课程信息

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学生职业成果

50%

完成这些课程后已开始新的职业生涯

50%

通过此课程获得实实在在的工作福利
可分享的证书
完成后获得证书
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。
完成时间大约为10 小时
英语(English)
字幕:英语(English)

学生职业成果

50%

完成这些课程后已开始新的职业生涯

50%

通过此课程获得实实在在的工作福利
可分享的证书
完成后获得证书
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。
完成时间大约为10 小时
英语(English)
字幕:英语(English)

提供方

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莱斯大学

教学大纲 - 您将从这门课程中学到什么

1

1

完成时间为 3 小时

Developing Asset Allocation Strategies

完成时间为 3 小时
8 个视频 (总计 48 分钟), 7 个阅读材料, 1 个测验
8 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
7 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
1 个练习
Module #1 Self-Assessment of Understanding30分钟
2

2

完成时间为 2 小时

Developing a Macro View / Tactical Portfolio Shifts

完成时间为 2 小时
5 个视频 (总计 29 分钟), 3 个阅读材料, 1 个测验
5 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
3 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
1 个练习
Module #2 Self-Assessment of Understanding30分钟
3

3

完成时间为 1 小时

Behavioral Finance

完成时间为 1 小时
2 个视频 (总计 6 分钟), 2 个阅读材料, 1 个测验
2 个视频
SIMS Usage3分钟
2 个阅读材料
Sim Portfolio Objectives, Activities, and Grading10分钟
Listing of Biases/Brief Definitions10分钟
1 个练习
Behavioral finance case studies30分钟
4

4

完成时间为 1 小时

Styles of Investing

完成时间为 1 小时
2 个视频 (总计 8 分钟), 2 个阅读材料, 1 个测验
2 个视频
Using Portfolio Visualizer – Factor Models7分钟
2 个阅读材料
Portfolio Visualizer Website10分钟
Investment Style Case Studies Quiz Instructions10分钟
1 个练习
Investment Styles Case Studies30分钟

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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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