Professional Certificate in Investment Style and Performance Evaluation
-- ViewingNowThe 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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โข Investment Styles Overview
โข Active vs Passive Investment Styles
โข Value Investing: Concepts and Strategies
โข Growth Investing: Identifying and Evaluating Growth Companies
โข Income Investing: Bonds, Preferred Stocks, and Dividend-focused Equities
โข Small Cap, Mid Cap, and Large Cap Investing
โข International and Emerging Market Investing
โข Quantitative Investing and Factor-based Strategies
โข Performance Evaluation: Time-weighted vs Money-weighted Returns
โข Risk-adjusted Performance Measures: Sharpe, Sortino, and Treynor Ratios
โข Alpha, Beta, and the Capital Asset Pricing Model (CAPM)
โข Style Analysis and Style Drift
โข Portfolio Attribution: Understanding Contributors to Performance
โข Evaluating Investment Managers and Mutual Funds
โข Implementing an Investment Style and Performance Evaluation Framework
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EntryRequirements
- BasicUnderstandingSubject
- ProficiencyEnglish
- ComputerInternetAccess
- BasicComputerSkills
- DedicationCompleteCourse
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- NotAccreditedRecognized
- NotRegulatedAuthorized
- ComplementaryFormalQualifications
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- ThreeFourHoursPerWeek
- EarlyCertificateDelivery
- OpenEnrollmentStartAnytime
- TwoThreeHoursPerWeek
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