课程信息
4.7
173 个评分
32 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

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20 小时

建议:5 hours/week...
可选语言

英语(English)

字幕:英语(English)

您将获得的技能

Investment ManagementMicrosoft ExcelFinanceInvestment
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20 小时

建议:5 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 4 小时

Client Profile

...
Reading
16 个视频 (总计 90 分钟), 1 个阅读材料, 1 个测验
Video16 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
Reading1 个阅读材料
Pick a client!10分钟
2
完成时间(小时)
完成时间为 4 小时

Investment Policy

...
Reading
13 个视频 (总计 85 分钟), 1 个测验
Video13 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
3
完成时间(小时)
完成时间为 3 小时

First Reporting and Rebalancing

...
Reading
7 个视频 (总计 34 分钟), 1 个测验
Video7 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
4
完成时间(小时)
完成时间为 4 小时

Final Reporting

...
Reading
6 个视频 (总计 47 分钟), 1 个测验
Video6 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
4.7
32 个审阅Chevron Right
职业方向

40%

完成这些课程后已开始新的职业生涯
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 AGJul 5th 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.

创建者 IOOct 31st 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.

讲师

Avatar

University of Geneva- Michel Girardin

Lecturer in Macro-Finance - Project Leader for the "Investment Management" specialization
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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