Portfolio Management & Investment Analysis Mastery
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Portfolio Management & Investment Analysis Mastery
This course is part of Financial Analysis & Investment Strategy Mastery Specialization
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What you'll learn
Analyze equities, bonds, and portfolio risk-return dynamics.
Apply valuation models and asset allocation strategies.
Construct and manage portfolios using market and behavioral insights.
Skills you'll gain
- Investment Management
- Portfolio Management
- Financial Trading
- Business Ethics
- Investments
- Financial Analysis
- Financial Systems
- Capital Markets
- Market Analysis
- Business Valuation
- Securities (Finance)
- Governance
- Portfolio Risk
- Securities Trading
- Asset Management
- Finance
- Equities
- Financial Market
- Competitive Analysis
- Financial Data
Details to know
April 2026
40 assignments
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There are 8 modules in this course
Master advanced financial strategies, portfolio management, and investment analysis to make smarter investment decisions. Learn how to evaluate equities, bonds, and market behavior with confidence.
This course provides a comprehensive approach to financial analysis by integrating corporate governance, portfolio theory, and valuation techniques. You will explore risk-return optimization, asset allocation strategies, and the principles of capital market theory to design efficient portfolios. Through practical modules, you will learn to evaluate equity securities using dividend-based and alternative valuation models, analyze fixed income instruments, and interpret yield measures. The course also covers market efficiency, behavioral finance, and trading mechanisms to help you understand how real-world markets operate. By the end of the course, you will be able to construct and manage investment portfolios, assess financial instruments, and apply data-driven strategies to maximize returns while managing risk. Ideal for finance professionals and aspiring analysts, this course builds strong analytical and decision-making skills essential for careers in investment management and financial analysis.
This module introduces the foundational principles of corporate governance, ethical frameworks, and institutional portfolio management, along with key investment vehicles and the basics of risk and return in financial decision-making.
What's included
10 videos5 assignments
10 videos•Total 79 minutes
- What is Corporate Governance•10 minutes
- Code of Ethics•9 minutes
- Portfolio Basis for Endowments•9 minutes
- Portfolio Basis of Banks•9 minutes
- Portfolio Management Process•3 minutes
- Pooled Investment•8 minutes
- Exchange Traded Fund•6 minutes
- Risk Aversion•9 minutes
- Correlation and Risk Return•5 minutes
- Return Measures•11 minutes
5 assignments•Total 70 minutes
- Graded - Foundations of Governance & Portfolio Basics•30 minutes
- Corporate Governance & Ethical Frameworks•10 minutes
- Institutional Portfolio Perspectives•10 minutes
- Investment Vehicles & Market Instruments•10 minutes
- Risk & Return Fundamentals•10 minutes
This module explores advanced portfolio theory concepts including return measurement techniques, statistical foundations, asset allocation strategies, and the principles of capital market theory for optimizing portfolios.
What's included
10 videos5 assignments
10 videos•Total 79 minutes
- Money Weighted Return - Problem•3 minutes
- Minimum Variance Frontier and Efficient Frontier•6 minutes
- Indifference Curves•8 minutes
- Destinations•8 minutes
- Mean, Variance and Covariance•10 minutes
- Return Generating Models•12 minutes
- Combining Risky and Risk Free Asset•5 minutes
- CAL, CML, Systematic and Unsystematic Risk•10 minutes
- Assumptions of Capital Market Theory•8 minutes
- Other Ratios•9 minutes
5 assignments•Total 70 minutes
- Graded - Portfolio Theory & Optimization•30 minutes
- Measuring Portfolio Returns•10 minutes
- Statistical Foundations of Portfolio Theory•10 minutes
- Return Models & Asset Allocation Concepts•10 minutes
- Capital Market Theory Essentials•10 minutes
This module focuses on portfolio planning, investment policy formulation, and the structure and functions of financial systems, including the role of intermediaries and trading mechanisms.
What's included
10 videos5 assignments
10 videos•Total 74 minutes
- Strategic Asset Allocation•4 minutes
- Basic of Portfolio Planing and Construction•7 minutes
- Major Components of an IPS•6 minutes
- Market Organization and Structure•7 minutes
- Financial System Functions•7 minutes
- Classification of Markets•10 minutes
- Financial Intermediary Roles•8 minutes
- Insurance Comapanies•8 minutes
- Selling Short•8 minutes
- Buying Stock on Margin•8 minutes
5 assignments•Total 70 minutes
- Graded - Portfolio Planning & Financial Systems•30 minutes
- Strategic Portfolio Construction•10 minutes
- Market Structure Fundamentals•10 minutes
- Market Classification & Intermediaries•10 minutes
- Trading Mechanisms & Strategies•10 minutes
This module covers trading operations, market benchmarks, index construction methodologies, and the concept of market efficiency in financial markets.
What's included
10 videos5 assignments
10 videos•Total 73 minutes
- Margin Call•7 minutes
- Trading Instruction•9 minutes
- Primary Markets•7 minutes
- Security Market Indices•8 minutes
- Price Weighted Index•8 minutes
- Fundamental Index Weighted•8 minutes
- Calculation of Price Weighted Index•7 minutes
- Types of Equity Indexes•6 minutes
- What are Efficient Capital Market?•7 minutes
- Factor Affecting Market Efficiency•7 minutes
5 assignments•Total 70 minutes
- Graded - Trading, Markets & Index Construction•30 minutes
- Trading Operations & Instructions•10 minutes
- Market Benchmarks & Indices•10 minutes
- Index Construction & Variations•10 minutes
- Market Efficiency Concepts•10 minutes
This module examines market efficiency, behavioral finance concepts, and the characteristics of equity securities, including advanced instruments and equity issuance processes.
What's included
10 videos5 assignments
10 videos•Total 94 minutes
- Role of Portfolio Manager in Efficient Markets •10 minutes
- Other Anomalies•9 minutes
- Market Effeciency - Behavioural Finance•7 minutes
- Overview of Equity Securities•11 minutes
- Preferred Stock •12 minutes
- Private Equity•11 minutes
- Depository Receipts•9 minutes
- Return Characteristics of Equity•7 minutes
- Equity Issuance•7 minutes
- Introduction to Industry and Company Analysis•11 minutes
5 assignments•Total 70 minutes
- Market Efficiency & Behavioral Insights•30 minutes
- Role of Efficiency in Portfolio Management•10 minutes
- Equity Securities Overview•10 minutes
- Advanced Equity Instruments•10 minutes
- Equity Issuance & Market Entry•10 minutes
This module focuses on industry analysis frameworks, competitive dynamics, and foundational equity valuation techniques, including dividend-based models.
What's included
10 videos5 assignments
10 videos•Total 91 minutes
- Approach Industry Groupings•6 minutes
- Business Cycle Sensitivity•11 minutes
- Porter's Five Forces•10 minutes
- Market Share Stability•8 minutes
- Limitations of Life Cycle Analysis•9 minutes
- EQ. V - Concepts and Basic Tools•11 minutes
- Valuing Common Stock •5 minutes
- EQ.V - Divident Discount Model •10 minutes
- Gordon Growth Model Example•9 minutes
- Usage of Divident Discount Model•11 minutes
5 assignments•Total 70 minutes
- Graded - Industry & Company Analysis•30 minutes
- Industry Analysis Frameworks•10 minutes
- Competitive Dynamics•10 minutes
- Equity Valuation Foundations•10 minutes
- Dividend Models in Practice•10 minutes
This module explores alternative equity valuation approaches and introduces fixed income fundamentals, including bond structures, credit enhancements, and cash flow characteristics.
What's included
10 videos5 assignments
10 videos•Total 90 minutes
- Asset Based Models •8 minutes
- Multiplier Models•8 minutes
- Fixed Income Defining Elements - Basic Features•9 minutes
- Fixed Income Defining Elements Continuation•8 minutes
- Defining Elements - Bond Indenture•9 minutes
- Defining Elements - Bond Indenture Continuation•8 minutes
- Defining Elements - Credit Enhancements•10 minutes
- Continuation with Tax Consideration•9 minutes
- Fixed Income Cash Flows•10 minutes
- Primary Market For Bonds•10 minutes
5 assignments•Total 70 minutes
- Graded - Equity Valuation Models•30 minutes
- Alternative Valuation Approaches•10 minutes
- Fixed Income Fundamentals•10 minutes
- Bond Structures & Enhancements•10 minutes
- Bond Cash Flows & Markets•10 minutes
This module provides advanced insights into fixed income markets, including bond classification, pricing, yield analysis, and the application of spot and forward rates.
What's included
10 videos5 assignments
10 videos•Total 71 minutes
- Secondary Market For Bonds•6 minutes
- Fixed Inocme Classifications•7 minutes
- Corporate Debt•5 minutes
- Agency Debt•7 minutes
- More Details on Agency Debt•11 minutes
- Calculating Bond Price•6 minutes
- Calculating Market Discount Rate•7 minutes
- Constant Yield Price Trajectory•8 minutes
- Bond Valuation with Spot Rates•8 minutes
- Forward Rates•8 minutes
5 assignments•Total 70 minutes
- Graded - Fixed Income Valuation & Yield Analysis•30 minutes
- Bond Market Structure•10 minutes
- Government & Agency Debt•10 minutes
- Bond Pricing & Yield Mechanics•10 minutes
- Advanced Yield Concepts•10 minutes
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