Capstone: Build a Winning Investment Portfolio

Rice University

finance   |   Intermediate   |   13 Hours

Put your investment and portfolio management knowledge to the test through five weeks of hands-on investment experiences:

• Developing and managing your own simulated investment portfolio, resulting in a peer-graded report covering portfolio strategy, analysis, and performance

• Advising case study clients on a variety of investment topics, essentially acting as an investment advisor in a simulated environment recommending strategies for and changes in portfolios based on challenges and issues faced by your clients

• Using the sophisticated web-based analytical tools of Silicon Cloud Technologies LLC’s Portfolio Visualizer including portfolio mean variance optimization, historical and forecasted efficient frontiers, Fama-French factor models, and many more

Your capstone experiences are directly applicable to managing real world investment portfolios and the final report can be shared with family, friends, and potential or current employers.

By the end of the capstone project, you will have incorporated concepts from all four courses, including:
•\tAnalyzing multiple asset classes
•\tAsset allocation and risk management
•\tCurrent market trends
•\tBehavioral finance
•\tInvestment styles and strategies
•\tFinancial market innovation
•\tInvestment performance evaluation

What skills will you gain?

efficient frontier

asset allocation

Strategy

investment style

Investment Management

Finance

cognitive bias

investment

portfolio (finance)

stock