課程信息
4.5
26 個評分
6 個審閱
專項課程

第 5 門課程(共 5 門),位於

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14 小時

建議:6 weeks of study...
可選語言

英語(English)

字幕:英語(English)...
專項課程

第 5 門課程(共 5 門),位於

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14 小時

建議:6 weeks of study...
可選語言

英語(English)

字幕:英語(English)...

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 2 小時

Developing Asset Allocation Strategies

In Module 1, Capstone learners will research, develop and implement an asset allocation strategy for a $1 million simulated policy portfolio using a provided list of ETF assets covering US and global equities, fixed income, real estate, and commodities....
Reading
8 個視頻(共 48 分鐘), 7 個閱讀材料, 1 個測驗
Video8 個視頻
Welcome and introduction to the Capstone7分鐘
Welcome and introduction to Module 13分鐘
Using Portfolio Visualizer – Historical Efficient Frontier6分鐘
Using Portfolio Visualizer – Mean Variance Optimization6分鐘
Overview of the Simulated Investment Management System (SIMS)5分鐘
SIMS Usage – Module #19分鐘
Exchange Traded Funds (ETFs)7分鐘
Reading7 個閱讀材料
Capstone Syllabus10分鐘
Pre-Course Survey10分鐘
Portfolio Visualizer Website10分鐘
Sim Portfolio Objectives, Activities, System and Grading – Overview & Module #110分鐘
Simulated Portfolio Management System (SIMS)10分鐘
Copying and Pasting Graphics into Excel10分鐘
CFAI Investment Policy10分鐘
Quiz1 個練習
Module #1 Self-Assessment of Understanding12分鐘
2
完成時間(小時)
完成時間為 1 小時

Developing a Macro View / Tactical Portfolio Shifts

In this module, we will analyze and develop a view on macroeconomic trends that impact investment portfolios, will forecast near-term returns on simulated portfolio asset classes, and will make any needed tactical shifts to the policy portfolios. ...
Reading
5 個視頻(共 29 分鐘), 3 個閱讀材料, 1 個測驗
Video5 個視頻
Macroeconomic Analysis5分鐘
Forecasting Asset Class Returns8分鐘
Using Portfolio Visualizer – Forecasted Efficient Frontier5分鐘
SIMS Usage6分鐘
Reading3 個閱讀材料
Portfolio Visualizer Website10分鐘
Sim Portfolio Objectives, Activities, and Grading10分鐘
Resources for US Market and Economic Data / Analysis10分鐘
Quiz1 個練習
Module #2 Self-Assessment of Understanding16分鐘
3
完成時間(小時)
完成時間為 1 小時

Behavioral Finance

This module, learners will advise case study clients on changes needed in their portfolios and investment behavior which demonstrate behavioral finance biases or puzzles and will also reflect on their own personal biases (either experienced or expected)....
Reading
2 個視頻(共 6 分鐘), 2 個閱讀材料, 1 個測驗
Video2 個視頻
SIMS Usage3分鐘
Reading2 個閱讀材料
Sim Portfolio Objectives, Activities, and Grading10分鐘
Listing of Biases/Brief Definitions10分鐘
Quiz1 個練習
Behavioral finance case studies24分鐘
4
完成時間(小時)
完成時間為 1 小時

Styles of Investing

Learners will advise case study clients on styles of investing, becoming familiar with the use of Fama-French and Carhart factor model....
Reading
2 個視頻(共 8 分鐘), 2 個閱讀材料, 1 個測驗
Video2 個視頻
Using Portfolio Visualizer – Factor Models7分鐘
Reading2 個閱讀材料
Portfolio Visualizer Website10分鐘
Investment Style Case Studies Quiz Instructions10分鐘
Quiz1 個練習
Investment Styles Case Studies18分鐘
4.5
6 個審閱Chevron Right

熱門審閱

創建者 TPMar 16th 2018

Thank you Professor Jill Foote and the course team for a practical, well-organized, carefully crafted and clearly presented course.

創建者 WCAug 15th 2017

A practical approach in managing investment portfolio.

講師

Avatar

Jill Foote

Finance Faculty
Jones Graduate School of Business

關於 Rice University

Rice University is consistently ranked among the top 20 universities in the U.S. and the top 100 in the world. Rice has highly respected schools of Architecture, Business, Continuing Studies, Engineering, Humanities, Music, Natural Sciences and Social Sciences and is home to the Baker Institute for Public Policy....

關於 Investment and Portfolio Management 專項課程

In this four-course Specialization, you’ll learn the essential skills of portfolio management and personal investing. All investors – from the largest wealth funds to the smallest individual investors – share common issues in investing: how to meet their liabilities, how to decide where to invest, and how much risk to take on. In this Specialization, you will learn how to think about, discuss, and formulate solutions to these investment questions. You will learn the theory and the real-world skills necessary to design, execute, and evaluate investment proposals that meet financial objectives. You will begin with an overview of global financial markets and instruments that characterize the investment opportunities available to today’s investor. You will then learn how to construct optimal portfolios that manage risk effectively, and how to capitalize on understanding behavioral biases and irrational behavior in financial markets. You will learn the best practices in portfolio management and performance evaluation as well as current investment strategies. By the end of your Capstone Project, you will have mastered the analytical tools, quantitative skills, and practical knowledge necessary for long-term investment management success. To see an overview video for this Specialization, click here!...
Investment and Portfolio Management

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