课程信息

4,140 次近期查看

100% 在线

立即开始,按照自己的计划学习。

可灵活调整截止日期

根据您的日程表重置截止日期。

初级

完成时间大约为11 小时

建议:7 hours/week...

英语(English)

字幕:英语(English)

您将学到的内容有

  • Check
    Recognize the strengths and weaknesses of human financial advisors and investors.
  • Check
    Explain the business model of robo/AI-advisors.
  • Check
    Identify the relationship between identifiable firm characteristics and average returns.
  • Check
    Build a diversified portfolio based on attitudes toward risk.

您将获得的技能

robo advisinginvestment technologyArtificial Intelligence (AI)investing technologydiversified portfolio

100% 在线

立即开始,按照自己的计划学习。

可灵活调整截止日期

根据您的日程表重置截止日期。

初级

完成时间大约为11 小时

建议:7 hours/week...

英语(English)

字幕:英语(English)

教学大纲 - 您将从这门课程中学到什么

1

1

完成时间为 1 小时

Introduction

完成时间为 1 小时
2 个视频 (总计 14 分钟), 3 个阅读材料
2 个视频
Fintech Innovations: Series Introduction8分钟
3 个阅读材料
Syllabus10分钟
Help Us Learn More About You!10分钟
Learning from a Case10分钟
2

2

完成时间为 4 小时

Robo Advising

完成时间为 4 小时
7 个视频 (总计 98 分钟), 2 个阅读材料, 2 个测验
7 个视频
Building an Efficient Portfolio25分钟
Diversified Investments8分钟
Exchange Traded Funds14分钟
Robo-Advisors8分钟
How do Pure Advisors & Robo-Advisors actually work?14分钟
RoboAdvising: The Value Add of Robo Advisors15分钟
2 个阅读材料
Case Reading: Wealth Management - A Case for Innovation?10分钟
Case Reading: Wealth Management and Robo-Advising10分钟
2 个练习
Case Discussion Participation5分钟
End of Module Quiz30分钟
3

3

完成时间为 3 小时

Stock Selection & Asset Management

完成时间为 3 小时
8 个视频 (总计 73 分钟), 3 个阅读材料, 2 个测验
8 个视频
Stock Selection: Fundamental Analysis: Manager Performance8分钟
Stock Selection Screening: Discovering Signals and Data Issues8分钟
Stock Selection Screening10分钟
Stock Selection: Neural Networks14分钟
Stock Selection: Smart Beta: What is Smart Beta?5分钟
Stock Selection Smart Beta: Creating a Smart Beta Index7分钟
Stock Selection: Smart Beta Tilts8分钟
3 个阅读材料
Case Reading: Is Active Management Right for Us?10分钟
Case Reading: Benchmarks vs. Signals10分钟
Case Reading: Diving into Smart Betas10分钟
2 个练习
Case Discussion Participation5分钟
End of Module Quiz30分钟
4

4

完成时间为 3 小时

Big Data

完成时间为 3 小时
3 个视频 (总计 30 分钟), 3 个阅读材料, 2 个测验
3 个视频
AI/ML in investment management: Current applications8分钟
AI/ML in investment management: Key value drivers and pitfalls8分钟
3 个阅读材料
Case Reading: The AI Revolution Comes to BAM10分钟
Case Reading: Robots in the Stock Market10分钟
Course Feedback10分钟
2 个练习
Case Discussion Participation5分钟
End of Module Quiz30分钟

讲师

授课教师 Andrew Wu 的图片

Andrew Wu 

Michael R. and Mary Kay Hallman Fellow​, Assistant Professor of Technology and Operations and Finance
Stephen M. Ross School of Business
授课教师 Robert Dittmar 的图片

Robert Dittmar 

Professor of Finance
Stephen M. Ross School of Business

关于 密歇根大学

The mission of the University of Michigan is to serve the people of Michigan and the world through preeminence in creating, communicating, preserving and applying knowledge, art, and academic values, and in developing leaders and citizens who will challenge the present and enrich the future....

关于 Financial Technology (Fintech) Innovations 专项课程

This specialization is intended to familiarize learners with a broad range of financial technologies. While finance has always been at the forefront of technological innovation, the financial industry is changing rapidly in the face of new technology. In the past, at the forefront of innovation in finance were central governments and financial institutions. Today, information technology firms and professionals are leading innovation in the financial industry. Our goal is to show learners the genesis and use cases of the technology. We hope to familiarize professionals sufficiently with the technology that they can utilize and adapt the technologies in their careers....
Financial Technology (Fintech) Innovations

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