Learn Investment Analysis and Portfolio Management with Rice University

Manage investment portfolios in an analytical, strategic manner

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.

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DESCRIPTION

5-Course Investment and Portfolio Management Specialization

In Rice’s Investment and Portfolio Management Specialization, you will learn how to think about, discuss, and formulate solutions to essential investment questions – for example, portfolio diversification and active vs. passive investing strategies.

You will learn the theory and the real-world skills necessary to design, execute, and evaluate investment proposals that meet financial objectives.

Who should attend:

Learners who are new to investing and financial markets who will benefit from foundational knowledge, which will build essential skills for understanding how to meet financial objectives, manage risk, and grasp the theory behind investment analysis and portfolio management.
Learners with a finance background seeking to enhance their skills, particularly in portfolio construction, investment and risk management, and behavioral finance.
Individuals working in finance or related fields who aim to remain competitive or pivot within the industry.

You will be able to:

Construct optimal portfolios that effectively manage risk while aligning with financial analytics and objectives in the context of global financial markets and the investment opportunities they present to today's investors.
Gain insights into behavioral biases and irrational behavior in financial markets, enabling them to make more informed investment analysis and portfolio management decisions.
Develop the analytical tools and quantitative skills necessary to design, execute, and evaluate investment proposals, assess portfolio performance, and apply current investment analysis strategies.

LECTURE SAMPLES

MEET YOUR RICE PROFESSOR

Arzu Ozoguz

Dr. Arzu Ozoguz is a visiting assistant professor of finance at the Jesse H. Jones Graduate School of Business at Rice University. She conducts research in the areas of investments, corporate finance, and information economics. Her work focuses on how the information environment in financial markets affects the dynamics of asset prices and the cross-section of stock returns. More recently, she has been studying the interaction between the information in stock prices and firms’ real investment decisions.