课程信息
4.7
857 个评分
135 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

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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16 小时

建议:6 hours/week...
可选语言

英语(English)

字幕:英语(English)

您将获得的技能

Portfolio ConstructionInvestment StyleCognitive BiasInvestment
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16 小时

建议:6 hours/week...
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 1 小时

General Introduction and Key Concepts

In this introductory week, we will start by illustrating how emotions can hinder sensible investment decisions. You will then have the opportunity to check if you master the concepts of the first course that are important for this second course. Finally, we will lay the ground for next week’s content by looking at rational decision making....
Reading
7 个视频 (总计 36 分钟), 2 个阅读材料, 3 个测验
Video7 个视频
An example: buying is easy, but when is it a good time to sell? - Buying7分钟
An example: buying is easy, but when is it a good time to sell? - Holding3分钟
An example: buying is easy, but when is it a good time to sell? - Selling10分钟
The key things you need to know to define your investment profile - UBS guest speaker4分钟
What you will learn in this Module1分钟
Rational decision making7分钟
Reading2 个阅读材料
Course syllabus5分钟
Glossary10分钟
Quiz3 个练习
Practice quiz on the relevant content of Course 1 (Understanding Financial Markets)10分钟
Guess 2/3 of the average2分钟
Graded quiz on the content of Week 110分钟
2
完成时间(小时)
完成时间为 2 小时

How Individuals Make Financial Decisions

The focus of this second week is on you, the investor: what are the reasons you participate in financial markets? How do you make investment decisions? What can go wrong in your decision process and what are the consequences? What can you do about it? To answer these questions, we will talk about cognitive biases, emotions and moral values and their respective link with investment decisions....
Reading
15 个视频 (总计 83 分钟), 2 个测验
Video15 个视频
The basic steps in investment2分钟
Biases when choosing which assets to look at3分钟
Biases when processing financial information4分钟
Biases when rebalancing you portfolio4分钟
Biases when evaluating performance2分钟
Wrap up3分钟
How our emotions impact our investment decisions4分钟
Why we trade6分钟
What can we learn from this?9分钟
The role of media in financial markets10分钟
Honesty and trust in investment decision making - Study design10分钟
Honesty and trust in investment decision making - Study results5分钟
Impact Investing - UBS guest speaker4分钟
Are emotions always a bad thing in investing?4分钟
Quiz1 个练习
Graded quiz on the content of Week 210分钟
3
完成时间(小时)
完成时间为 3 小时

Market Efficiency, Bubbles & Crises

In this third week, we will have a look at investors’ behavior as a group. How does it impact asset prices? How do these prices reflect available information? What does it imply for the profitability of some trading strategies? What can go wrong in this price formation process and how can (and did) it cause financial bubbles and crises? This week also features as special guest: Prof. Jean-Pierre Danthine, former vice-chairman of the Swiss National Bank, who will offer insights into some of these issues....
Reading
18 个视频 (总计 138 分钟), 2 个测验
Video18 个视频
Defining market efficiency6分钟
Testing for the efficient market hypothesis: Weak form7分钟
Testing for the efficient market hypothesis: Semi strong form6分钟
Testing for the efficient market hypothesis: Strong form4分钟
Overview of different origins of financial crises3分钟
A first example for the development and fallout of a real crisis: the VW scandal4分钟
A second example for the development and fallout of a real crisis: oil shocks - 1970s8分钟
A second example for the development and fallout of a real crisis: oil shocks - 2000s6分钟
A first example of an anticipation crisis: 1987 - The "Fed Model"9分钟
A first example of an anticipation crisis: 1987 - The crash8分钟
A second example of an anticipation crisis: 200010分钟
The perfect storm: the global financial crisis - Global imbalances9分钟
The perfect storm: the global financial crisis - Policy errors9分钟
The perfect storm: the global financial crisis - Lax regulation7分钟
How do central banks deal with the issue of financial (in)stability? - Course 1 recap10分钟
How do central banks deal with the issue of financial (in)stability? - Asset prices8分钟
An interview with Prof. Jean-Pierre Danthine16分钟
Quiz2 个练习
Graded quiz on market efficiency10分钟
Graded quiz on the origins of financial bubbles and crises10分钟
4
完成时间(小时)
完成时间为 2 小时

Portfolio Construction and Investment Styles

In this final week, we will look at two main portfolio construction methodologies: top-down and bottom-up. We will see how they differ but also how they can be combined. In the second lesson, we will review some important investment styles that are commonly used in the portfolio management industry. In this final lesson, you will also be given the opportunity to experiment with different trading strategies and compare your results with fellow learners....
Reading
11 个视频 (总计 87 分钟), 2 个测验
Video11 个视频
Building a portfolio the top-down way – Definition8分钟
Building a portfolio the top-down way – Use7分钟
Building a portfolio the top-down way – Importance6分钟
Portfolio construction via bottom-up - UBS guest speaker7分钟
Value versus growth12分钟
Fundamental or quantitative driven style? - UBS guest speaker3分钟
Contrarian versus momentum - Momentum10分钟
Contrarian versus momentum - Contrarian8分钟
Core & satellite11分钟
Thematic investing - UBS guest speaker3分钟
Quiz2 个练习
Graded quiz on portfolio construction10分钟
Graded quiz on investment styles10分钟
4.7
135 个审阅Chevron Right
工作福利

83%

通过此课程获得实实在在的工作福利

热门审阅

创建者 MBNov 23rd 2016

I heartily thank everyone participate in this course . this course gave me a comprehensive knowledge about different types of investment styles and the optimum way to build an investment portfolio .

创建者 MUOct 23rd 2016

I love this course because I was planning to start investing in the Bovespa (Sao Paulo, Brazil) following only the guides of sensational analysts. This course recommends being cautious. Thank you.

讲师

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University of Geneva- Tony Berrada

SFI Associate Professor of Finance
Geneva Finance Research Institute
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University of Geneva- Jonas Demaurex

Teaching Assistant
Geneva Finance Research Institute
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University of Geneva- Rajna Gibson Brandon

SFI Senior Chaired Professor of Finance and Managing Director of the GFRI
Geneva Finance Research Institute
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University of Geneva- Michel Girardin

Lecturer in Macro-Finance - Project Leader for the "Investment Management" specialization
Geneva Finance Research Institute
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University of Geneva- Kerstin Preuschoff

Associate Professor of Neurofinance and Neuroeconomics
Geneva Finance Research Institute
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University of Geneva- Olivier Scaillet

SFI Senior Chaired Professor of Finance and Vice-dean (research) at GSEM
Geneva Finance Research Institute
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University of Geneva- Philip Valta

SFI Assistant Professor of Finance
Geneva Finance Research Institute

关于 University of Geneva

Founded in 1559, the University of Geneva (UNIGE) is one of Europe's leading universities. Devoted to research, education and dialogue, the UNIGE shares the international calling of its host city, Geneva, a centre of international and multicultural activities with a venerable cosmopolitan tradition....

关于 Investment Management 专项课程

In this Specialization, you will understand how investment strategies are designed to reach financial goals in a global context. You will learn the theory that underlies strong investment decisions, as well as practical, real-world skills that you can apply when discussing investment proposals with your advisor, managing your personal assets or your client’s investment portfolio. You will start by developing a global understanding of financial markets and what impacts rational and irrational behaviors have in finance at the micro and macro levels. You will then learn how to adequately build and manage a portfolio with a long-term view while gaining an appreciation for novel research advances in finance and related areas as well as future trends that are shaping the investment management industry. In the final Capstone Project, you will create a sensible 5-year investment plan that accounts for an investor's goals and constraints in a dynamic economic landscape. Key speakers from UBS, our corporate partner, will contribute to this specialization by providing you with practical insights they have gathered through years of experience working for the world’s largest wealth manager....
Investment Management

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