Sharpe Ratio Explained: From Total Risk to Tail Risk

  • Author:
    Geoff Robinson
  • Level: 
    Intermediate to advanced
  • Study time:
    1 hour
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Course overview
This playlist explores the Sharpe Ratio and its advanced extensions as key tools in portfolio risk analysis. It begins with foundational understanding—how to measure return per unit of total risk—then delves into symmetry, Excel-based visualization, and tail-risk metrics like conditional and modified Sharpe ratios.

Each video builds analytical intuition and practical modeling skills for real-world investment analysis. Whether you’re refining your Excel toolkit or seeking to quantify downside risk more precisely, these tutorials equip you to interpret volatility-adjusted returns with professional accuracy.

What's included?

  • 3 videos
  • Sharpen your edge in risk analysis—from Sharpe to conditional ratios, learn to measure what truly drives performance.
  • Insights from a #1 ranked data-driven analyst

Who should watch this playlist? 

This series is designed for finance students, investment analysts, and portfolio managers who want to master risk-adjusted performance metrics. It’s ideal for those looking to strengthen their quantitative toolkit, translate theory into Excel-based models, and interpret Sharpe and tail-risk ratios for smarter investment decisions.

Why TheInvestmentAnalyst.com?

We are the only training house that is able to bring top-ranked analyst experience into your classroom. We buck the trend. Most training businesses recruit junior ex-bankers to become their trainer. Our instructors cut their teeth teaching and then gain senior experience with investment banks.

We believe, you could not be in better hands.

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Geoff Robinson
FCA FMVA MFM

Thought leader, instructor, writer, financial influencer, Former UBS Managing Director and 8x #1 ranked analysts EMEA Institutional Investor Survey
ABOUT Geoff
Geoff has had a varied career. He was a Managing Director within UBS Equity Research, leading their Global Fundamental Analytics franchise. During this time, he was #1, ranked 10x in the EMEA Institutional Investor Survey. Before UBS, he was a material equity investor and LBO co-investor in two market exited training consultancies. Geoff has a passion for learning and is well-known for his ability to break down complex subject matter and distil it to an audience in a digestible and engaging manner. He brings this passion to TheInvestmentAnalyst.com. 
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