Learn Different Investment and Portfolio Strategies in Rice’s Online Course 4

DESCRIPTION

Investment Strategies and Portfolio Analysis (Course 4)

In Course 4, you’ll learn about portfolio performance measures and best practices in portfolio performance evaluation. You will explore different evaluation techniques (for example, style analysis and attribution analysis) and apply them to evaluate different investment strategies. This course focuses on recent financial market innovations and current investment trends.

Who should attend:

Learners with a finance background pursuing careers in investment strategy, portfolio analysis, or related fields and are eager to learn investment strategies and build foundational skills in portfolio management.
Investment professionals responsible for managing portfolios and evaluating performance in financial institutions or investment firms.
Individual or institutional investors focused on understanding performance measurement techniques, improving stock investment strategies, crafting a portfolio strategy, and staying competitive with innovative stock market strategies.

You will be able to:

Calculate and interpret different return and risk measures, using these tools to assess portfolio performance relative to benchmarks and identify good investment strategies.
Describe, contrast, and construct innovative investment portfolio and stock market strategies tailored to current market trends and client-specific needs.
Utilize style and attribution analysis for in-depth portfolio evaluation and comparison of stock trading strategies, optimizing decision-making between active and passive investments.

LECTURE SAMPLES

MEET YOUR RICE PROFESSOR

Arzu Ozoguz

Dr. Arzu Ozoguz developed this specialization while she was a visiting assistant professor of finance at the Jesse H. Jones Graduate School of Business at Rice University. Her research interests include 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.

Jill Foote

Professor Jill Foote retired from Rice University after 19 years as a Senior Lecturer teaching MBA students how to manage real $ investment funds in stocks and bonds in Rice's Jesse H. Jones Graduate School of Business. She was also Director of the Rice Business Finance Center. Prior to Rice, Dr. Foote worked at Goldman Sachs in New York for many years. She is currently helping Second Baptist School create Schools of Distinction for high school students featuring experiential learning immersed in a Biblical worldview. She has a PhD from Fordham University, an M.A. from NYU, and a B.A. from Rice, all in Economics, as well as a Chartered Financial Analyst designation.