Investment Portfolio Analysis with Excel

Online Course

Investment Portfolio Analysis with Excel

What is the course about?

Investment Portfolio Analysis with Excel
The course Investment Portfolio Analysis with Excel is an online class provided by Udemy. It may be possible to receive a verified certification or use the course to prepare for a degree.

Learn investment portfolio analysis main concepts from basic to expert level through a practical course with Excel.

Course description
  • Investment Portfolio Analysis with Excel
  • Compare main asset classes benchmark indexes replicating funds returns and risks tradeoffs for cash, bonds, stocks, commodities, real estate and currencies.
  • Estimate portfolio expected returns, historical and market participants implied volatility.
  • Approximate portfolio expected excess returns using capital asset pricing model (CAPM), Fama-French-Carhart factors model and arbitrage pricing theory model (APT).
  • Hedge portfolio systematic risk through options trading strategies benchmark indexes replicating funds.
  • Evaluate hedge fund index performance and assess portfolio returns and risks amplification through leverage.
  • Spreadsheet software such as Microsoft Excel® is required.
  • Practical example spreadsheet provided with the course.
  • Prior basic spreadsheet software knowledge is useful but not required.
  • 8.5 hours on-demand video
  • 1 article
  • 7 downloadable resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
  • Diego Fernandez
Investment Portfolio Analysis with Excel

Prerequisites & Facts

Investment Portfolio Analysis with Excel

Course Topic

Business, Finance, Investing

University, College, Institution


Course Skill Level

Course Language


Place of class

Online, self-paced (see curriculum for more information)



Degree & Cost

Investment Portfolio Analysis with Excel

To obtain a verified certificate from Udemy you have to finish this course or the latest version of it, if there is a new edition. The class may be free of charge, but there could be some cost to receive a verified certificate or to access the learning materials. The specifics of the course may have been changed, please consult the provider to get the latest quotes and news.
Investment Portfolio Analysis with Excel
provided by Udemy


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School: Udemy
Topic: Business, Finance, Investing