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Course Description

In a complex financial system, it can be difficult to determine the foundation of a successful portfolio management strategy. Throughout this course, you will gain tools and knowledge to guide you toward managing money like a professional. You will explore asset classes, sectors, and styles, and investigate how to balance risks and returns to match individual circumstances. You will explore the underlying principles of portfolio management and immediately gain opportunities to apply these theories. Carefully crafted Excel templates are provided for you to evaluate assets and experiment with various allocations. By completing a hands-on course project with these tools, you will build recognition of optimal methods to successfully manage your investment portfolios, setting you up for success in a complex market.

Faculty Author

Scott Stewart

Benefits to the Learner

  • Identify and estimate risks and returns of investments
  • Recognize market cycles
  • Differentiate among asset classes
  • Manage risk with diversification
  • Set objectives when allocating assets
  • Examine theoretical and real-world approaches to asset allocation
  • Investigate correlation and risk within a portfolio
  • Balance sector and style in a sample portfolio

Target Audience

  • Personal investors
  • Corporate finance professionals
  • Investment firm marketing and client services staff
  • Investment research assistants
  • Investment club members
  • Individuals seeking to better understand diversification, asset allocation, and securities portfolios
  • Anyone interested in how to choose stocks
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Cornell SC Johnson College of Business
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