课程信息

99,733 次近期查看

学生职业成果

38%

完成这些课程后已开始新的职业生涯

37%

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。
第 3 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。
完成时间大约为8 小时
英语(English)
字幕:英语(English)

您将获得的技能

Portfolio TheoriesRisk ManagementValue At Risk (VAR)Portfolio Optimization

学生职业成果

38%

完成这些课程后已开始新的职业生涯

37%

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。
第 3 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。
完成时间大约为8 小时
英语(English)
字幕:英语(English)

提供方

日内瓦大学 徽标

日内瓦大学

教学大纲 - 您将从这门课程中学到什么

内容评分Thumbs Up89%(4,747 个评分)Info
1

1

完成时间为 1 小时

General Introduction and Key Concepts

完成时间为 1 小时
6 个视频 (总计 39 分钟), 2 个阅读材料, 1 个测验
6 个视频
Some common mistakes you will no longer make after this course – Portfolio risk6分钟
Some common mistakes you will no longer make after this course – Free lunch9分钟
Distribution of returns - Graphical representation8分钟
Distribution of returns - Numbers5分钟
The risk-return trade-off - UBS guest speaker5分钟
2 个阅读材料
Course syllabus5分钟
Glossary10分钟
1 个练习
Graded quiz on the content of Week 110分钟
2

2

完成时间为 2 小时

Modern Portfolio Theory and Beyond

完成时间为 2 小时
14 个视频 (总计 89 分钟)
14 个视频
The impact of correlation - Maximizing diversification6分钟
Reaching the efficient frontier - UBS guest speaker4分钟
The efficient frontier with a risk-free asset4分钟
Expanding the asset universe - International diversification5分钟
Expanding the asset universe - Country versus industry diversification4分钟
Do investors diversify internationally? - UBS guest speaker3分钟
The impact of constraints on optimal portfolios8分钟
The pitfalls of Modern Portfolio Theory - Assumptions8分钟
The pitfalls of Modern Portfolio Theory - Investors9分钟
Two-fund separation - Individual decision4分钟
Two-fund separation - Market level7分钟
Capital market equilibrium - The Capital Market Line5分钟
Capital market equilibrium - The Capital Asset Pricing Model9分钟
1 个练习
Graded quiz on the content of Week 215分钟
3

3

完成时间为 2 小时

Asset Allocation

完成时间为 2 小时
14 个视频 (总计 96 分钟), 1 个阅读材料, 1 个测验
14 个视频
How our age and wealth affect our investment profile - Robo-advisors8分钟
The path from an investor's profile to his/her optimal investment strategy - UBS guest speaker2分钟
Strategic asset allocation: MPT in practice - Definitions6分钟
Strategic asset allocation: MPT in practice - Implementation8分钟
Asset allocation versus stock picking: what matters more? - UBS guest speaker4分钟
Rebalancing a portfolio to maintain the SAA - SAA versus TAA6分钟
Rebalancing a portfolio to maintain the SAA - Weights and bounds9分钟
Key drivers of tactical asset allocation - Goals8分钟
Key drivers of tactical asset allocation - Implementation4分钟
Timing the market with tactical asset allocation - Shiller's CAPE7分钟
Timing the market with tactical asset allocation - Macroeconomic tools10分钟
How tactical asset allocation depends on macroeconomic fundamentals - UBS guest speaker6分钟
How to combine strategic and tactical asset allocations - UBS guest speaker4分钟
1 个阅读材料
The importance of asset allocation20分钟
1 个练习
Graded quiz on the content of Week 315分钟
4

4

完成时间为 2 小时

Risk Management

完成时间为 2 小时
14 个视频 (总计 95 分钟)
14 个视频
Defining forwards and options - Options11分钟
Risk as volatility?4分钟
What about illiquidity? - UBS guest speaker2分钟
Currency risk - Return7分钟
Currency risk - Risk6分钟
Defining the Value-at-Risk4分钟
Computing the Value-at-Risk5分钟
Defining the Expected Shortfall6分钟
Computing the Expected Shortfall3分钟
Risk management applied to portfolio allocation6分钟
Banking regulation & Basel recommendations: How did we get there?7分钟
Hedging against market falls (using options)8分钟
Hedging against currency risk (using forwards)9分钟
1 个练习
Graded quiz on the content of Week 415分钟

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关于 投资管理 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. Director of this Specialization and main teaching contributor: Dr. Michel Girardin, Lecturer in Macro-Finance, University of Geneva...
投资管理

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