課程信息
4.4
133 ratings
23 reviews
This course teaches you the concepts of risk and expected return. This course presents an overview of the basic concepts and techniques used to construct financial portfolios. You will learn about the investment process and get a very good understanding of economic, industry, and company analyses. We will also look at understanding and interpreting major portfolio management and risk concepts. Through this course, you will discover the basic concepts of Modern Portfolio Theory. In the second half of the course we explore the frameworks to measure investment performance, as well as the various measures of investment performance. Finally, you will learn how to measure performance of equity, bonds and hedge funds. After completing this course, you will be able to appreciate the details that go into the creation of investment portfolios....
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100% 在線課程

立即開始,按照自己的計劃學習。
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Beginner Level

初級

Clock

建議:3 hours/week

完成時間大約為15 小時
Comment Dots

English

字幕:English
Globe

100% 在線課程

立即開始,按照自己的計劃學習。
Calendar

可靈活調整截止日期

根據您的日程表重置截止日期。
Beginner Level

初級

Clock

建議:3 hours/week

完成時間大約為15 小時
Comment Dots

English

字幕:English

教學大綱 - 您將從這門課程中學到什麼

1

章節
Clock
完成時間為 2 小時

Basics of Investments

The first module discusses the basics of investment process and the time value of money. The concept of time value of money is extended to value assets with cash flows. In the process, we develop shortcuts for valuing annuities and perpetuities. The student is then introduced to the concept of Risk and Return. The module ends with a discussion of Utility theory....
Reading
10 個視頻(共 62 分鐘), 3 個閱讀材料, 1 個測驗
Video10 個視頻
Investment Process4分鐘
Investment Philosophies7分鐘
Introduction to Time Value of Money7分鐘
Ordinary Annuity7分鐘
Compounding frequency and Effective Annual Rate7分鐘
Annuity Due4分鐘
Perpetuities and stock valuation3分鐘
Expected returns and risk6分鐘
Utility theory5分鐘
Reading3 個閱讀材料
6 Different Investment Philosophies10分鐘
Common Investment Strategies of Fund Managers10分鐘
Utility theory and Attitude toward Risk10分鐘
Quiz1 個練習
Week 1 Assessment20分鐘

2

章節
Clock
完成時間為 2 小時

Concept of risk and return

The second module introduces the student to the concept of portfolio math and the concept of diversification. The student is taught how to construct the investment opportunity set with risky assets and risk-free asset.The student is then introduced to the concept of Market portfolio and the Capital market line....
Reading
10 個視頻(共 59 分鐘), 4 個閱讀材料, 1 個測驗
Video10 個視頻
Capital Allocation6分鐘
Risky portfolios6分鐘
Diversification and efficient frontier5分鐘
Two fund separation6分鐘
Diversification revisited4分鐘
Investment opportunity set with two risky assets and a risk-free asset6分鐘
Investment opportunity set with three risky assets and a risk-free asset6分鐘
The optimal allocation between risky and risk-free assets3分鐘
The market portfolio and the capital market line5分鐘
Reading4 個閱讀材料
The pros' guide to diversification10分鐘
Diversification: How much is too much?10分鐘
The 15-Stock Diversification Myth10分鐘
Does the composition of the market portfolio really matter?10分鐘
Quiz1 個練習
Week 2 - Assessment20分鐘

3

章節
Clock
完成時間為 2 小時

Understanding investments

This module introduces the CAPM model and the concept of Beta. The student is taught how to calculate the Beta of a security. The student is also introduced to arbitrage pricing theory. ...
Reading
10 個視頻(共 52 分鐘), 2 個閱讀材料, 1 個測驗
Video10 個視頻
The CAPM4分鐘
Calculating the CAPM beta6分鐘
The security market line4分鐘
Equilibrium5分鐘
Disequilibrium3分鐘
Estimating beta from data6分鐘
Miscellaneous topics on beta4分鐘
Determinants of the market risk premium4分鐘
Multifactor models5分鐘
The arbitrage pricing theory6分鐘
Reading2 個閱讀材料
Does the Capital Asset Pricing Model Work?10分鐘
Multifactor Models10分鐘
Quiz1 個練習
Week 3 - Assessment20分鐘

4

章節
Clock
完成時間為 2 小時

Security analysis

The main focus of this module is portfolio performance evaluation. You will learn equity valuation....
Reading
10 個視頻(共 58 分鐘), 3 個閱讀材料, 1 個測驗
Video10 個視頻
The arbitrage-free price6分鐘
Commonly-used risk factors4分鐘
Dividend discount models6分鐘
The growth rate of dividends5分鐘
Valuation based on comparable firms4分鐘
The PEG ratio and other valuation multiples6分鐘
Measuring portfolio or fund returns6分鐘
Benchmarks for portfolio performance evaluation6分鐘
Alternate performance measures4分鐘
Reading3 個閱讀材料
The Challenge: How To Benchmark Your Investment Portfolio10分鐘
Performance Measurement: The What, Why, and How of the Investment Management Process10分鐘
The 101 ways to measure portfolio performance10分鐘
Quiz1 個練習
Week 4 - Assessment20分鐘
4.4

熱門審閱

創建者 MKJun 30th 2017

Thank you very much Ramabhadran Thirumalai Sir\n\nThis course is very helpful for learners. explaining method and class slides all are well organised.\n\ncourse went smoothly.

創建者 PVDec 8th 2017

This course is like a essential step towards learning financial management. A great course with broad coverage of topics offering in depth and connective understanding.

講師

Ramabhadran Thirumalai

Assistant Professor
Indian School of Business

關於 Indian School of Business

The Indian School of Business has successfully put India on the global map of management education by nurturing young leaders with an understanding of developing economies and the society at large. Through innovations in curricula and pedagogy to reflect the shifting business landscape, the ISB is committed to providing the best venue for management education to meet the growing need to develop young leaders who can manage global challenges....

關於 Financial Markets and Investment Strategy 專項課程

The Investment Management Specialization teaches professional asset management of securities using portfolio management and behavioral aspects of finance. Specific topics include: an introduction to the basics of finance, how to evaluate risk and expected return, the behavioral aspect of investment strategy, and current trends....
Financial Markets and Investment Strategy

常見問題

  • Once you enroll for a Certificate, you’ll have access to all videos, quizzes, and programming assignments (if applicable). Peer review assignments can only be submitted and reviewed once your session has begun. If you choose to explore the course without purchasing, you may not be able to access certain assignments.

  • When you enroll in the course, you get access to all of the courses in the Specialization, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile. If you only want to read and view the course content, you can audit the course for free.

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