with various allocations. By completing a hands-on course project with these tools, you will build recognition of optimal methods to successfully manage your investment portfolios, setting you up for success in a complex market. The course is provided by eCornell in partnership with Genashtim.
What You'll Learn
Recognize market cycles
Differentiate among asset classes
Manage risk with diversification
Set objectives when allocating assets
Examine theoretical and real-world approaches to asset allocation
Investigate correlation and risk within a portfolio
Balance sector and style in a sample portfolio