What you'll learn
Steps 1 and 2: Yahoo Finance
Step 3: Creating an optimal risky portfolio on the efficient frontier
Step 4: Optional exercise using CAPM tables
Step 5: Creating Your Asset Allocation & Final Presentation
In this Capstone you will recommend a business strategy based on a data model you’ve constructed. Using a data set designed by Wharton Research Data Services (WRDS), you will implement quantitative models in spreadsheets to identify the best opportunities for success and minimizing risk. Using your newly acquired decision-making skills, you will structure a decision and present this course of action in a professional quality PowerPoint presentation which includes both data and data analysis from your quantitative models.
Wharton Research Data Services (WRDS) is the leading data research platform and business intelligence tool for over 30,000 corporate, academic, government and nonprofit clients in 33 countries. WRDS provides the user with one location to access over 200 terabytes of data across multiple disciplines including Accounting, Banking, Economics, ESG, Finance, Insurance, Marketing, and Statistics.
Access to a computer or mobile device with an internet connection.
Motivation to learn!
There are no special materials or prerequisite knowledge required for this course.
Who this course is for
Students who are new to this field
Students willing to put in a couple hours to learn about Wharton Business and Financial Modeling Capstone
Advanced students wanting to add another skill to their portfolio
Richard Lambert – Professor of Accounting – Accounting- Wharton School
Robert W. Holthausen – Professor – Accounting
Don Huesman – Managing Director, Wharton Online – Innovation Group- Wharton School
Richard Waterman – Professor of Statistics – Statistics-Wharton School
This course includes
Option for learning at your own pace
Videos and reading material about the course
Assessed tasks with feedback from other course participants
Evaluated tests with feedback
Evaluated programming tasks