課程信息
4.6
295 個評分
70 個審閱
100% 在線

100% 在線

立即開始,按照自己的計劃學習。
可靈活調整截止日期

可靈活調整截止日期

根據您的日程表重置截止日期。
完成時間(小時)

完成時間大約為19 小時

建議:4 weeks of study, 2-3 hours/week...
可選語言

英語(English)

字幕:英語(English), 意大利語, 德語(German), 法語(French), 中文(簡體)...

您將獲得的技能

Investment ManagementPortfolio TheoriesFinancial MarketsAsset Management
100% 在線

100% 在線

立即開始,按照自己的計劃學習。
可靈活調整截止日期

可靈活調整截止日期

根據您的日程表重置截止日期。
完成時間(小時)

完成時間大約為19 小時

建議:4 weeks of study, 2-3 hours/week...
可選語言

英語(English)

字幕:英語(English), 意大利語, 德語(German), 法語(French), 中文(簡體)...

教學大綱 - 您將從這門課程中學到什麼

1
完成時間(小時)
完成時間為 4 小時

Defining Your Objectives and Universe

As the first module of the course, we will start with helping you to identify which kind of investor you are, and what are your investment objectives. Then, we will give you an overall view of investible assets and the financial market. In addition, we will introduce the concepts of risk and returns in portfolio management which will help you to make better investment decisions....
Reading
7 個視頻(共 61 分鐘), 7 個閱讀材料, 5 個測驗
Video7 個視頻
What kind of investor are you?8分鐘
What do you want to achieve as an investor?7分鐘
Translating your objectives into financial metrics10分鐘
Understanding how to measure asset risk and return9分鐘
A glance at the universe of investable assets12分鐘
Financial market participants at play10分鐘
Reading7 個閱讀材料
What will you learn?10分鐘
More about the course10分鐘
Supporting material - computing returns and sample statistics10分鐘
What will you learn?10分鐘
Additional (optional) videos10分鐘
Portfolio management exercise: part 110分鐘
Next quiz for advanced learners (honor track)10分鐘
Quiz5 個練習
Practice Quiz Module 1 Lesson 110分鐘
Practice Quiz Module 1 Lesson 210分鐘
Graded Quiz Module 146分鐘
Portfolio management exercise - Getting Started with Investments12分鐘
Quiz for honor track - part 110分鐘
2
完成時間(小時)
完成時間為 3 小時

How to Build an Investment Solution

This is the second week of our study. We first learn how to optimize a portfolio allocation given your investment objectives. Then we will learn how to integrate your investment constraints to find a feasible investment solution. You will use asset pricing models to improve your portfolio performance by improving your understanding of financial asset returns. Finally, you will apply different hedging techniques to remove unwanted risk in our portfolios....
Reading
6 個視頻(共 50 分鐘), 7 個閱讀材料, 4 個測驗
Video6 個視頻
How to use quantitative method to optimize portfolio construction8分鐘
How do constraints and regulations impact portfolio construction?8分鐘
The importance of asset pricing in portfolio management9分鐘
Strategic versus tactical allocation10分鐘
Hedging techniques: how to protect portfolio against undesired risk11分鐘
Reading7 個閱讀材料
What will you learn?10分鐘
Supporting material10分鐘
Supporting material10分鐘
Additional (optional) videos10分鐘
What will you learn?10分鐘
Suggested reading10分鐘
Portfolio management exercise: part 210分鐘
Quiz4 個練習
Practice Quiz - Module 2 Lesson 110分鐘
Practice Quiz - Module 2 - Lesson 210分鐘
Graded Quiz Module 240分鐘
Portfolio management exercise - Let's Allocate Across Investments12分鐘
3
完成時間(小時)
完成時間為 3 小時

Exploring Specific Portfolio Management Techniques

We take in this module a closer look at investment strategies. We start by examining both quantitative active and qualitative strategies, and understanding their respective benefits. In the second lesson, we will learn how to apply these strategies in real life, including how to translate a strategies into transactions. We finish by examining extreme events in financial markets during which investment strategies were challenged. ...
Reading
7 個視頻(共 57 分鐘), 8 個閱讀材料, 4 個測驗
Video7 個視頻
The economics of active management8分鐘
Active management: quantitative approach8分鐘
Active management: discretionary approach10分鐘
Investment management decisions8分鐘
How to manage trading efficiently10分鐘
How to manage extreme events in financial markets9分鐘
Reading8 個閱讀材料
What will you learn?10分鐘
Additional (optional) videos10分鐘
Supporting material10分鐘
Suggested reading10分鐘
What will you learn?10分鐘
Suggested reading10分鐘
Supporting material and suggested reading10分鐘
Next quiz for advanced learners (honor track)10分鐘
Quiz4 個練習
Practice Quiz - Module 3 - Lesson 110分鐘
Practice Quiz - Module 3 - Lesson 210分鐘
Graded Quiz Module 340分鐘
Quiz for honor track - part 212分鐘
4
完成時間(小時)
完成時間為 3 小時

The Asset Management Industry: Selecting or Becoming a Fund Manager

In this final module, we cover the details of the asset management industry. We start by understanding what it takes to make a proper decision when hiring a fund manager. We will learn how to evaluate his or her performance, and to select the right one depending on our investment objectives. Then, we cover the functioning of an asset management firm. We will learn the different career paths within an asset management firm. We will also cover the different stages of the life cycle of an investment product, including the role of each department within the firm and the impact of regulations on their design. ...
Reading
7 個視頻(共 53 分鐘), 7 個閱讀材料, 5 個測驗
Video7 個視頻
How to measure and monitor the performance of an investment7分鐘
Selecting the right fund manager7分鐘
Formalize your investment objectives8分鐘
Professionals at work in an asset management company8分鐘
Product cycles in asset management11分鐘
What does regulation bring to the industry?8分鐘
Reading7 個閱讀材料
What will you learn?10分鐘
Supporting material10分鐘
What will you learn?10分鐘
Suggested reading10分鐘
Got any question? Ask us in a live session!10分鐘
Portfolio management exercise - part 310分鐘
Next quiz for advanced learners (honor track)10分鐘
Quiz5 個練習
Practice Quiz - Module 4 - Lesson 110分鐘
Practice Quiz - Module 4 - Lesson 210分鐘
Graded Quiz Module 440分鐘
Portfolio management exercise - Let's Evaluate an Investment Fund10分鐘
Quiz for honor track - part 38分鐘

講師

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Hugues Langlois

Assistant Professor of Finance
Finance department
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Marion Le Morhedec

Senior Fund manager
AXA IM

關於 HEC Paris

HEC Paris, founded in 1881 by the Paris Chamber of Commerce and Industry, is one of France’s oldest elite higher education Grandes Ecoles. Throughout its 130-year history, HEC Paris has consistently attracted individuals highly capable and talented, innovative and entrepreneurial, ambitious and open-minded, capable of becoming architects of a responsible world. What makes HEC unique is its conviction shared by the HEC community: knowledge determines the freedom and entrepreneurship required for a better world....

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