Canadian Securities Institute, Moody's Analytics Training & Certification Services
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Portfolio Theory, Asset Allocation and Performance Measurement

 

This course takes you through the principles of modern portfolio theory and the benefits of diversification and drafting an optimal asset mix for investors. You'll get an overview of the mechanism and merits of using active investment strategies in the quest for additional returns, by both individual and professional investors. Finally, you'll learn the detailed process of measuring and evaluating investment performance that can help attribute the source of any active "added value."