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PATH 02

Systematic Investing Fundamentals

Learn why rules beat gut feeling, explore factors, risk metrics, backtesting, and build your first strategy.

Intermediate 5 modules · ~75 min
2.1
Why Rules Beat Gut Feeling
Evidence for systematic over discretionary investing
2.2
Introduction to Factors
Value, Momentum, Quality, Size, Low Volatility
2.3
Risk Metrics That Matter
Sharpe, Sortino, max drawdown, alpha, beta
2.4
How Backtesting Works
Survivorship bias, look-ahead bias, costs
2.5
Building Your First Strategy
Universe, signal, portfolio construction, rebalancing
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Path Certification

Earn your Systematic Investing Fundamentals certificate

Complete all 5 module quizzes above, then take the 30 question path certification test at the end of Module 2.5. Pass to unlock your shareable PDF certificate with your name on it.

1Finish 5 module quizzes
2Take 30 question path test
3Download certificate
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