Faster Learning Tutorials

# Investment Modeling BootCamp

A hands-on tutorial on building alpha and risk models at the institutional level.
1. Data set - Start with a text file of historical returns over a 5 year period for 4 stocks.
2. Data Analysis - Install the Data Analysis ToolPak to perform statistical analysis in Excel.
3. Concepts - Learn advanced investment and financial modeling techniques.
4. Bridge - Take these understandings to a programming language to build processes that scale.
###### Paul Alan Davis, CFA, June 26, 2017
Updated: July 20, 2018
##### Excel offers a great place to learn how money is managed at the institutional level. Keep reading.

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## What Does the Course Cover?

Beginner

We offer a free data set with no sign-up, so you can start learning these skills today.

• Linear algebra and arrays
• Statistical tests
• Portfolio theory concepts
• Three types of risk models
• Alpha forecasting approaches
• Build a working optimizer
• Scaling using Python statistical analysis

## How Does it Work?

After downloading a text file and importing it to your spreadsheet, we go through the process step-by-step. Each video starts with a lecture section then we put it to practice and you replicate everything on your own.

## Update March 7, 2018

After gathering feedback from viewers, this Series is going through a major revision with the goal of bringing it to the same delivery style as more recent content.

A 30-video subset of the bootcamp is being repackaged under Quant 101 during Q2 2018. Please join us there and be a part of its development on both YouTube and here on the website.

Q: What are the prerequisites?
A: Some prior work with algebra, statistics, accounting, economics, stock trading and investments is helpful.

Q: Can I alter the speed of video playback?
A: Yes. Follow this link to YouTube's help page to ensure your browser is HTML5 compatible. If so, click on settings cog to alter the playback speed.

## What's Next?

See other learning resources at our YouTube Channel.

• To access the Quant 101 outline, click Outline.
• To see other Finance content, click Back.
• To go right to the Quant 101 Overview, click Next.

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Keywords:
investment bootcamp
financial modeling
quantitative equity portfolio management
linear algebra
portfolio theory
financial statements
risk modeling
alpha forecasting
portfolio optimization
benchmark construction