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Exercise for Investment and Portfolio Management Specialization offered by Rice on Coursera.

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Rice - Investment and Portfolio Management

Notes and exercises for Investment and Portfolio Management Specialization offered by Rice on Coursera.

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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.
  • You will finish a capstone project and will have mastered the analytical tools, quantitative skills, and practical knowledge necessary for long-term investment management success by the end of the specialization.

I take this course during my internship as an data analyst at Asset Pro to:

  • Equip myself with knowledge about portfolio management and basic financial knowledge for my first project RoboAdvisor.
  • Explore career interests and development opportunities in financial engineering.

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Specialization link: https://www.coursera.org/specializations/investment-portolio-management

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