Intuitively explore the baseline fundamental law of Financial Analysis - The Law of One Price. Explore byte-sized lectures that don’t cut corners – so you receive the right amount of information which will hold you in good stead wherever you go, whatever you move on to do. Introduction. Investment Analysis and Portfolio Management 5 The course assumes little prior applied knowledge in the area of finance. Stirling The course positions students well to obtain the Chartered Financial Analyst designation, which has become the most respected and recognised investment credential in the world. Special emphasis will be given to recent financial market innovations and current investment trends. The total fee will remain the same and will be held at the rate set in your year of entry. You'll master sophisticated investment analysis and portfolio management techniques that are rigorously grounded in academic and practitioner literature. Scottish students may be eligible to apply to the Students Award Agency for Scotland (SAAS) for loans of up to £10,000 to cover tuition fees and associated living costs. You are going to learn several different ways to calculate risk-adjusted return measures for an actively managed fund and understand how these measures differ from each other. Check with your institution to learn more. A team of five students, selected on a competitive basis from the MSc Investment Analysis, won the UK Final of the prestigious global CFA (Chartered Financial Analyst) Institute Research Challenge in 2016, and the 2017 team followed this with second place. Apply what you learn immediately with 150+ practice questions, all with impeccably detailed solutions. Anyone who wants to learn investment analysis and portfolio management. You'll need to complete this step for each course in the Specialization, including the Capstone Project. You will then learn how to construct optimal portfolios that manage risk effectively, and how to capitalize on understanding behavioral biases and irrational behavior in financial markets. Yes, Coursera provides financial aid to learners who cannot afford the fee. Discover the 3 factors that influence / impact portfolio risk - 1 of which is more important than the other two combined! Apply for it by clicking on the Financial Aid link beneath the "Enroll" button on the left. Without Fervent’ support, I don’t believe I could have been awarded an excellent grade for this dissertation. Explore INTO Stirling programmes to see the pathway and pre-masters routes available for this course and others at the University of Stirling. The MSc Investment Analysis is a member of the CFA Institute University Affiliation Program, a designation awarded to academic institutions that embed a significant portion of the CFA Program Candidate Body of Knowledge into their curriculum. For more information on courses invoiced on an annual fee basis, please read our tuition fee policy. You will learn the theory and the real-world skills necessary to design, execute, and evaluate investment proposals that meet financial objectives. Questions are relevant for Ivy League / Russell Group University students studying any core Finance / Financial Analysis course, as well as professionals studying for the ICAEW CFAB, ACA, ACCA, and CFA qualifications. Save yourself time and effort by understanding why the equation works the way it does. - Duang MSc, Financial Analysis and Fund Management (with CFA®). Find out more about the Student Managed Investment Fund, the regular guest speakers and how you can get involved at the SMIF website. Jiajian BA (Hons), Business and Management. Find out about important changes including how you'll be taught, start dates and how we're making campus safer. You will first learn about style analysis. Exploring Optimal Diversification - Number of Securities to Hold. Find out more about the Amplify Trading Boot Camp. FK9 4LA Rigorous courses, backed by research, taught with simplicity. We start from the very basics. More questions? Investors wanting to work with techniques that are rigorously grounded in academic and practitioner literature. Measuring dollar-weighted vs. time-weighted returns, Computing excess returns over a benchmark, Compounding excess returns: Geometric mean excess return, Lecture handouts: Comparing two portfolio returns, Comparing two portfolio returns- Quiz Solutions, Lecture handouts: Revisiting measures of risk, Revisiting measures of risk- Quiz Solutions, Sharpe ratio - Introduction to general notion, Accompanying spreadsheet for "Jensen's alpha", Accompanying spreadsheet for "Appraisal ratio and information ratio", “The Sharpe ratio”, by William F. Sharpe, The Sharpe ratio and the information ratio, Lecture handouts: Risk-adjusted return measures, Active vs. passive investing: Risk-adjusted return measures - Quiz Solutions, Active vs. passive investing: Risk-adjusted return measures, Performance attribution: Numerical illustration, Style Analysis: Accompanying Excel spreadsheet, Asset allocation: Management style and performance measurement, Lecture handouts: Performance attribution, Total Portfolio Performance Attribution Methodology, Performance evaluation: Style analysis and performance attribution- Quiz Solutions, Performance evaluation: Style analysis and performance attribution, Investment and Portfolio Management Specialization, INVESTMENT STRATEGIES AND PORTFOLIO ANALYSIS, About the Investment and Portfolio Management Specialization. Students on this course come from a wide variety of educational and professional backgrounds and cultures, providing a unique opportunity for the development of worldwide contacts. Estimating the return of a 2 asset and multi-asset portfolio. To see an overview video for this Specialization, click here! There’s no prior knowledge required. A really good course that I would certainly recommend. Measuring the risk of a 2 asset and multi-asset portfolio. At first, I only wanted to have a quick look then quickly jump into another hot course with higher students. You'll learn each approach theoretically AND practically, ensuring you fully understand why the formulas work the way they do, and that you're able to download relevant data and conduct the initial financial analysis by computing expected returns for any stock you want. You will start by learning portfolio performance measures and discuss best practices in portfolio performance evaluation. My tutor is specialized not only in the teaching of Accounting and Finance but also very familiar with the relevant knowledge in the subjects such as Marketing and Management. My tutor’s suggestions helped me become more analytical in my thought process and in producing a better research paper; my critical thinking skills also saw a considerable improvement. If you only want to read and view the course content, you can audit the course for free. If you take a course in audit mode, you will be able to see most course materials for free. +44 (0)1786 467455MScInvAnalysis@stir.ac.uk. Rice University is consistently ranked among the top 20 universities in the U.S. and the top 100 in the world. The only thing that let it down was that some of the solutions to the final quiz were incorrect and led to some frustration on the forum! I’m always encouraged by my tutor during the session with him, often to hear: if you really want it and then you can do it and will make it with no doubts). A full set of CFA study materials is available at the University. We’ll start you from the very basics, and build you to a financial analysis PRO thanks to: 5 SECTIONS TO MASTERY (plus, all future updates included). Explore and master powerful relationships between stock prices, returns, and risk. Seriously. Easily follow through complex financial analysis concepts with great visuals that don’t overdo it. Find out about the cost of living for students at Stirling, We aim to be as flexible as possible, and offer a wide range of payment methods - including the option to pay fees by instalments. The techniques learned i this course can be applied in various investment settings. At first, I just expected my dissertation to be improved in terms of grammar; however, Fervent provided me much more than that. When you enroll in the course, you get access to all of the courses in the Specialization, and you earn a certificate when you complete the work. This is why I trust this person at an initial point along with his kind, friendly and very patient characteristics (e.g. Finance Managers keen on applying conceptual techniques including portfolio design. I know this is not everything about portfolio management, but this is what I need. A prize of £1,250 is awarded to the top student on the course. This also means that you will not be able to purchase a Certificate experience. This acknowledges that the course covers at least 70 percent of the CFA Program Candidate Body of Knowledge and places emphasis on the CFA Institute Code of Ethics and Standards of Practice. Every major concept is taught with example question walkthroughs, so you can literally see how we analyse investments and conduct rigorous financial analysis, one step at a time. English-writing), as well as being more confident communicating with English speakers and with the improved ability to think differently and critically for dealing with various types of course works in my study in the university more readily. If you don’t currently meet the academic requirements for this course, INTO University of Stirling offers a variety of preparation programmes that can earn you the qualifications and skills you need for direct entry. EU and overseas students won’t normally be able to claim living support through SAAS or other UK public funding bodies. You will explore different evaluation techniques such as style analysis and attribution analysis and apply them to evaluate different investment strategies. By the end of your Capstone Project, you will have mastered the analytical tools, quantitative skills, and practical knowledge necessary for long-term investment management success. From the very beginning of the course your career is our focus, and you’ll take part in an innovative week-long global financial trading boot camp run by Amplify. Measure your investment portfolio's performance by calculating portfolio returns and risks. Understanding powerful relationships between risk, return, and price. I never would have passed my module rather score a merit in it if it wouldn’t have been for Fervent.". Fervent provides an exceptional service, the whole process from start to finish was very hands on and supportive – during my final year I needed tuition for a governance paper, essentially I was hoping they would do all the work for me but in the long run I got so much more than I bargained for ….they changed my entire thought process and maintained a complete professional reserve. It's okay if math freaks you out. Will I earn university credit for completing the Course? You will start by learning portfolio performance measures and discuss best practices in portfolio performance evaluation. You may opt to produce an investment analysis case study of a specific company or an empirical analysis of an investment-related academic topic. Also getting a peer review assigned is very difficult, probably due to shortage of students. Prepare for Success is an interactive web learning tool for international students who are coming to the UK to study. Our Investment Analysis students have successfully competed in the prestigious CFA Institute Research Challenge, winning a place in the UK Final in ten out of twelve years. For EU students starting studies in the academic year 2021/22, we will offer a fee discount of 40%. I think that this particular course could have a bit deeper dive into the topic, felt more like a general overview compared to previous courses in the specialization. Thanks to a solid understanding of why the equations work the way they do, you'll see how Google Sheets can get things wrong, and what you can do to make sure you conduct financial analysis without incorrect / inaccurate estimates.