Investing Fundamentals for Building an Investment Portfolio
Learn the basis of effective investing in financial markets used by hedge funds to generate consistent returns.
What you will learn
-
Basic finance fundamentals for a stable and resilient investment portfolio
-
Modern Portfolio Theory and its limitations
-
Efficient Frontier and its usage
-
Capital Market Line and the use of leverage
-
Introduction to Risk Parity Concept
-
Introduction to Multi-Strategy Approach
-
Simple concepts behind proven quantitative strategies used by hedge funds
-
See real world performance of proven quantitative strategies used by hedge funds
Course Content
5 sections: ~1hr total length
1. Introduction
2. A Short Primer of Key Concepts
3. Evolution of Investment Portfolio Construction
4. Concepts of Some Quantitative Strategies
5. Real World Performance of Quantitative Strategies
Requirements
Basic appreciation of risk-return trade-off in investing
An open mind to learn
Description
This is a finance fundamentals course for all aspiring portfolio managers. It is the foundation course for our entire series of courses. You will learn why a well-constructed diversified portfolio is the best approach to generating consistent returns with the least amount of risk.
Using a chronological approach, we will look at how the process of building an investment portfolio has evolved over the years. From the very beginning when the idea first came about, until the latest innovation in building a modern portfolio. Using only conceptual diagrams, this course should cater to all investors from beginners to experts.
We will also use simple short videos to explain the concepts behind some proven quantitative strategies used by hedge funds. This will provide a good introduction for you to move on to our quantitative strategy courses. We will also look at the real-world performance of these quantitative strategies in the year 2020 which included a once-in-a-century crisis.
Note that the details of the individual strategies are not covered in this course. It is highly recommended that you enrol in at least 2 of the strategy courses, if not all, as they also cover the elementary knowledge behind key investment concepts, financial mathematics, and basic excel skills.
Better yet, we recommend that you enrol in our comprehensive multi-strategy course which offers the best value as it covers everything we have to teach.
After you have finished our entire series of courses, you will be ready to build your very own multi-strategy portfolio!