課程信息
4.7
170 個評分
32 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20 小時

建議:5 hours/week...
可選語言

英語(English)

字幕:英語(English)...

您將獲得的技能

Investment ManagementMicrosoft ExcelFinanceInvestment
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20 小時

建議:5 hours/week...
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 4 小時

Client Profile

...
Reading
16 個視頻(共 90 分鐘), 1 個閱讀材料, 1 個測驗
Video16 個視頻
Client profile - Quick recap - part 110分鐘
Client profile - Quick recap - part 210分鐘
The basic steps in investment2分鐘
Cognitive biases when choosing which assets to look at3分鐘
Cognitive biases when processing financial information4分鐘
Cognitive biases when rebalancing your portfolio4分鐘
Cognitive biases when evaluating performance2分鐘
Wrap-up3分鐘
How our emotions impact our investment decisions4分鐘
Why we trade6分鐘
What can we learn from this?9分鐘
The key things you need to know to define your investment profile - UBS guest speaker4分鐘
The path from an investor's profile to his/her optimal investment strategy - UBS guest speaker2分鐘
How our age and wealth affect our investment profile - Main views8分鐘
How our age and wealth affect our investment profile - Robo-advisors8分鐘
Reading1 個閱讀材料
Pick a client!10分鐘
2
完成時間(小時)
完成時間為 4 小時

Investment Policy

...
Reading
13 個視頻(共 85 分鐘), 1 個測驗
Video13 個視頻
Risk as volatility?4分鐘
The risk-return trade-off - UBS guest speaker5分鐘
Measuring our risk tolerance5分鐘
Distribution of returns - Graphical representation8分鐘
Distribution of returns - Numbers5分鐘
The impact of correlation - The benefits of diversification5分鐘
The impact of correlation - Maximizing diversification6分鐘
A first example of an anticipation crisis: 1987 - The "Fed Model"9分鐘
A first example of an anticipation crisis: 1987 - The crash8分鐘
A second example of an anticipation crisis - 200010分鐘
Key drivers of tactical asset allocation - Goals8分鐘
Key drivers of tactical asset allocation - Implementation4分鐘
3
完成時間(小時)
完成時間為 3 小時

First Reporting and Rebalancing

...
Reading
7 個視頻(共 34 分鐘), 1 個測驗
Video7 個視頻
Risk management applied to portfolio allocation6分鐘
Defining the Value-at-Risk4分鐘
Computing the Value-at-Risk5分鐘
Defining the Expected Shortfall6分鐘
Computing the Expected Shortfall3分鐘
Risk as volatility?4分鐘
4
完成時間(小時)
完成時間為 4 小時

Final Reporting

...
Reading
6 個視頻(共 47 分鐘), 1 個測驗
Video6 個視頻
The Sharpe, Treynor and Sortino ratios - Sharpe8分鐘
The Sharpe, Treynor and Sortino ratios - Treynor and Sortino8分鐘
Beating the benchmark or the peer group? - Peer group analysis12分鐘
Beating the benchmark or the peer group? - Screening criteria8分鐘
A few concluding words4分鐘
4.7
32 個審閱Chevron Right
職業方向

40%

完成這些課程後已開始新的職業生涯
工作福利

83%

通過此課程獲得實實在在的工作福利

熱門審閱

創建者 AGJul 5th 2017

Practical approach that will allow you to build and manage real portfolios. Really interesting! Thanks to everyone involved in the creation of this specialisation.

創建者 IOOct 31st 2016

Great capstone with practical application of concepts learned I the prior 4 courses. I would love to have a part 2 with more advanced concepts.

講師

Avatar

University of Geneva- Michel Girardin

Lecturer in Macro-Finance - Project Leader for the "Investment Management" specialization
Geneva Finance Research Institute

關於 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....

關於 Investment Management 專項課程

In this Specialization, you will understand how investment strategies are designed to reach financial goals in a global context. You will learn the theory that underlies strong investment decisions, as well as practical, real-world skills that you can apply when discussing investment proposals with your advisor, managing your personal assets or your client’s investment portfolio. You will start by developing a global understanding of financial markets and what impacts rational and irrational behaviors have in finance at the micro and macro levels. You will then learn how to adequately build and manage a portfolio with a long-term view while gaining an appreciation for novel research advances in finance and related areas as well as future trends that are shaping the investment management industry. In the final Capstone Project, you will create a sensible 5-year investment plan that accounts for an investor's goals and constraints in a dynamic economic landscape. Key speakers from UBS, our corporate partner, will contribute to this specialization by providing you with practical insights they have gathered through years of experience working for the world’s largest wealth manager....
Investment Management

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