Included courses

Portfolio Performance

4.6 STARS

Star Rating
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About

Learn to measure the returns and risks in a portfolio. Increase your accuracy when comparing with appropriate benchmarks.

Completion time

2.5 Hours

Level

Skills Certificate

About

Learn to measure the returns and risks in a portfolio. Increase your accuracy when comparing with appropriate benchmarks.

Completion time

2.5 Hours

Level

Skills Certificate

Module

Video Minutes

Excel Exercises

Portfolio Theory

11

3

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Video minutes11

Excel Exercises3

  • Modern portfolio theory
  • CAPM
  • Security market line

Understanding Portfolio Risk

11

3

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Video minutes11

Excel Exercises3

  • Loss of principle, sovereign risk, purchase power risk
  • Interest rate risk, liquidity risk, credit risk
  • Geopolitical risk, reinvestment risk, currency risk

Portfolio Risk Measures

2

0

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Video minutes2

Excel Exercises0

  • Portfolio risk measures (recap)
  • Covariance and correlation
  • Portfolio expected returns and standard deviation

Portfolio Performance

12

4

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Video minutes12

Excel Exercises4

  • Components of return
  • Absolute and relative performance
  • Rolling returns
  • Time weighted and dollar weighted returns

Risk Adjusted Measures

12

0

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Video minutes12

Excel Exercises0

  • Alpha
  • Sharpe ratio
  • Treynor ratio
  • Information ratio

Benchmarks

7

0

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Video minutes7

Excel Exercises0

  • Benchmarks intro
  • Properties of a valid benchmark
  • Types of benchmarks

Client Portfolio and Attribution Analysis

6

0

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Video minutes6

Excel Exercises0

  • Attribution analysis intro
  • Types of attribution analysis

Overview of Behavioural Finance

8

0

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Video minutes8

Excel Exercises0

  • Behavioural finance intro
  • Heuristic-driven biases
  • Frame dependence

From Skills Certificate to Recognized Micro-Degree

Upgrade your résumé with the same certification we use at the world’s top 4 investment banks.

Pass the exam and demonstrate your new asset management capabilities on LinkedIn with the Portfolio Performance Skills Certificate.

Take the next step, challenge yourself to join the best bankers by earning an asset management micro-degree recognized on Wall St.

Frequently Asked Questions

What tech do I need?

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Access your course across desktop, laptop, tablet or phone; either via our web portal or the dedicated mobile app. While we have optimized our video quality and size, we recommend a broadband connection to enable uninterrupted video playback. A PDF reader and spreadsheet application are required to open the supporting resources.

Is it right for me?

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Essential for all finance professionals who interact with the financial markets in any capacity. Particularly useful if you are looking for a role on the buy side, including investment management, asset management or private wealth. Enhance your career by mastering the practical skills you need to know.

Are Financial Edge's courses credible?

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The 4 leading investment banks, as rated by the FT, hire us to train their incoming analysts. If you are looking to join the best analysts in the world, why not challenge yourself with the same content and certification with the same Wall Street instructors ready to answer your questions.

Will this course help me get a job in asset management?

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Absolutely. Develop practical skills you can use to impress at interviews, whether you’re looking to break into asset management or other finance roles.

How long do I have to complete the courses?

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We are delighted to announce that we now offer lifetime access on all online courses! Fit studying around your schedule. Learn at your own pace with on-demand video, practical examples to download and expert instructor support.

Are there any hidden costs?

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No. Everything you need to earn your skill certificate is included, from instructor-led videos and Excel exercises to the exam.

How do I join Financial Edge's alumni?

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Join our world-class alumni on LinkedIn by upgrading your skill certification to any one of our micro-degree’s. To unlock all alumni benefits, you will need to verify you have successfully passed all courses within the online program.

Want to Join Our Prestigious Alumni?

JOIN THE BEST

By completing any one of our micro-degree’s, you will be able to join our prestigious alumni on LinkedIn alongside hires at the top 4 investment banks. After becoming a member of this elite community, you can unlock exclusive benefits such as course discounts and more.

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