In the Capstone project, you have to design an investment plan for an individual at three different stages of his life. Depending on the stage of his life the individuals biases, risk preferences and wealth requirements change. You have to keep in mind all of these and design an appropriate investment plan for each stage of his life. You will use the concepts learned in the 4 courses to achieve this target. You should consider different assets and different markets to achieve the investors goals by building an optimal portfolio which matches his profile. In the end you should also evaluate the performance of his portfolio.
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第 5 门课程（共 5 门）
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初级
完成时间大约为22 小时
英语（English）
字幕：英语（English）
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。
第 5 门课程（共 5 门）
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22 小时
英语（English）
字幕：英语（English）
提供方
印度商学院
The Indian School of Business has successfully put India on the global map of management education by nurturing young leaders with an understanding of developing economies and the society at large. Through innovations in curricula and pedagogy to reflect the shifting business landscape, the ISB is committed to providing the best venue for management education to meet the growing need to develop young leaders who can manage global challenges.
教学大纲 - 您将从这门课程中学到什么
完成时间为 12 分钟
Capstone Project
In the Capstone project, you have to design an investment plan for an individual at three different stages of his life. Depending on the stage of his life the individuals biases, the risk preferences and the wealth requirements change. You have to keep in mind all of these and design an appropriate investment plan for each stage of his life. You will use the concepts learned in the 4 courses to achieve this target. You should consider different assets and different markets to achieve the investors goals by building an optimal portfolio which matches his profile.
完成时间为 12 分钟
1 个视频 （总计 2 分钟）
1 个视频
完成时间为 4 小时
Week 2
This module teaches you how to measure the performance of portfolios. After completing this module you will be explain when to use Sharpe and Treynor measures.
完成时间为 4 小时
3 个视频 （总计 18 分钟）
3 个视频
Benchmarks for portfolio performance evaluation6分钟
Alternate performance measures4分钟
完成时间为 4 小时
Week 3
This module discusses the various investments available for an investor looking at long time horizon. After completing this module you will be able to recommend some long term investments.
完成时间为 4 小时
完成时间为 5 小时
Week 4
This module introduces you to the world of mutual funds. After completing this module you will be able to analyse and compare mutual funds.
完成时间为 5 小时
4 个视频 （总计 21 分钟）
4 个视频
Investment opportunity set with 2 risky assets and risk free asset6分钟
Investment opportunity set with 3 risky assets and risk free asset6分钟
The optimal allocation between risky and risk free asset3分钟
关于 Financial Markets and Investment Strategy 专项课程
The Investment Management Specialization teaches professional asset management of securities using portfolio management and behavioral aspects of finance. Specific topics include: an introduction to the basics of finance, how to evaluate risk and expected return, the behavioral aspect of investment strategy, and current trends.
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