Portfolio Management and Optimization in Excel

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365 Careers

6:34:18

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01 - Portfolio Management Overview

001 Introduction.mp4

03:24

002 Portfolio Approach.mp4

05:13

003 Portfolio Management Process.mp4

06:31

004 Types of Investors.mp4

06:59

005 Defined Contribution (DC) and Defined Benefit (DB) Plans.mp4

05:36

006 The Asset Management Industry.mp4

06:13

007 Mutual Funds.mp4

11:28

008 SMAs and ETFs.mp4

04:49

009 Hedge Funds.mp4

04:27

010 Private Equity.mp4

08:22

02 - Portfolio Risk and Return (Part 1)

001 2.1-Holding-Period-Return-HPR.xlsx

001 Holding Period Return (HPR).mp4

04:39

002 AAPL-Daily-Returns-01.07.2018-01.07.2020-Formatted.xlsx

002 AAPL-Daily-Returns-01.07.2018-01.07.2020-Unformatted.csv

002 How to Download Historical Price Data in Excel Using Yahoo Finance.mp4

02:34

003 Blank-Workbook.xlsx

003 Formatted-Spreadsheet.xlsx

003 How to Format an Excel Spreadsheet.mp4

01:23

004 Log Return (Bonus).mp4

05:53

004 Portfolio-Return-using-HPR-and-Log-Return.xlsx

005 Arithmetic vs Geometric Mean Return.mp4

02:33

006 AAPL-Average-Rates-of-Return.xlsx

006 AAPL-Average-Rates-of-Return-Solution.xlsx

006 How to Ccalculate Rates of Return in Excel.mp4

04:12

007 Money-weighted Rate of Return.mp4

05:34

007 Money-weighted-rate-of-return.xlsx

007 Money-weighted-rate-of-return-Solution.xlsx

007 Money-weighted-rate-of-return-Template.xlsx

008 Time-weighted Rate of Return.mp4

03:39

008 Time-weighted-rate-of-return-Template.xlsx

009 2.8-Money-weighted-vs-time-weighted.xlsx

009 2.8-Money-weighted-vs-time-weighted-Solution.xlsx

009 Money-weighted vs Time-weighted Rate of Return.mp4

06:03

010 Annualized Return.mp4

03:02

011 The Effect of Fees, Taxes, Inflation and Leverage.mp4

05:26

012 Major Asset Classes.mp4

05:35

013 Historical vs Expected Returns.mp4

03:32

014 Mean, Variance and Covariance of Asset Returns.mp4

05:43

015 Variance and Standard Deviation of Returns (Excel).mp4

02:02

015 Variance-and-Standard-Deviation-of-Returns.xlsx

015 Variance-and-Standard-Deviation-of-Returns-Solution.xlsx

016 Covariance and Correlation Between Two Assets (Excel).mp4

03:15

016 Covariance-and-Correlation.xlsx

016 Covariance-and-Correlation-Solution.xlsx

017 Risk Aversion.mp4

05:02

018 Risk Aversion (Implications).mp4

08:49

019 Portfolio Risk and Return.mp4

04:19

020 Portfolio Risk and Return (Excel).mp4

03:18

020 Portfolio-Risk-and-Return.xlsx

020 Portfolio-Risk-and-Return-Solution.xlsx

021 The Correlation Coefficient.mp4

05:28

022 Investment Opportunity Set.mp4

02:40

023 Minimum-Variance Frontier.mp4

03:22

024 Efficient-Frontier.xlsx

024 Efficient-Frontier-Solution.xlsx

024 Minimum-Variance Frontier (Excel).mp4

04:35

025 Capital Allocation Line.mp4

06:04

026 Optimal Risky Portfolio (Excel).mp4

03:47

026 Optimal-Risky-Portfolio.xlsx

026 Optimal-Risky-Portfolio-Solution.xlsx

026 Optimal-Risky-Portfolio-Template.xlsx

027 Capital Allocation Line (Excel).mp4

06:28

027 Capital-Allocation-Line.xlsx

027 Capital-Allocation-Line-Solution.xlsx

028 Optimal Investor Portfolio.mp4

03:16

028 Optimal-Risky-Portfolio-Template.xlsx

03 - Portfolio Risk and Return (Part 1) Practical Example

001 Introduction.mp4

05:39

002 What is a Matrix.mp4

02:50

003 Scalars and Vectors.mp4

02:36

004 The Transpose of Vectors and Matrices.mp4

02:46

005 Dot Product.mp4

07:08

006 Portfolio Variance (Multi-Asset Case).mp4

02:39

007 5-Asset-Portfolio-Variance-Covariance-Matrix.xlsx

007 5-Asset-Portfolio-Variance-Covariance-Matrix-Solution.xlsx

007 Variance-Covariance Matrix.mp4

06:23

008 5-Asset-Portfolio-Optimal-Risky-Portfolio.xlsx

008 5-Asset-Portfolio-Optimal-Risky-Portfolio-Solution.xlsx

008 Optimal Risky Portfolio.mp4

05:27

04 - Portfolio Risk and Return (Part 2)

001 Two-fund Separation Theorem.mp4

04:24

002 Capital Allocation Line (CAL) vs. Capital Market Line (CML).mp4

07:20

003 Systematic vs. Unsystematic Risk.mp4

03:30

004 Return-generating Models.mp4

06:39

005 Calculate and Interpret Beta.mp4

04:54

006 Regression Analysis.mp4

03:24

007 Calculate Beta in Excel.mp4

10:31

007 Calculate-Beta-3-Different-Methods.xlsx

007 Calculate-Beta-3-Different-Methods-Solution.xlsx

008 Capital Asset Pricing Model (CAPM).mp4

05:34

009 Security Market Line (SML).mp4

03:36

010 Expected Return (CAPM).mp4

04:23

011 CAPM (Applications).mp4

04:03

012 Sharpe Ratio and M2 Ratio.mp4

04:14

013 Treynor Ratio and Jensens Alpha.mp4

05:18

014 Performance Measures (Example).mp4

04:47

015 Performance Measures (Excel).mp4

04:47

015 Performance-Measures-Excel.xlsx

015 Performance-Measures-Excel-Solution.xlsx

05 - Basics of Portfolio Planning and Construction

001 Investment Policy Statement (IPS).mp4

02:39

002 IPS Components.mp4

05:46

003 Risk and Return Objectives.mp4

03:32

004 Willingness vs. Ability to Take Risk.mp4

04:44

005 Investment Constraints.mp4

04:18

006 Asset Allocation.mp4

03:53

007 Portfolio Construction (Principles).mp4

03:22

008 Tactical Asset Allocation.mp4

05:55

009 ESG Investing.mp4

05:52

06 - Introduction to Risk Management

001 Risk Management (Definition).mp4

01:57

002 The Risk Governance Process.mp4

01:20

003 Risk Tolerance.mp4

02:06

004 Risk Budgeting.mp4

02:02

005 Financial and Non-financial Sources of Risk.mp4

04:32

006 Risk Measures (Part 1).mp4

01:28

007 Risk Measures (Part 2).mp4

02:05

008 Subjective and Market-based Risk Estimates.mp4

01:51

009 Risk Management Framework.mp4

02:37

07 - Technical Analysis

001 Technical Analysis - Principles, Applications, Assumptions.mp4

02:56

002 Charts Used in Technical Analysis.mp4

05:32

003 Other Tools Used in Technical Analysis.mp4

01:52

004 Trend, Support and Resistance Lines.mp4

03:56

005 Common Chart Patterns.mp4

04:25

006 Price Indicators.mp4

03:46

007 Momentum Oscillators.mp4

03:42

008 Technical Analysis - Cycles.mp4

04:07

009 Non-price Based Indicators.mp4

04:47

010 Intermarket Analysis.mp4

01:09

Description

Learn How to Construct and Optimize Portfolios, Manage Risks, and Achieve Investment Objectives Using the Power of Excel

What You'll Learn?

Master fundamental concepts of financial markets and market participants
Acquire an in-depth understanding of individual and portfolio approaches to investing, portfolio management process, and diverse needs of various investor types
Explore the intricacies of the asset management industry and a wide range of pooled investment vehicles available
Download and interpret financial data
Grasp how to calculate the mean, variance, and correlation of asset returns
Understand the importance of diversification in reducing portfolio risk
Differentiate between systematic and unsystematic risk and understand their impact on portfolio management
Apply the principles of Modern Portfolio Theory and use the Capital Asset Pricing Model to estimate the expected return on equity
Use Excel to build an efficient frontier, allowing you to optimize your portfolio for a given level of risk
Evaluate portfolio performance using key performance indicators such as the Sharpe ratio, Treynor ratio, M2, and Jensen’s alpha
Explore the difference between the Capital Allocation Line (CAL) and the Capital Market Line (CML)
Delve into the concept of risk aversion and how it relates to shaping an investor's profile
Dive into investment policy statements from a practical perspective
Analyze an investor's financial risk tolerance by distinguishing between their willingness and ability to take risks
Understand the significance of written policy statements
Analyze an investor's financial risk tolerance by distinguishing between their willingness and ability to take risks
Explore ESG investing and learn how to integrate it into portfolio planning and construction
Identify and quantify the types of risks a company faces
Find why risk elimination is not the goal of a firm's risk management system
Define the principles of technical analysis as well as its underlying assumptions for effective investment decision-making
Examine common technical analysis indicators and chart patterns to enhance investment analysis skills
Illustrate how technical analysts use cycles in their analyses
Develop critical thinking and analysis skills to make informed investment decisions

Who is this for?

Beginner investors

Individuals interested in investments

Portfolio managers

Finance professionals, including analysts, investment bankers, and asset managers

Individual investors looking to manage their personal investment portfolios more effectively

Financial advisors and planners seeking to deepen their understanding of portfolio management techniques

Anyone interested in stock markets and financial securities

Anyone interested in learning how to use Excel for financial analysis and modeling, including professionals in other fields who want to expand their skill set.

What You Need to Know?

No prior knowledge is required

A spreadsheet tool: Microsoft Excel (any version) or Google Sheets

More details

Description
Whatâ€™s the most effective way to diversify your investments to minimize risk and maximize returns?
What assets should you include in your portfolio?
How much money should you allocate to each asset in your portfolio?
What is the expected return on your portfolio, and what is the likelihood of achieving that return?
You can now develop your expertise and knowledge to achieve outstanding results in your career! This course is a fantastic training opportunity that could help you win job interviews, excel on the job, and get promoted.
The world of investing can be overwhelming, especially when considering the wide range of options available.
To make prudent investment decisions, you must have a clear understanding of your investment goals. Whether you are an individual saving for retirement or an institution looking to meet ongoing and future spending needs, your investmentâ€™s objectives should always guide your asset allocation tactics.
Our course takes you through the process of selecting the best investment options for your specific needs while minimizing risk and maximizing returns.
We'll teach you how to evaluate various investment options and how to make informed decisions to achieve your financial goals.
With our course, you'll gain the necessary skills and knowledge to analyze investment opportunities and identify those with the greatest growth potential.
You'll learn how to assess risk and return, select the best asset classes, and construct a diversified portfolio to achieve your objectives.
Investing your money is easier with the right tools and knowledge.
With our course, you'll be equipped with the necessary skills and expertise to confidently navigate the world of investments and make informed decisions that will pave the way toward financial success.

What youâ€™ll learn in this course:
- Understand fundamental concepts of financial markets and market participants
- Gain an in-depth understanding of the individual and portfolio approaches to investing, the portfolio management process, and the diverse needs of various investor types
- Dive into the intricacies of the asset management industry and explore the wide range of pooled investment vehicles available
- Download and interpret financial data
- Acquire the skills to calculate the mean, variance, and correlation of asset returns
- Understand the concepts of correlation and diversification
- Find the difference between systematic and unsystematic risk
- Explore the Modern Portfolio Theory and learn how to use the Capital Asset Pricing Model to estimate the expected return on equity in stock valuation models
- Apply the concepts of portfolio theory to build an efficient frontier using Excel, allowing you to identify the optimal combination of assets for a given level of risk
- Calculate performance indicators such as the Sharpe ratio, Treynor ratio, M2, and Jensenâ€™s alpha
- Differentiate between the Capital Allocation Line (CAL) and the Capital Market Line (CML)
- Delve into the concept of risk aversion and how it relates to shaping an investor's profile
- Examine investment policy statements from a practical perspective
- Understand the significance of written statements and how to analyze an investor's financial risk tolerance by distinguishing between their willingness and ability to take risks
- Explore ESG investing and learn how to integrate it into portfolio planning and construction
- Identify and quantify the types of risks a company faces
- Discover why risk elimination is not the goal of a firm's risk management system
- Define the principles of technical analysis as well as its underlying assumptions
- Examine common technical analysis indicators
- Illustrate how technical analysts use cycles in their analyses
Each of these sections contains practical examples and challenges aiming to reinforce what you have learned. The course is beautifully animated and interactiveâ€”we aim to deliver the ultimate training experience for you.
We are happy to offer an unconditional 30-day money-back-in-full guarantee. No risk for you. The content of the course is excellent, and this is a no-brainer for us, as we are certain you will love it.
Don't waitâ€”enroll now and master the art of portfolio management! Acquire these skills and leap at the opportunity to set yourself apart from the crowd. Start learning today!
Who this course is for:
Beginner investors
Individuals interested in investments
Portfolio managers
Finance professionals, including analysts, investment bankers, and asset managers
Individual investors looking to manage their personal investment portfolios more effectively
Financial advisors and planners seeking to deepen their understanding of portfolio management techniques
Anyone interested in stock markets and financial securities
Anyone interested in learning how to use Excel for financial analysis and modeling, including professionals in other fields who want to expand their skill set.

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365 Careers is the #1 best-selling provider of business, finance, and data science courses on Udemy. The company’s courses have been taken by more than 2,000,000 students in 210 countries. People working at world-class firms like Apple, PayPal, and Citibank have completed 365 Careers trainings. Currently, 365 focuses on the following topics on Udemy: 1) Finance – Finance fundamentals, Financial modeling in Excel, Valuation, Accounting, Capital budgeting, Financial statement analysis (FSA), Investment banking (IB), Leveraged buyout (LBO), Financial planning and analysis (FP&A), Corporate budgeting, applying Python for Finance, Tesla valuation case study, CFA, ACCA, and CPA2) Data science – Statistics, Mathematics, Probability, SQL, Python programming, Python for Finance, Business Intelligence, R, Machine Learning, TensorFlow, Tableau, the integration of SQL and Tableau, the integration of SQL, Python, Tableau, Power BI, Credit Risk Modeling, and Credit Analytics, Data literacy, Product Management, Pandas, Numpy, Python Programming, Data Strategy3) Entrepreneurship – Business Strategy, Management and HR Management, Marketing, Decision Making, Negotiation, and Persuasion, Tesla's Strategy and Marketing4) Office productivity – Microsoft Excel, PowerPoint, Microsoft Word, and Microsoft Outlook5) Blockchain for BusinessAll of our courses are: - Pre-scripted - Hands-on - Laser-focused - Engaging - Real-life tested By choosing 365 Careers, you make sure you will learn from proven experts, who have a passion for teaching, and can take you from beginner to pro in the shortest possible amount of time. If you want to become a financial analyst, a data scientist, a business analyst, a data analyst, a business intelligence analyst, a business executive, a finance manager, an FP&A analyst, an investment banker, or an entrepreneur365 Careers’ courses are the perfect place to start.

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