Professional Certificate in Investment Style and Performance Evaluation
-- viewing nowThe Professional Certificate in Investment Style and Performance Evaluation is a comprehensive course that equips learners with essential skills for career advancement in the investment industry. This program delves into the importance of investment styles and performance evaluation, providing a solid foundation for making informed investment decisions.
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Course Details
• Investment Styles Overview
• Active vs Passive Investment Styles
• Value Investing: Concepts and Strategies
• Growth Investing: Identifying and Evaluating Growth Companies
• Income Investing: Bonds, Preferred Stocks, and Dividend-focused Equities
• Small Cap, Mid Cap, and Large Cap Investing
• International and Emerging Market Investing
• Quantitative Investing and Factor-based Strategies
• Performance Evaluation: Time-weighted vs Money-weighted Returns
• Risk-adjusted Performance Measures: Sharpe, Sortino, and Treynor Ratios
• Alpha, Beta, and the Capital Asset Pricing Model (CAPM)
• Style Analysis and Style Drift
• Portfolio Attribution: Understanding Contributors to Performance
• Evaluating Investment Managers and Mutual Funds
• Implementing an Investment Style and Performance Evaluation Framework
Career Path
Entry Requirements
- Basic understanding of the subject matter
- Proficiency in English language
- Computer and internet access
- Basic computer skills
- Dedication to complete the course
No prior formal qualifications required. Course designed for accessibility.
Course Status
This course provides practical knowledge and skills for professional development. It is:
- Not accredited by a recognized body
- Not regulated by an authorized institution
- Complementary to formal qualifications
You'll receive a certificate of completion upon successfully finishing the course.
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