Overview
What this challenge is about.
Design an 8-ETF portfolio for a Swiss fintech startup, maximize the Sharpe ratio, and earn a verifiable certificate.
The scenario
The startup, Finvest AG, has 50,000 active users and manages CHF 200M in assets. They target millennials with a digital-first experience and low fees.
The Brief
What you'll do, and what you'll demonstrate.
Construct an optimal multi-asset ETF portfolio for high-risk young professionals that maximizes risk-adjusted return while respecting practical constraints.
Earning criteria — what you'll demonstrate
- Apply Modern Portfolio Theory to construct an efficient frontier and select an optimal portfolio.
- Evaluate asset allocation decisions using risk-return metrics such as Sharpe ratio and maximum drawdown.
- Incorporate real-world constraints like transaction costs and rebalancing into portfolio optimization.
- Communicate investment recommendations clearly to non-expert stakeholders.
Program Fit
Where this fits in your program.
Sharpens the same skills your degree expects you to demonstrate.
Investment Analysis and Portfolio Management
Master · Finance
Strong alignment
This challenge maps to Investment Analysis and Portfolio Management at the Master level. It sharpens the same practical skills your coursework expects — but in a real industry context with actual constraints and deliverables.
Skills
Skills you'll demonstrate.
Each one shows up on your verified credential.
- Portfolio Optimization
Apply portfolio optimization to solve real industry problems and demonstrate production-level capability.
- Modern Portfolio Theory
Apply modern portfolio theory to solve real industry problems and demonstrate production-level capability.
- Sharpe Ratio
Apply sharpe ratio to solve real industry problems and demonstrate production-level capability.
- Etf Analysis
Apply etf analysis to solve real industry problems and demonstrate production-level capability.
- Risk Management
Identify, assess, and mitigate risks across business operations and projects.
- Data Analysis
Analyze real datasets, build models, and communicate findings that drive decisions.
Careers
Career paths this challenge builds toward
Completing this challenge demonstrates skills that transfer directly to these roles: