Master equity research, portfolio construction, and investment strategy analysis used in modern financial markets. Learn how to evaluate active and passive investment strategies, construct diversified portfolios, analyze market anomalies, and apply asset allocation techniques to improve investment decisions.

This course provides a practical and structured approach to equity research and portfolio management by combining investment theory with real-world portfolio analysis techniques. You’ll explore the foundations of active and passive portfolio strategies, benchmarking methods, and index portfolio construction while learning how professional investors manage diversified investment portfolios. Through practical examples and data-driven frameworks, you’ll analyze tracking error, momentum investing, mutual fund performance, behavioral finance concepts, and market anomalies that influence portfolio returns. The course also explores growth versus value investing, tax-efficient portfolio management, style analysis, style rotation, and asset allocation strategies used across global markets. A unique feature of this course is its integrated coverage of passive indexing, active management, momentum strategies, and global asset allocation within one comprehensive learning experience. This helps learners move beyond theoretical investing concepts and develop practical portfolio decision-making skills used in equity research and asset management roles. By the end of the course, you’ll be able to analyze equity research models, evaluate portfolio strategies, interpret investment performance, and apply professional portfolio management techniques with greater confidence and analytical precision.