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Data Driven Investing (with Excel®)

Before You Start...

Welcome To The Course. Here's What You'll Master... (4:30)
Disclaimer (0:10)

PART I: INVESTMENT ANALYSIS FUNDAMENTALS

In This Part

Price, Risk, and Return - Definitions, Relationships, and Measurement

Price, Risk, and Return - Definitions & Relationships (15:48)
Price, Risk, and Return - Definitions & Relationships [Quiz]
What is Shorting? (9:44)
What is Shorting? [Quiz]
Calculating Stock Returns (13:03)
Calculating Stock Returns [Quiz]
Calculating Stock Returns II (Applied) (11:03)
Calculating Stock Returns II (Applied) [Assignment]
Estimating Portfolio Returns (18:19)
Estimating Portfolio Returns [Quiz]

Estimating Expected Returns of Stocks / Financial Securities

Expected Returns using Average (Mean) Method (19:12)
Expected Returns using Average (Mean) Method [Quiz]
Expected Returns using Average (Mean) Method [Assignment]
Expected Returns using State Contingent Weighted Probabilities (15:22)
Expected Returns using State Contingent Weighted Probabilities [Quiz]
Expected Returns using State Contingent Weighted Probabilities [Assignment]
Expected Returns using Asset Pricing Models I (17:11)
Expected Returns using Asset Pricing Models I [Quiz]
Expected Returns using Asset Pricing Models I (Applied) (10:19)
Expected Returns using Asset Pricing Models I (Applied) [Quiz]
Expected Returns using Asset Pricing Models II (15:41)
Expected Returns using Asset Pricing Models II [Quiz]

Estimating Total Stock Risk and Portfolio Risk

Estimating The Total Risk of a Stock I (20:36)
Estimating The Total Risk of a Stock I [Quiz]
Estimating The Total Risk of a Stock II - Applied (15:25)
Estimating The Total Risk of a Stock II - Applied [Assignment]
Estimating Portfolio Risk I (2 Assets) (16:50)
Estimating Portfolio Risk I (2 Assets) [Quiz]
Estimating Portfolio Risk II (Multiple Assets) (11:43)
Estimating Portfolio Risk II (Multiple Assets) [Quiz]
Estimating Portfolio Risk II (Multiple Assets) - Applied (15:04)
Estimating Portfolio Risk [Assignment]

Mastery Check & Setup for the Next Part

Take a breather!
Test Guidelines [READ BEFORE YOU START THE TEST]
A Test Towards Mastery
Installing the "Analysis Toolpak"

PART II: DATA DRIVEN INVESTING | FINANCIAL DATA SCIENCE

In This Part

Data Driven Investing and Hypothesis Design

Introduction to Data Driven Investing (26:10)
Introduction to Data Driven Investing [Quiz]
Developing an Investment Idea / Thesis (36:50)
Developing an Investment Idea / Thesis [Quiz]
Developing an Investment Idea / Thesis [Assignment]
Creating a Testable Hypothesis (37:12)
Creating a Testable Hypothesis [Quiz]
Creating a Testable Hypothesis [Assignment]

Data Collection, Cleaning, & Exploratory Analysis

Sourcing Relevant Data (20:41)
Sourcing Relevant Data [Quiz]
Sourcing Relevant Data [Assignment]
Extracting Stock Price Data (Large Sample) (20:45)
Extracting Stock Price Data (Large Sample) [Assignment]
Cleaning Returns Data (Large Sample) (48:39)
Cleaning Returns Data (Large Sample) [Quiz]
Exploring Returns Data (28:57)
Exploring Returns Data [Quiz]
Extracting, Cleaning, & Exploring ESG Data (32:24)
Cleaning and Exploring Data [Assignment]

Testing & Validating the Hypotheses: H1, H2

Evaluating the Relationship Between ESG, Returns, Risk (36:53)
Evaluating the Relationship Between ESG, Returns, Risk [Quiz]
Testing the Hypothesis: Relationships with ESG (H1 & H2) (29:35)
Testing the Hypothesis: Relationships with ESG (H1 & H2) [Quiz]
Updating the Hypothesis / Beliefs (13:01)
Testing and Validating Hypotheses I [Assignment]

ESG Investment Portfolio Design & Construction

Estimating ESG Portfolio Returns (26:43)
Estimating ESG Portfolio Returns [Quiz]
Sorting Firms on ESG Risk (23:37)
Sorting Firms on ESG Risk [Quiz]
Estimating ESG Portfolio Returns - Applied (43:35)
Estimating ESG Portfolio Returns - Applied [Quiz]
Estimating ESG Portfolio Returns - Applied ("Workflow Hacks") (8:04)
Estimating Factor Portfolio Returns - Applied [Assignment]
Exploring ESG Portfolio Performance (21:27)
Exploring ESG Portfolio Performance [Quiz]

Testing & Validating the Hypotheses: H3, H4

Testing the Hypothesis - Lower vs. Higher ESG Portfolio Returns (H3) (29:53)
Testing the Hypothesis - Lower vs. Higher ESG Portfolio Returns (H3) [Quiz]
Testing the Hypothesis - Earning Alpha (H4) (25:50)
Testing the Hypothesis - Earning Alpha (H4) [Quiz]
Testing the Hypothesis - Earning Alpha (H4) - Applied (35:23)
Testing the Hypothesis - Earning Alpha (H4) - Applied [Assignment]

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