Tech Analysts, S&T Analysts (optionally)
Following the course, participants will be able to:
• Write functions that return portfolio statistics (vol, return, beta) in Python
• Take a principled approach to maximising portfolio efficiency
• Select example portfolios for clients depending on risk appetite
• Plot price and other information graphically
• future-proof the application by pulling in live prices from an API/webscraping
• Identify third party solutions that implement the above functionality
• Python recap: implementing alpha, beta, Sharpe and other ratios as functions or classes
• Introduction to Efficient Frontier
• Design: What are the prerequisites of a simple Efficient Frontier generator?
• Walkthrough, with facilitator, of existing EF generator code, on a portfolio of only stocks.
• Implement enhanced version which progressively demonstrates the value added by including more asset classes: Fixed income -> commodities -> alternatives
• Making the application more powerful with e.g. live price updates from web scraping or API.
We are thought leaders in instructional and learning journey design and holistic solution architects.
We have extensive finance and investments experience combined with skills application to deliver performance improving results.
We develop immersive learning environments that maximize time to productivity, support talent retention and added value to improving quality of hires.
We are focused on mining the embedded organisational intellectual capital for the benefit of the next generation.
We create and curate best in class practice gathered from our experience with the leading financial institutions.
We design our programmes with the end in mind – what results are you trying to achieve with this intervention? What metrics will we set ourselves to achieve that?
Quality and innovation, using current market and industry best practices, have made us a trusted partner in delivering dynamic and motivating training for the financial and capital markets.
Our programmes are generation proof and responsive to evolving learner needs and styles.
Our solutions use a multi-stakeholder engagement strategy that expands beyond relationships between the learner and learning provider. We create connections with managers, peers and the wider business to drive impactful return on investment..
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The team are so friendly and pleasant to work with, everyone is very professional and keen to help us. Building a relationship over the past couple of years helps us to feel like the Alpha team are even more able to understand our needs and provide more proactive solutions.