Portfolio Performance includes

skills certificate

Portfolio Performance

| skills-certificate

skills certificate

Portfolio Performance

| Skills Certificate
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2.5

Hours

10

Practical exercises

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

Modern Portfolio Theory

11 video minutes

3 excel exercises

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Video minutes 11

Excel Exercises 3

  • Modern portfolio theory
  • CAPM
  • Security market line

Portfolio Risk

11 video minutes

3 excel exercises

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Video minutes 11

Excel Exercises 3

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

Portfolio Risk and Return

2 video minutes

0 excel exercises

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Video minutes 2

Excel Exercises 0

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

Portfolio Performance

12 video minutes

4 excel exercises

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Video minutes 12

Excel Exercises 4

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

Risk Adjusted Measures

12 video minutes

0 excel exercises

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Video minutes 12

Excel Exercises 0

  • Alpha
  • Sharpe ratio
  • Treynor ratio
  • Information ratio

Benchmarks

7 video minutes

0 excel exercises

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Video minutes 7

Excel Exercises 0

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

Attribution Calculations

6 video minutes

0 excel exercises

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Video minutes 6

Excel Exercises 0

  • Attribution analysis intro
  • Types of attribution analysis

Overview of Behavioural Finance

8 video minutes

0 excel exercises

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Video minutes 8

Excel Exercises 0

  • Behavioural finance intro
  • Heuristic-driven biases
  • Frame dependence
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Wall Street Recognized Certification

Established on Wall Street, Financial Edge has taught at the biggest bulge-bracket firms since 2016, and now we offer that very same training online for you. It’s no secret that banking is fiercely competitive, which is why our Wall Street recognized certification is designed to let your employers know you have the skills to succeed.

What Our Students Say

Get Portfolio Performance Skills Certificate

Single plan icon Single Course

Get lifetime access to this course!
£89
Single purchase
Single purchase includes:
  • Lifetime access
  • Expert instructor support

Plan icon Boost Plan

Includes full access to all certified courses.

£449
Billed annually
Expand skills
Boost includes:
  • 184+ hours of instructor-led learning
  • Search across 350+ playlists, 3000+ videos and Q&As
  • Role-focused pathways
  • Expert instructor support

Plan icon Pro Plan

Full Felix access including all learning content and data features.

£699
Billed annually
Maximize potential
Pro includes:
  • Everything in the Boost plan
  • Streamlined company data
  • Current and historic filings for over 7000 companies
  • Market and industry data
  • Ready-to-use sector and transaction models

Compare plans

Single Course Boost Plan Pro Plan
Completion certificates 38 38
Skills certificates 1 51 51
Micro-degrees 12 12
Lifetime access to course
Expert instructor support
Practical exercises to work alongside videos and quick quizzes to test your understanding
Searchable library of 370+ playlists, 3500+ videos and Q&As
10 role-based learning pathways, including Investment Banking, Equity Research, Sales and Trading and more
Weekly live webinars
Streamlined company data (WACC. & EV bridge calculator, custom comparables)
Current and historic filings for over 7,500 firms globally
Current and historic filings for over 4,000 US firms
Link to, label and share data points in filings (limited to 10 for Free and Boost users, unlimited for Pro)
Regional and industry data sets
Ready-to-use sector and transaction models
Single course £89
Boost £449/year Expand skills
Pro £699/year Maximize potential

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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Our online courses reflect the training new analysts receive at the leading financial organizations. They're challenging, but if you want to demonstrate you are as good as the best in the industry then this is the course for you. The top investment banks will recognize our micro-degree certifications, making them perfect for graduates looking to land a job or a professional preparing for a new role.

Are Financial Edge's courses credible?

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The 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 the Portfolio Performance help me get a job?

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

How long do I have to complete the Portfolio Performance ?

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Everyone works at their own pace so there's no restrictions, all you need is an active Felix plan for the course you are completing. All Felix plans renew annually.

Are there any hidden costs?

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No. Everything you need is included, from instructor-led videos and Excel exercises to the exams.

What support will I get along the way?

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Our expert instructors are standing by to answer questions and help you develop a detailed understanding of finance complexities. Our technical support team are also ready to help with any system problems.

What is the difference between a Felix subscription and buying a single course?

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Purchasing a single course gives you lifetime access to that one program. Purchasing a yearly Boost or Pro Felix subscription gives you access to our full library of 50+ certifications for the duration of your subscription. With a Pro plan, you’ll also be able to access our streamlined company and market data alongside productivity tools.