Investments with ML: Investment ML Path

Process is everything. That is the secret of top portfolio managers. In this short series, we show you the elements of successful portfolio construction. We introduce you to the investment management workflow, which outlines every step in the portfolio management process. In our courses, we will show you how to do each one of these steps and how we can use AI to improve them.

In this course, we will introduce you to machine learning in investment management through four targeted case studies. Each case is designed to help you improve one step in the investment management pathway. This is all about giving you practical skills and showing you how experts do this in the real world!

In this course, you will learn how to use OpenBB, FMP and natural language processing to create investment peer groups. This allows you to build your own ETF universes based on keyword searches. With these categories, you can then perform investment due diligence and find the funds that match your target criteria. This can also be used to create your own dashboards!

In this course, we introduce you to the basic concepts of asset allocation: analyzing asset classes for inclusion in a strategic asset allocation policy. Many say that the majority of the returns of a portfolio are driven primarily by the asset classes you select. We will show how to use Python to analyze asset classes so that you can get a full understanding of how they behave.