Certificate in Investment Portfolio Performance: Evaluation Metrics
-- viewing nowThe Certificate in Investment Portfolio Performance: Evaluation Metrics course is a comprehensive program designed to equip learners with the essential skills for evaluating investment portfolio performance. This course focuses on critical evaluation metrics, enabling learners to measure and analyze portfolio performance effectively.
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Course Details
• Investment Basics: Understanding Portfolios
• Performance Measurement: Time-Weighted vs Money-Weighted Returns
• Risk and Return: Modern Portfolio Theory
• Evaluating Portfolio Performance: Sharpe Ratio, Treynor Ratio, and Information Ratio
• Tracking Error and Active Share: Quantifying Active Management
• Style Analysis and Style Drift: Understanding Portfolio Positioning
• Alpha and Beta: Measuring Active and Passive Performance
• Gross and Net Performance: Accounting for Fees and Expenses
• Performance Attribution: Identifying Contributors and Detractors
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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