课程信息
4.6
308 个评分
70 个审阅
100% 在线

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

可灵活调整截止日期

根据您的日程表重置截止日期。
中级

中级

完成时间(小时)

完成时间大约为18 小时

建议:4 weeks of study, 2-3 hours/week...
可选语言

英语(English)

字幕:英语(English), 法语(French), 中文(简体), 意大利语, 德语(German), 西班牙语(Spanish)...

您将获得的技能

Investment ManagementPortfolio TheoriesFinancial MarketsAsset Management
100% 在线

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

可灵活调整截止日期

根据您的日程表重置截止日期。
中级

中级

完成时间(小时)

完成时间大约为18 小时

建议:4 weeks of study, 2-3 hours/week...
可选语言

英语(English)

字幕:英语(English), 法语(French), 中文(简体), 意大利语, 德语(German), 西班牙语(Spanish)...

教学大纲 - 您将从这门课程中学到什么

1
完成时间(小时)
完成时间为 4 小时

Defining Your Objectives and Universe

As the first module of the course, we will start with helping you to identify which kind of investor you are, and what are your investment objectives. Then, we will give you an overall view of investible assets and the financial market. In addition, we will introduce the concepts of risk and returns in portfolio management which will help you to make better investment decisions....
Reading
7 个视频 (总计 61 分钟), 7 个阅读材料, 5 个测验
Video7 个视频
What kind of investor are you?8分钟
What do you want to achieve as an investor?7分钟
Translating your objectives into financial metrics10分钟
Understanding how to measure asset risk and return9分钟
A glance at the universe of investable assets12分钟
Financial market participants at play10分钟
Reading7 个阅读材料
What will you learn?10分钟
More about the course10分钟
Supporting material - computing returns and sample statistics10分钟
What will you learn?10分钟
Additional (optional) videos10分钟
Portfolio management exercise: part 110分钟
Next quiz for advanced learners (honor track)10分钟
Quiz5 个练习
Practice Quiz Module 1 Lesson 110分钟
Practice Quiz Module 1 Lesson 210分钟
Graded Quiz Module 146分钟
Portfolio management exercise - Getting Started with Investments12分钟
Quiz for honor track - part 110分钟
2
完成时间(小时)
完成时间为 3 小时

How to Build an Investment Solution

This is the second week of our study. We first learn how to optimize a portfolio allocation given your investment objectives. Then we will learn how to integrate your investment constraints to find a feasible investment solution. You will use asset pricing models to improve your portfolio performance by improving your understanding of financial asset returns. Finally, you will apply different hedging techniques to remove unwanted risk in our portfolios....
Reading
6 个视频 (总计 50 分钟), 7 个阅读材料, 4 个测验
Video6 个视频
How to use quantitative method to optimize portfolio construction8分钟
How do constraints and regulations impact portfolio construction?8分钟
The importance of asset pricing in portfolio management9分钟
Strategic versus tactical allocation10分钟
Hedging techniques: how to protect portfolio against undesired risk11分钟
Reading7 个阅读材料
What will you learn?10分钟
Supporting material10分钟
Supporting material10分钟
Additional (optional) videos10分钟
What will you learn?10分钟
Suggested reading10分钟
Portfolio management exercise: part 210分钟
Quiz4 个练习
Practice Quiz - Module 2 Lesson 110分钟
Practice Quiz - Module 2 - Lesson 210分钟
Graded Quiz Module 240分钟
Portfolio management exercise - Let's Allocate Across Investments12分钟
3
完成时间(小时)
完成时间为 3 小时

Exploring Specific Portfolio Management Techniques

We take in this module a closer look at investment strategies. We start by examining both quantitative active and qualitative strategies, and understanding their respective benefits. In the second lesson, we will learn how to apply these strategies in real life, including how to translate a strategies into transactions. We finish by examining extreme events in financial markets during which investment strategies were challenged. ...
Reading
7 个视频 (总计 57 分钟), 8 个阅读材料, 4 个测验
Video7 个视频
The economics of active management8分钟
Active management: quantitative approach8分钟
Active management: discretionary approach10分钟
Investment management decisions8分钟
How to manage trading efficiently10分钟
How to manage extreme events in financial markets9分钟
Reading8 个阅读材料
What will you learn?10分钟
Additional (optional) videos10分钟
Supporting material10分钟
Suggested reading10分钟
What will you learn?10分钟
Suggested reading10分钟
Supporting material and suggested reading10分钟
Next quiz for advanced learners (honor track)10分钟
Quiz4 个练习
Practice Quiz - Module 3 - Lesson 110分钟
Practice Quiz - Module 3 - Lesson 210分钟
Graded Quiz Module 340分钟
Quiz for honor track - part 212分钟
4
完成时间(小时)
完成时间为 3 小时

The Asset Management Industry: Selecting or Becoming a Fund Manager

In this final module, we cover the details of the asset management industry. We start by understanding what it takes to make a proper decision when hiring a fund manager. We will learn how to evaluate his or her performance, and to select the right one depending on our investment objectives. Then, we cover the functioning of an asset management firm. We will learn the different career paths within an asset management firm. We will also cover the different stages of the life cycle of an investment product, including the role of each department within the firm and the impact of regulations on their design. ...
Reading
7 个视频 (总计 53 分钟), 7 个阅读材料, 5 个测验
Video7 个视频
How to measure and monitor the performance of an investment7分钟
Selecting the right fund manager7分钟
Formalize your investment objectives8分钟
Professionals at work in an asset management company8分钟
Product cycles in asset management11分钟
What does regulation bring to the industry?8分钟
Reading7 个阅读材料
What will you learn?10分钟
Supporting material10分钟
What will you learn?10分钟
Suggested reading10分钟
Got any question? Ask us in a live session!10分钟
Portfolio management exercise - part 310分钟
Next quiz for advanced learners (honor track)10分钟
Quiz5 个练习
Practice Quiz - Module 4 - Lesson 110分钟
Practice Quiz - Module 4 - Lesson 210分钟
Graded Quiz Module 440分钟
Portfolio management exercise - Let's Evaluate an Investment Fund10分钟
Quiz for honor track - part 38分钟

讲师

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Hugues Langlois

Assistant Professor of Finance
Finance department
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Marion Le Morhedec

Senior Fund manager
AXA IM

关于 HEC Paris

HEC Paris, founded in 1881 by the Paris Chamber of Commerce and Industry, is one of France’s oldest elite higher education Grandes Ecoles. Throughout its 130-year history, HEC Paris has consistently attracted individuals highly capable and talented, innovative and entrepreneurial, ambitious and open-minded, capable of becoming architects of a responsible world. What makes HEC unique is its conviction shared by the HEC community: knowledge determines the freedom and entrepreneurship required for a better world....

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