关于此课程： 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.
制作方： Indian School of Business
教学方： Ramabhadran Thirumalai, Assistant Professor
Indian School of Business
| 基本信息 | |
| 级别 | Beginner |
| 语言 | English |
| 如何通过 | 通过所有计分作业以完成课程。 |
| 用户评分 |
授课大纲
第 1 周
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.
1 个视频
- Prompt de discussão: Introduction
第 2 周
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.
3 个视频
- Prompt de discussão: Takeaway
- Avaliação entre colegas: Stage 1 - Performance Evaluation
- 视频: Benchmarks for portfolio performance evaluation
- 视频: Alternate performance measures
第 3 周
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.
2 个项目
- Prompt de discussão: Long term investment Avenues
- Avaliação entre colegas: Stage 2 a - Long term investment
第 4 周
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.
4 个视频
- Prompt de discussão: Mutual Funds - Useful sites
- Avaliação entre colegas: Stage 2 b - Investing in Mutual funds
- 视频: Investment opportunity set with 2 risky assets and risk free asset
- 视频: Investment opportunity set with 3 risky assets and risk free asset
- 视频: The optimal allocation between risky and risk free asset
第 5 周
Week 5
This module introduces you to analysis of bonds. After finishing this module you would be able to analyse various bonds and compare their performance.
4 个视频
- Prompt de discussão: Resources
- Avaliação entre colegas: Stage 3 - Investing in Bonds
- 视频: Interest rates or Yields: Finding direction
- 视频: Calling the bond: Expect the Unexpected
- 视频: Bond Ratings: Necessary, not optional
第 6 周
Week 6
In this module, you will combine all the answer templates and submit your final project.
已评分: Final Report
常见问题解答
运作方式
Trabalho
Cada curso é como um livro didático interativo, com vídeos pré-gravados, testes e projetos.
Ajuda dos seus colegas
Conecte-se com milhares de outros aprendizes, debata ideias, discuta sobre os materiais do curso e obtenha ajuda para dominar conceitos.
Certificados
Obtenha reconhecimento oficial pelo seu trabalho e compartilhe seu sucesso com amigos, colegas e empregadores.
制作方
Indian School of Business
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.
价格
| 购买课程 | |
|---|---|
| 访问课程材料 | 可用 |
| 访问评分的材料 | 可用 |
| 收到最终成绩 | 可用 |
| 获得可共享的课程证书 | 可用 |
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