Investment Analysis in Excel: Risk/Return Calculations and Simulations

• Unlocking the potential of Microsoft Excel: Get an overview of the powerful built-in functionality without external add-ins and software.
• Spreadsheet templates: build customized solutions based on the many spreadsheet templates distributed to participants in this course.
• Smart analytics: Learn about smart solutions to standard problems in investment analytics
• Spreadsheet risk management: Use Excel in a structured way and minimize operational issues

This course gives an overview of applying Excel in a most efficient manner for typical calculations in investment analysis and portfolio management. Delegates will be introduced to some of the less widely known but highly useful built-in functions. Spreadsheet templates are used in group exercises to solve case study - like problems. The focus of the course is to deliver practical value for working professionals. The calculations discussed in the course are typical examples encountered in performance measurement, risk management and portfolio management.

Event Venue & Nearby Stays

NH Hotel Prague, Mozartova 1, Prague, Czech Republic