课程信息
4.5
26 个评分
6 个审阅
专项课程
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。
完成时间(小时)

完成时间大约为14 小时

建议:6 weeks of study...
可选语言

英语(English)

字幕:英语(English)
专项课程
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。
完成时间(小时)

完成时间大约为14 小时

建议:6 weeks of study...
可选语言

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
完成时间(小时)
完成时间为 2 小时

Developing Asset Allocation Strategies

In Module 1, Capstone learners will research, develop and implement an asset allocation strategy for a $1 million simulated policy portfolio using a provided list of ETF assets covering US and global equities, fixed income, real estate, and commodities....
Reading
8 个视频 (总计 48 分钟), 7 个阅读材料, 1 个测验
Video8 个视频
Welcome and introduction to the Capstone7分钟
Welcome and introduction to Module 13分钟
Using Portfolio Visualizer – Historical Efficient Frontier6分钟
Using Portfolio Visualizer – Mean Variance Optimization6分钟
Overview of the Simulated Investment Management System (SIMS)5分钟
SIMS Usage – Module #19分钟
Exchange Traded Funds (ETFs)7分钟
Reading7 个阅读材料
Capstone Syllabus10分钟
Pre-Course Survey10分钟
Portfolio Visualizer Website10分钟
Sim Portfolio Objectives, Activities, System and Grading – Overview & Module #110分钟
Simulated Portfolio Management System (SIMS)10分钟
Copying and Pasting Graphics into Excel10分钟
CFAI Investment Policy10分钟
Quiz1 个练习
Module #1 Self-Assessment of Understanding12分钟
2
完成时间(小时)
完成时间为 1 小时

Developing a Macro View / Tactical Portfolio Shifts

In this module, we will analyze and develop a view on macroeconomic trends that impact investment portfolios, will forecast near-term returns on simulated portfolio asset classes, and will make any needed tactical shifts to the policy portfolios. ...
Reading
5 个视频 (总计 29 分钟), 3 个阅读材料, 1 个测验
Video5 个视频
Macroeconomic Analysis5分钟
Forecasting Asset Class Returns8分钟
Using Portfolio Visualizer – Forecasted Efficient Frontier5分钟
SIMS Usage6分钟
Reading3 个阅读材料
Portfolio Visualizer Website10分钟
Sim Portfolio Objectives, Activities, and Grading10分钟
Resources for US Market and Economic Data / Analysis10分钟
Quiz1 个练习
Module #2 Self-Assessment of Understanding16分钟
3
完成时间(小时)
完成时间为 1 小时

Behavioral Finance

This module, learners will advise case study clients on changes needed in their portfolios and investment behavior which demonstrate behavioral finance biases or puzzles and will also reflect on their own personal biases (either experienced or expected)....
Reading
2 个视频 (总计 6 分钟), 2 个阅读材料, 1 个测验
Video2 个视频
SIMS Usage3分钟
Reading2 个阅读材料
Sim Portfolio Objectives, Activities, and Grading10分钟
Listing of Biases/Brief Definitions10分钟
Quiz1 个练习
Behavioral finance case studies24分钟
4
完成时间(小时)
完成时间为 1 小时

Styles of Investing

Learners will advise case study clients on styles of investing, becoming familiar with the use of Fama-French and Carhart factor model....
Reading
2 个视频 (总计 8 分钟), 2 个阅读材料, 1 个测验
Video2 个视频
Using Portfolio Visualizer – Factor Models7分钟
Reading2 个阅读材料
Portfolio Visualizer Website10分钟
Investment Style Case Studies Quiz Instructions10分钟
Quiz1 个练习
Investment Styles Case Studies18分钟
4.5
6 个审阅Chevron Right

热门审阅

创建者 TPMar 16th 2018

Thank you Professor Jill Foote and the course team for a practical, well-organized, carefully crafted and clearly presented course.

创建者 WCAug 15th 2017

A practical approach in managing investment portfolio.

讲师

Avatar

Jill Foote

Finance Faculty
Jones Graduate School of Business

关于 Rice University

Rice University is consistently ranked among the top 20 universities in the U.S. and the top 100 in the world. Rice has highly respected schools of Architecture, Business, Continuing Studies, Engineering, Humanities, Music, Natural Sciences and Social Sciences and is home to the Baker Institute for Public Policy....

关于 Investment and Portfolio Management 专项课程

In this four-course Specialization, you’ll learn the essential skills of portfolio management and personal investing. All investors – from the largest wealth funds to the smallest individual investors – share common issues in investing: how to meet their liabilities, how to decide where to invest, and how much risk to take on. In this Specialization, you will learn how to think about, discuss, and formulate solutions to these investment questions. You will learn the theory and the real-world skills necessary to design, execute, and evaluate investment proposals that meet financial objectives. You will begin with an overview of global financial markets and instruments that characterize the investment opportunities available to today’s investor. You will then learn how to construct optimal portfolios that manage risk effectively, and how to capitalize on understanding behavioral biases and irrational behavior in financial markets. You will learn the best practices in portfolio management and performance evaluation as well as current investment strategies. By the end of your Capstone Project, you will have mastered the analytical tools, quantitative skills, and practical knowledge necessary for long-term investment management success. To see an overview video for this Specialization, click here!...
Investment and Portfolio Management

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