关于此课程： 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. You will have to use the knowledge you gained in each of the four preceding courses to reach that objective. Indeed, you will need to know which assets to consider and how to manage them depending on changes in the economic outlook (Course 1), how to evaluate and deal with your character's emotional biases in order to suggest them a wealth strategy they will be able to follow (Course 2), how to build an optimal portfolio and manage its risk once the strategy has been designed (Course 3) and how to adequately measure the performance of your plan while taking advantage of investment vehicles and future trends in the investment management industry to further your character's goals (Course 4). This Capstone project was designed in collaboration with UBS, our corporate partner, who benefits from years of experience in guiding clients with their wealth planning.
制作方： University of Geneva
教学方： University of Geneva- Michel Girardin, Lecturer in Macro-Finance - Project Leader for the "Investment Management" specialization
Geneva Finance Research Institute
| 基本信息 | 课程 5（共 5 门，投资管理 Specialization ） |
| 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
Client Profile
16 个视频, 1 个阅读材料
- 视频: Client profile - Quick recap - part 1
- 视频: Client profile - Quick recap - part 2
- 视频: The basic steps in investment
- 视频: Cognitive biases when choosing which assets to look at
- 视频: Cognitive biases when processing financial information
- 视频: Cognitive biases when rebalancing your portfolio
- 视频: Cognitive biases when evaluating performance
- 视频: Wrap-up
- 视频: How our emotions impact our investment decisions
- 视频: Why we trade
- 视频: What can we learn from this?
- 讨论提示: Cognitive biases and emotions
- 视频: The key things you need to know to define your investment profile - UBS guest speaker
- 视频: The path from an investor's profile to his/her optimal investment strategy - UBS guest speaker
- 视频: How our age and wealth affect our investment profile - Main views
- 视频: How our age and wealth affect our investment profile - Robo-advisors
- 讨论提示: Investment profile
- 阅读: Pick a client!
已评分: Assignment for the first milestone: client profile
第 2 周
Investment Policy
13 个视频
- 视频: Risk as volatility?
- 视频: The risk-return trade-off - UBS guest speaker
- 视频: Measuring our risk tolerance
- 讨论提示: Risk-return trade-off
- 视频: Distribution of returns - Graphical representation
- 视频: Distribution of returns - Numbers
- 视频: The impact of correlation - The benefits of diversification
- 视频: The impact of correlation - Maximizing diversification
- 讨论提示: Startegic Asset Allocation
- 视频: A first example of an anticipation crisis: 1987 - The "Fed Model"
- 视频: A first example of an anticipation crisis: 1987 - The crash
- 视频: A second example of an anticipation crisis - 2000
- 视频: Key drivers of tactical asset allocation - Goals
- 视频: Key drivers of tactical asset allocation - Implementation
- 讨论提示: Tactical Asset Allocation
已评分: Assignment for the second milestone: investment policy
第 3 周
First Reporting and Rebalancing
7 个视频
- 视频: Risk management applied to portfolio allocation
- 视频: Defining the Value-at-Risk
- 视频: Computing the Value-at-Risk
- 视频: Defining the Expected Shortfall
- 视频: Computing the Expected Shortfall
- 视频: Risk as volatility?
- 讨论提示: Risk management
已评分: Assignment for the third milestone: first reporting and rebalancing
第 4 周
Final Reporting
6 个视频
- 视频: The Sharpe, Treynor and Sortino ratios - Sharpe
- 视频: The Sharpe, Treynor and Sortino ratios - Treynor and Sortino
- 视频: Beating the benchmark or the peer group? - Peer group analysis
- 视频: Beating the benchmark or the peer group? - Screening criteria
- 讨论提示: Performance measurement
- 视频: A few concluding words
已评分: Assignment for the fourth milestone: final reporting
常见问题解答
运作方式
课程作业
每门课程都像是一本互动的教科书，具有预先录制的视频、测验和项目。
来自同学的帮助
与其他成千上万的学生相联系，对想法进行辩论，讨论课程材料，并寻求帮助来掌握概念。
证书
获得正式认证的作业，并与朋友、同事和雇主分享您的成功。
制作方
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.
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 |
评分和审阅
Very good
Passing this course is such a great pleasure! and a bit pain to miss the great teachers at University of Geneva and the mentors of UBS! Always be grateful to them for their great effort! Salute to Prof. Michel Girardin for guiding us through such an abstract subject like finance/investment with such ease and smile.
While the Capstone project was good, challenging and covered the topics taught in a sequential manner, I believe it could have been better.
Excelente !!!