Investments & Portfolio Theory

Module 1

Modern Portfolio Theory

Modern Portfolio Theory (MPT)

Efficient Frontier & Diversification

Risk-Return Tradeoff

Correlation & Covariance in Portfolios

Module 1 Quiz

Module 2

Asset Pricing Models

Capital Asset Pricing Model (CAPM)

Beta & Systematic Risk

Fama-French Three-Factor Model

Alpha Generation & Active Management

Module 2 Quiz

Module 3

Equity Analysis & Valuation

Fundamental Analysis: Reading Financial Statements

Valuation Multiples: P/E and EV/EBITDA

Discounted Cash Flow Equity Valuation

Growth vs Value Investing

Module 3 Quiz

Module 4

Fixed Income Deep Dive

Bond Pricing & Yield Calculations

Duration & Convexity

Yield Curve Theories

Credit Risk & Spreads

Module 4 Quiz

Module 5

Derivatives & Risk Management

Options Fundamentals: Calls & Puts

Black-Scholes Option Pricing Model

The Greeks: Delta Gamma Theta Vega

Hedging Strategies with Derivatives

Module 5 Quiz

Module 6

Portfolio Construction

Asset Allocation Frameworks

Factor Investing & Smart Beta

Rebalancing Strategies

Performance Measurement & Attribution

Build a Model Portfolio

Module 6 Quiz

Back to course overview

FIN 301Portfolio ConstructionFactor Investing & Smart Beta

Lesson· 25 min

Factor Investing & Smart Beta

Writing on the board…

Asset Allocation Frameworks

Rebalancing Strategies