About this Course
최근 조회 2,542

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지금 바로 시작해 나만의 일정에 따라 학습을 진행하세요.

유동적 마감일

일정에 따라 마감일을 재설정합니다.

완료하는 데 약 14시간 필요

권장: 6 weeks of study...

영어

자막: 영어

100% 온라인

지금 바로 시작해 나만의 일정에 따라 학습을 진행하세요.

유동적 마감일

일정에 따라 마감일을 재설정합니다.

완료하는 데 약 14시간 필요

권장: 6 weeks of study...

영어

자막: 영어

강의 계획 - 이 강좌에서 배울 내용

1
완료하는 데 2시간 필요

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.

...
8 videos (Total 48 min), 7 readings, 1 quiz
8개의 동영상
Welcome and introduction to the Capstone7m
Welcome and introduction to Module 13m
Using Portfolio Visualizer – Historical Efficient Frontier6m
Using Portfolio Visualizer – Mean Variance Optimization6m
Overview of the Simulated Investment Management System (SIMS)5m
SIMS Usage – Module #19m
Exchange Traded Funds (ETFs)7m
7개의 읽기 자료
Capstone Syllabus10m
Pre-Course Survey10m
Portfolio Visualizer Website10m
Sim Portfolio Objectives, Activities, System and Grading – Overview & Module #110m
Simulated Portfolio Management System (SIMS)10m
Copying and Pasting Graphics into Excel10m
CFAI Investment Policy10m
1개 연습문제
Module #1 Self-Assessment of Understanding12m
2
완료하는 데 1시간 필요

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.

...
5 videos (Total 29 min), 3 readings, 1 quiz
5개의 동영상
Macroeconomic Analysis5m
Forecasting Asset Class Returns8m
Using Portfolio Visualizer – Forecasted Efficient Frontier5m
SIMS Usage6m
3개의 읽기 자료
Portfolio Visualizer Website10m
Sim Portfolio Objectives, Activities, and Grading10m
Resources for US Market and Economic Data / Analysis10m
1개 연습문제
Module #2 Self-Assessment of Understanding16m
3
완료하는 데 1시간 필요

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).

...
2 videos (Total 6 min), 2 readings, 1 quiz
2개의 동영상
SIMS Usage3m
2개의 읽기 자료
Sim Portfolio Objectives, Activities, and Grading10m
Listing of Biases/Brief Definitions10m
1개 연습문제
Behavioral finance case studies24m
4
완료하는 데 1시간 필요

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.

...
2 videos (Total 8 min), 2 readings, 1 quiz
2개의 동영상
Using Portfolio Visualizer – Factor Models7m
2개의 읽기 자료
Portfolio Visualizer Website10m
Investment Style Case Studies Quiz Instructions10m
1개 연습문제
Investment Styles Case Studies18m
4.5
6개의 리뷰Chevron Right

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이 강좌를 수료한 후 새로운 경력 시작하기

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이 강좌를 통해 확실한 경력상 이점 얻기

Capstone: Build a Winning Investment Portfolio의 최상위 리뷰

대학: TPMar 16th 2018

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

강사

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Jill Foote

Finance Faculty
Jones Graduate School of Business

라이스 대학교 정보

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....

Investment and Portfolio Management 전문 분야 정보

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

자주 묻는 질문

  • 강좌에 등록하면 바로 모든 비디오, 테스트 및 프로그래밍 과제(해당하는 경우)에 접근할 수 있습니다. 상호 첨삭 과제는 이 세션이 시작된 경우에만 제출하고 검토할 수 있습니다. 강좌를 구매하지 않고 살펴보기만 하면 특정 과제에 접근하지 못할 수 있습니다.

  • 강좌를 등록하면 전문 분야의 모든 강좌에 접근할 수 있고 강좌를 완료하면 수료증을 취득할 수 있습니다. 전자 수료증이 성취도 페이지에 추가되며 해당 페이지에서 수료증을 인쇄하거나 LinkedIn 프로필에 수료증을 추가할 수 있습니다. 강좌 내용만 읽고 살펴보려면 해당 강좌를 무료로 청강할 수 있습니다.

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