Investment Analysis, Selection, and Performance Evaluation

Categories: Chartered
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About Course

This module provides in-depth knowledge of how to assess, select, and evaluate investments within a portfolio. It covers core analysis techniques (fundamental, technical, and quantitative), practical security selection strategies, and key performance measurement tools to help you manage portfolios effectively and make data-driven decisions.

What Will You Learn?

  • How to apply fundamental, technical, and quantitative analysis in investment decisions
  • Security selection strategies tailored to various investment objectives and styles
  • Use of tools like Sharpe ratio, alpha, and beta for evaluating portfolio performance
  • How to attribute portfolio returns and measure investment success against benchmarks
  • Practical techniques for ongoing performance monitoring and adjustments

Course Content

Fundamental Analysis

  • Conduct Comprehensive Investment Analysis Using Financial Statements, Valuation Models, and Market Trends
  • Mastering Technical Analysis: Chart Patterns, Indicators, and Tools for Informed Trading Decisions
  • Quantitative Analysis

Security Selection Strategies

Portfolio Performance Evaluation

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