This Specialization is comprised of the following courses:

Investment and Portfolio Management

Build a Winning Investment Portfolio

In this four-course Specialization, you will learn the essential skills of portfolio management and personal investing.

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. By the end of your Capstone Project, you will have mastered the analytical tools, quantitative skills, and practical knowledge necessary for long-term investment management success.

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Professor Information

Picture of Arzu Ozoguz

Arzu Ozoguz

Clinical Assistant Professor of Finance Jones School of Business Professor Arzu Ozoguz is a visiting assistant professor from the University of Texas at Dallas. She also served as an assistant professor at University of North Carolina at Chapel Hill from

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