About this Course
최근 조회 15,218

Learner Career Outcomes

14%

이 강좌를 수료한 후 새로운 경력 시작하기

21%

이 강좌를 통해 확실한 경력상 이점 얻기

다음 전문 분야의 5개 강좌 중 2번째 강좌:

100% 온라인

지금 바로 시작해 나만의 일정에 따라 학습을 진행하세요.

유동적 마감일

일정에 따라 마감일을 재설정합니다.

완료하는 데 약 16시간 필요

권장: 7 hours/week...

영어

자막: 영어

귀하가 습득할 기술

Portfolio ConstructionInvestment StyleCognitive BiasInvestment

Learner Career Outcomes

14%

이 강좌를 수료한 후 새로운 경력 시작하기

21%

이 강좌를 통해 확실한 경력상 이점 얻기

다음 전문 분야의 5개 강좌 중 2번째 강좌:

100% 온라인

지금 바로 시작해 나만의 일정에 따라 학습을 진행하세요.

유동적 마감일

일정에 따라 마감일을 재설정합니다.

완료하는 데 약 16시간 필요

권장: 7 hours/week...

영어

자막: 영어

강의 계획 - 이 강좌에서 배울 내용

1
완료하는 데 1시간 필요

General Introduction and Key Concepts

7개 동영상 (총 36분), 2 readings, 3 quizzes
7개의 동영상
An example: buying is easy, but when is it a good time to sell? - Buying7m
An example: buying is easy, but when is it a good time to sell? - Holding3m
An example: buying is easy, but when is it a good time to sell? - Selling10m
The key things you need to know to define your investment profile - UBS guest speaker4m
What you will learn in this Module1m
Rational decision making7m
2개의 읽기 자료
Course syllabus5m
Glossary10m
3개 연습문제
Practice quiz on the relevant content of Course 1 (Understanding Financial Markets)10m
Guess 2/3 of the average2m
Graded quiz on the content of Week 110m
2
완료하는 데 2시간 필요

How Individuals Make Financial Decisions

15개 동영상 (총 83분), 2 quizzes
15개의 동영상
The basic steps in investment2m
Biases when choosing which assets to look at3m
Biases when processing financial information4m
Biases when rebalancing you portfolio4m
Biases when evaluating performance2m
Wrap up3m
How our emotions impact our investment decisions4m
Why we trade6m
What can we learn from this?9m
The role of media in financial markets10m
Honesty and trust in investment decision making - Study design10m
Honesty and trust in investment decision making - Study results5m
Impact Investing - UBS guest speaker4m
Are emotions always a bad thing in investing?4m
1개 연습문제
Graded quiz on the content of Week 210m
3
완료하는 데 3시간 필요

Market Efficiency, Bubbles & Crises

18개 동영상 (총 138분), 2 quizzes
18개의 동영상
Defining market efficiency6m
Testing for the efficient market hypothesis: Weak form7m
Testing for the efficient market hypothesis: Semi strong form6m
Testing for the efficient market hypothesis: Strong form4m
Overview of different origins of financial crises3m
A first example for the development and fallout of a real crisis: the VW scandal4m
A second example for the development and fallout of a real crisis: oil shocks - 1970s8m
A second example for the development and fallout of a real crisis: oil shocks - 2000s6m
A first example of an anticipation crisis: 1987 - The "Fed Model"9m
A first example of an anticipation crisis: 1987 - The crash8m
A second example of an anticipation crisis: 200010m
The perfect storm: the global financial crisis - Global imbalances9m
The perfect storm: the global financial crisis - Policy errors9m
The perfect storm: the global financial crisis - Lax regulation7m
How do central banks deal with the issue of financial (in)stability? - Course 1 recap10m
How do central banks deal with the issue of financial (in)stability? - Asset prices8m
An interview with Prof. Jean-Pierre Danthine16m
2개 연습문제
Graded quiz on market efficiency10m
Graded quiz on the origins of financial bubbles and crises10m
4
완료하는 데 2시간 필요

Portfolio Construction and Investment Styles

11개 동영상 (총 87분), 2 quizzes
11개의 동영상
Building a portfolio the top-down way – Definition8m
Building a portfolio the top-down way – Use7m
Building a portfolio the top-down way – Importance6m
Portfolio construction via bottom-up - UBS guest speaker7m
Value versus growth12m
Fundamental or quantitative driven style? - UBS guest speaker3m
Contrarian versus momentum - Momentum10m
Contrarian versus momentum - Contrarian8m
Core & satellite11m
Thematic investing - UBS guest speaker3m
2개 연습문제
Graded quiz on portfolio construction10m
Graded quiz on investment styles10m
4.8
160개의 리뷰Chevron Right

Meeting Investors' Goals의 최상위 리뷰

대학: MBNov 23rd 2016

I heartily thank everyone participate in this course . this course gave me a comprehensive knowledge about different types of investment styles and the optimum way to build an investment portfolio .

대학: MUOct 23rd 2016

I love this course because I was planning to start investing in the Bovespa (Sao Paulo, Brazil) following only the guides of sensational analysts. This course recommends being cautious. Thank you.

강사

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University of Geneva- Tony Berrada

SFI Associate Professor of Finance
Geneva Finance Research Institute
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University of Geneva- Jonas Demaurex

Teaching Assistant
Geneva Finance Research Institute
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University of Geneva- Rajna Gibson Brandon

SFI Senior Chaired Professor of Finance and Managing Director of the GFRI
Geneva Finance Research Institute
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University of Geneva- Michel Girardin

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

Associate Professor of Neurofinance and Neuroeconomics
Geneva Finance Research Institute
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University of Geneva- Olivier Scaillet

SFI Senior Chaired Professor of Finance and Vice-dean (research) at GSEM
Geneva Finance Research Institute
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University of Geneva- Philip Valta

SFI Assistant Professor of Finance
Geneva Finance Research Institute

제네바대학교 정보

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....

투자 관리 전문 분야 정보

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. Director of this Specialization and main teaching contributor: Dr. Michel Girardin, Lecturer in Macro-Finance, University of Geneva...
투자 관리

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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