課程信息
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第 4 門課程(共 5 門)

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

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完成時間大約為13 小時

建議:6 hours/week...

英語(English)

字幕:英語(English)

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StockFinancial MarketsInvestment StrategyInvestment

第 4 門課程(共 5 門)

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

根據您的日程表重置截止日期。

完成時間大約為13 小時

建議:6 hours/week...

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
完成時間為 2 小時

Course Orientation

You will become familiar with the course, your classmates, and our learning environment.

...
3 個視頻 (總計 22 分鐘), 6 個閱讀材料, 1 個測驗
3 個視頻
Get to know Scott (introductory video used for his iMBA course)6分鐘
See the “Movie Trailer” for Scott’s Course!1分鐘
6 個閱讀材料
Syllabus10分鐘
A Preview of Coming Attractions: Introduction Videos for Modules 1-410分鐘
What You Will Learn: Course Summary with Animations10分鐘
Learning from the Experts: Full Collection of Faculty Focus Episodes10分鐘
About the Discussion Forums10分鐘
Updating Your Profile10分鐘
1 個練習
Orientation Quiz10分鐘
完成時間為 3 小時

Module 1: Fundamentals and Composition of Returns

In Module 1, we will briefly review the fundamentals of investments, including the trading off of return and risk when forming a portfolio, asset pricing models such as the Capital Asset Pricing Model (CAPM) and the 3-Factor Model, and the efficient market hypothesis. We will also discuss the two components of stock returns – dividends (cash received) and capital gains (changes in price since purchase).

...
11 個視頻 (總計 145 分鐘), 3 個閱讀材料, 1 個測驗
11 個視頻
1-1.1. Basics of Return and Risk18分鐘
1-1.2. Capital Asset Pricing Model (CAPM)20分鐘
1-1.3. 3-Factor Model and Market Efficiency15分鐘
1-1.4. Interpretation of Regression Model Results13分鐘
1-1.5. Regression Analysis of Returns to Small-Value Stocks13分鐘
1-2.1. Dividends, Capital Gains, and Firm Payout Policy14分鐘
1-2.2. Realization-Based Capital Gains Tax15分鐘
1-2.3. Seasonality in Stock Returns20分鐘
Summary of Module 1 with Animations8分鐘
Like this course? Learn more with the iMBA! (Optional)1分鐘
3 個閱讀材料
Module 1 Overview10分鐘
Module 1 Lecture Slides10分鐘
Module 1 Spreadsheet10分鐘
1 個練習
Module 1 Quiz34分鐘
2
完成時間為 3 小時

Module 2: Investment Decisions in DC Pension Plans

In Module 2, we discuss the investment decisions of participants in defined-contribution (DC) pension plans like 401(k) plans in the U.S. Not falling prey to common behavioral biases is key to sound financial decision-making in these retirement plans, so we will discuss common behavioral biases of DC pension plan participants.

...
12 個視頻 (總計 128 分鐘), 3 個閱讀材料, 1 個測驗
12 個視頻
2-1.1. Overview of Key Biases in Decisions9分鐘
2-1.2. Representativeness4分鐘
2-1.3. Familiarity Bias and Background Risk22分鐘
2-1.4. Endorsement Effects7分鐘
2-1.5. Naïve Diversification18分鐘
2-1.6. Inertia4分鐘
2-1.7. Option Confusion5分鐘
2-1.8. Power of Defaults16分鐘
2-1.9. Bottom Line on Biases in Investment Decisions7分鐘
2-2.1. Faculty Focus with Dean Jeffrey Brown (interview)23分鐘
Summary of Module 2 with Animations3分鐘
3 個閱讀材料
Module 2 Overview10分鐘
Module 2 Lecture Slides10分鐘
Module 2 Recommended Reading10分鐘
1 個練習
Module 2 Quiz16分鐘
3
完成時間為 4 小時

Module 3: Performance of Individual Investors

In Module 3, we will learn about the evidence regarding the performance of individual investors in their stock portfolios. A few key behavioral biases that affect many individuals will be highlighted, and the potential information embedded in some parts of individual investors’ stock portfolios will be discussed.

...
14 個視頻 (總計 223 分鐘), 2 個閱讀材料, 1 個測驗
14 個視頻
3-1.1. Overview of the Performance of Individual Investors25分鐘
3-2.1. Overconfidence17分鐘
3-2.2. Loss Aversion16分鐘
3-2.3. Effects of Loss Aversion (Part 1): Loss Aversion & Tax Incentives for Stock Trades18分鐘
3-2.4. Effects of Loss Aversion (Part 2): Personal Connection to Asset12分鐘
3-2.5. Effects of Loss Aversion (Part 3): Corporate Finance Decisions9分鐘
3-2.6. Faculty Focus with Professor Yuhai Xuan (interview)28分鐘
3-2.7. Effects of Loss Aversion (Part 4): Explanation for Momentum?5分鐘
3-2.8. Effects of Loss Aversion (Part 5): Importance of Endowment15分鐘
3-2.9. Emotion and Financial Decisions15分鐘
3-3.1. Local Investments35分鐘
3-3.2. Changing Nature of Individual Investors?15分鐘
Summary of Module 3 with Animations2分鐘
2 個閱讀材料
Module 3 Overview10分鐘
Module 3 Lecture Slides10分鐘
1 個練習
Module 3 Quiz16分鐘
4
完成時間為 6 小時

Module 4: Performance of Mutual Funds and Search for Alpha

In Module 4, we will learn about the evidence regarding the performance of actively-managed mutual funds. We will also discuss a few examples of portfolio strategies designed to “earn alpha” (i.e., yield positive risk-adjusted returns).

...
17 個視頻 (總計 279 分鐘), 3 個閱讀材料, 1 個測驗
17 個視頻
4-1.1. Overview of Performance of Mutual Funds16分鐘
4-1.2. Fees and Fund Performance10分鐘
4-1.3. Brokers and Fund Performance15分鐘
4-1.4. Trends in Mutual Fund Industry7分鐘
4-2.1. Introduction to Search for Alpha5分鐘
4-2.2. Mutual Fund Disclosure6分鐘
4-2.3. Mutual Funds and Local Investments21分鐘
4-2.4. Information Networks and Performance21分鐘
4-2.5. Closet Indexing and Performance Persistence20分鐘
4-2.6. Valuing Complicated Firms and Exploiting Inattention27分鐘
4-2.7. Faculty Focus with Professor Joshua Pollet (interview)24分鐘
4-2.8. Potential Modern Sources of Information19分鐘
4-2.9. Faculty Focus with Professor Jiekun Huang (interview)19分鐘
4-3.1 Economics of Mutual Funds28分鐘
4-3.2 International Evidence on Active Mutual Fund Management15分鐘
Summary of Module 4 with Animations13分鐘
3 個閱讀材料
Module 4 Overview10分鐘
Module 4 Lecture Slides10分鐘
Module 4 Recommended Reading10分鐘
1 個練習
Module 4 Quiz22分鐘
完成時間為 19 分鐘

Course Conclusion

It's now time to say goodbye to the Investments II course! Key takeaways from the course are reviewed. Don't forget to answer the survey question regarding how was Scott's sequel that is located at the end of the Conclusion to Investments II: Lessons and Applications for Investors!

...
1 個視頻 (總計 14 分鐘)
4.8
72 個審閱Chevron Right

50%

完成這些課程後已開始新的職業生涯

50%

通過此課程獲得實實在在的工作福利

50%

加薪或升職

來自Investments II: Lessons and Applications for Investors的熱門評論

創建者 ACDec 13th 2016

Excellent class! Very useful information for investing. Great faculty focus sessions with UIUC researchers!. Also love the passion that Dr. Weisbenner displays in teaching. Would highly recommend!

創建者 RBDec 7th 2017

I could have known this course before 2009 recession to be a better investor and its great teaching of behavioral finance . This helped me to identify personal bias in investing .

講師

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Scott Weisbenner

William G. Karnes Professor of Finance
Department of Finance, College of Business

立即開始攻讀碩士學位

此 課程 隸屬於 伊利诺伊大学香槟分校 提供的 100% 在線 Master of Business Administration (iMBA)。如果您被錄取參加全部課程,您的課程將計入您的學位學習進程。

關於 伊利诺伊大学香槟分校

The University of Illinois at Urbana-Champaign is a world leader in research, teaching and public engagement, distinguished by the breadth of its programs, broad academic excellence, and internationally renowned faculty and alumni. Illinois serves the world by creating knowledge, preparing students for lives of impact, and finding solutions to critical societal needs. ...

關於 财务管理 專項課程

This Specialization covers the fundamentals of strategic financial management, including financial accounting, investments, and corporate finance. You will learn to evaluate major strategic corporate and investment decisions and to understand capital markets and institutions from a financial perspective, and you will develop an integrated framework for value-based financial management and individual financial decision-making. The Financial Management Specialization is part of the University of Illinois iMBA Program. Each course in this Specialization also fulfills a portion of the requirements for a University of Illinois course that can earn you college credit. When you complete the Financial Management Specialization, you will: · Have a solid foundation in developing an integrated framework for strategic financial decision-making. · Have a thorough understanding of financial statements and the financial information they provide, and be able to critically evaluate and analyze cash flows statements. · Understand the management and evaluation of portfolios and firm valuation techniques. · Understand how to incorporate risk and uncertainty into investment decisions and understand how companies make financing and investment decisions....
财务管理

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