Investment and Portfolio Management Specialization

Starts Nov 20

Investment and Portfolio Management Specialization

Investment and Portfolio Management Specialization

Build a Winning Investment Portfolio. Improve your investment strategies with real-world skills, insights, and analytical tools.

About This Specialization

In this four-course Specialization, you’ll learn the essential skills of portfolio management and personal investing. All investors – from the largest wealth funds to the smallest individual investors – share common issues in investing: how to meet their liabilities, how to decide where to invest, and how much risk to take on. In this Specialization, you will learn how to think about, discuss, and formulate solutions to these investment questions. You will learn the theory and the real-world skills necessary to design, execute, and evaluate investment proposals that meet financial objectives. You will begin with an overview of global financial markets and instruments that characterize the investment opportunities available to today’s investor. You will then learn how to construct optimal portfolios that manage risk effectively, and how to capitalize on understanding behavioral biases and irrational behavior in financial markets. You will learn the best practices in portfolio management and performance evaluation as well as current investment strategies. By the end of your Capstone Project, you will have mastered the analytical tools, quantitative skills, and practical knowledge necessary for long-term investment management success. To see an overview video for this Specialization, click here!

Created by:

courses
5 courses

Follow the suggested order or choose your own.

projects
Projects

Designed to help you practice and apply the skills you learn.

certificates
Certificates

Highlight your new skills on your resume or LinkedIn.

Courses
Beginner Specialization.
No prior experience required.
  1. COURSE 1

    Global Financial Markets and Instruments

    Upcoming session: Nov 20
    Subtitles
    English

    About the Course

    Get a running start in the high-stakes world of financial investment! This first course is designed to help you become an informed investor by providing you with the essential concepts for long-term success in managing money. You’ll start by learning the
  2. COURSE 2

    Portfolio Selection and Risk Management

    Upcoming session: Nov 27
    Commitment
    5 weeks
    Subtitles
    English

    About the Course

    When an investor is faced with a portfolio choice problem, the number of possible assets and the various combinations and proportions in which each can be held can seem overwhelming. In this course, you’ll learn the basic principles underlying
  3. COURSE 3

    Biases and Portfolio Selection

    Upcoming session: Nov 27
    Commitment
    4 weeks of study
    Subtitles
    English

    About the Course

    Investors tend to be their own worst enemies. In this third course, you will learn how to capitalize on understanding behavioral biases and irrational behavior in financial markets. You will start by learning about the various behavioral biases – mista
  4. COURSE 4

    Investment Strategies and Portfolio Analysis

    Upcoming session: Nov 27
    Commitment
    4 weeks of study
    Subtitles
    English

    About the Course

    In this course, you will learn about latest investment strategies and performance evaluation. You will start by learning portfolio performance measures and discuss best practices in portfolio performance evaluation. You will explore different ev
  5. COURSE 5

    Capstone: Build a Winning Investment Portfolio

    Upcoming session: Dec 18
    Commitment
    6 weeks of study
    Subtitles
    English

    About the Capstone Project

    Put your investment and portfolio management knowledge to the test through five weeks of hands-on investment experiences: • Developing and managing your own simulated investment portfolio, resulting in a peer-graded report covering portfolio s

Creators

  • Rice University

    About Rice University

    Rice University is consistently ranked among the top 20 universities in the U.S. and the top 100 in the world. Rice has highly respected schools of Architecture, Business, Continuing Studies, Engineering, Humanities, Music, Natural Sciences and Social Sciences and is home to the Baker Institute for Public Policy.

  • Arzu Ozoguz

    Arzu Ozoguz

    Finance Faculty
  • Jill Foote

    Jill Foote

    Finance Faculty

FAQs

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