Excel for Investment Professionals

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Created by: Michael McDonald

Produced in 2019

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Course Description

Do you manage a portfolio of stocks or securities? Microsoft Excel offers professionals in the investment industry with a bevy of tools that they can use to make sound investments. In this course, learn how to leverage these tools and perform key investment-related activities in Excel, including investment evaluation and analysis on a stock or portfolio. Professor Michael McDonald provides an overview of the major tasks in the investment industry, and then digs into how to do single stock investment analysis. He also goes over how to compute expected returns on a stock and a portfolio, value a bond in Excel, compute performance evaluation metrics, and more.Topics include:Determine the variable required to compute the P/E ratio of a stock.Identify two factors that drive expected returns on a stock.Apply the appropriate formula to determine portfolio returns.Recall the type of mean that should be used to determine future returns based on buying an investment and holding it for an extended period of time.Define the formula for information ratios.Recognize the measure that describes worst case expected loss under normal circumstances.

Beginner Level

Time: 2h

Instructor Details

Michael McDonald

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Michael McDonald is a researcher and professor of finance at Fairfield University.He has extensive programming skills in SAS, Stata, Python, R, and SQL, among other programming languages. His past work experience includes using these programming languages to analyze big data sets in finance and economics and develop trading strategies based on data mining. He has done extensive work in investment banking, at tech startups, hedge funds, and on a wide variety of consulting projects. He has a track record of authoring creative and practical course materials for a variety of subject areas across business disciplines.