Course curriculum

  • 1

    Risk Analytics Overview

    • Course Navigation Instructions

    • How to Access Risk Analytics

    • Intro to Risk Analytics

    • Portfolio Risk Report Part One (CIO Ribbon KPIs, Supporting Detail Tables, Position Details Tab)

    • Portfolio Risk Report Part Two (Factor Performance and Recent Scenarios Charts)
  • 2

    Risk Analytics: Correlations Tab

    • Correlations Tab (Correlation Matrices)
  • 3

    Risk Analytics: Scenarios Tab

    • Intro to Scenario Analysis (Part One) KPIs Ribbon, Market Comparison Chart, Portfolio Performance Chart, Factor Returns Chart, Portfolio Exposure Table

    • Intro to Scenario Analysis (Part Two) - Breakdown by Portfolio, Position Performance Chart, Top & Bottom Performers

    • How to Run Historical Scenario Analysis

    • How to Run Market Stress Scenario Analysis
  • 4

    Other Material / Course Survey

    • Understanding the Connection to Data in Portfolio Analytics

    • Links to Helpful Resources

    • Risk Analytics Course Survey