In this Capstone project, you will have to choose between three different characters (each with a unique set of financial constraints and objectives) and design an appropriate wealth plan for them over the next 5 years.
本课程是 投资管理 专项课程 专项课程的一部分
Planning your Client's Wealth over a 5-year Horizon
提供方
课程信息
20,823 次近期查看
学生职业成果
50%
完成这些课程后已开始新的职业生涯
40%
通过此课程获得实实在在的工作福利
20%
加薪或升职
您将获得的技能
Investment ManagementMicrosoft ExcelFinanceInvestment
学生职业成果
50%
完成这些课程后已开始新的职业生涯
40%
通过此课程获得实实在在的工作福利
20%
加薪或升职
可分享的证书
完成后获得证书
100% 在线
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第 5 门课程（共 5 门）
可灵活调整截止日期
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完成时间大约为20 小时
建议：5 hours/week
英语（English）
字幕：英语（English）
提供方
日内瓦大学
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.
教学大纲 - 您将从这门课程中学到什么
完成时间为 4 小时
Client Profile
完成时间为 4 小时
16 个视频 （总计 90 分钟）, 1 个阅读材料, 1 个测验
16 个视频
Client profile - Quick recap - part 110分钟
Client profile - Quick recap - part 210分钟
The basic steps in investment2分钟
Cognitive biases when choosing which assets to look at3分钟
Cognitive biases when processing financial information4分钟
Cognitive biases when rebalancing your portfolio4分钟
Cognitive 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 key things you need to know to define your investment profile - UBS guest speaker4分钟
The path from an investor's profile to his/her optimal investment strategy - UBS guest speaker2分钟
How our age and wealth affect our investment profile - Main views8分钟
How our age and wealth affect our investment profile - Robo-advisors8分钟
1 个阅读材料
Pick a client!10分钟
完成时间为 4 小时
Investment Policy
完成时间为 4 小时
13 个视频 （总计 85 分钟）
13 个视频
Risk as volatility?4分钟
The risk-return trade-off - UBS guest speaker5分钟
Measuring our risk tolerance5分钟
Distribution of returns - Graphical representation8分钟
Distribution of returns - Numbers5分钟
The impact of correlation - The benefits of diversification5分钟
The impact of correlation - Maximizing diversification6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
Key drivers of tactical asset allocation - Goals8分钟
Key drivers of tactical asset allocation - Implementation4分钟
完成时间为 3 小时
First Reporting and Rebalancing
完成时间为 3 小时
7 个视频 （总计 34 分钟）
7 个视频
Risk management applied to portfolio allocation6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 as volatility?4分钟
完成时间为 4 小时
Final Reporting
完成时间为 4 小时
6 个视频 （总计 47 分钟）
6 个视频
The Sharpe, Treynor and Sortino ratios - Sharpe8分钟
The Sharpe, Treynor and Sortino ratios - Treynor and Sortino8分钟
Beating the benchmark or the peer group? - Peer group analysis12分钟
Beating the benchmark or the peer group? - Screening criteria8分钟
A few concluding words4分钟
审阅
4.7
来自PLANNING YOUR CLIENT'S WEALTH OVER A 5-YEAR HORIZON的热门评论
由 HS 提供May 4, 2019
Great course and specialization, thanks to UNIGE, UBS and Coursera for designing it so well and providing this high quality knowledge and tools for online users interested in this very niche topic
由 AG 提供Jul 4, 2017
Practical approach that will allow you to build and manage real portfolios. Really interesting! Thanks to everyone involved in the creation of this specialisation.
由 BS 提供Jan 14, 2020
This was a great course. I expanded my skills using Microsoft excel and how to calculate investment returns and improve the performance due to market changes.
由 IO 提供Oct 30, 2016
Great capstone with practical application of concepts learned I the prior 4 courses. I would love to have a part 2 with more advanced concepts.
由 DK 提供Mar 10, 2018
While the Capstone project was good, challenging and covered the topics taught in a sequential manner, I believe it could have been better.
由 KS 提供Apr 2, 2017
Great course! This course will give you a preparation of real-life investment planning for clients. If you have a chance, don't missed it.
由 JN 提供Oct 26, 2016
Practical Problems were so well organized, it was rather fun working out the solutions.. It was superb experience.
由 AA 提供Nov 13, 2018
An absolutely essential part of the specialisation. It brings all the prior learning together in a practical way.
由 AJ 提供Mar 29, 2017
This Specialization is one of the best among all ,coursera is offering.
由 AA 提供Dec 27, 2019
Great wrap-up for the concepts and a practical application on them.
由 VB 提供Dec 27, 2016
Excellent! Well design project for the end of Specialization.
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
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