In this Capstone project, you will have to choose between three different characters (each with a unique set of financial constraints and objectives) and design an appropriate wealth plan for them over the next 5 years.
이 강좌는 투자 관리 전문 분야의 일부입니다.
Planning your Client's Wealth over a 5-year Horizon
제공자:
About this Course
최근 조회 19,366회
학습자 경력 결과
50%
이 강좌를 수료한 후 새로운 경력 시작하기
40%
이 강좌를 통해 확실한 경력상 이점 얻기
20%
급여 인상 또는 승진하기
귀하가 습득할 기술
Investment ManagementMicrosoft ExcelFinanceInvestment
학습자 경력 결과
50%
이 강좌를 수료한 후 새로운 경력 시작하기
40%
이 강좌를 통해 확실한 경력상 이점 얻기
20%
급여 인상 또는 승진하기
100% 온라인
지금 바로 시작해 나만의 일정에 따라 학습을 진행하세요.
다음 전문 분야의 5개 강좌 중 5번째 강좌:
유동적 마감일
일정에 따라 마감일을 재설정합니다.
완료하는 데 약 20시간 필요
권장: 5 hours/week
영어
자막: 영어
제공자:
제네바대학교
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.
강의 계획 - 이 강좌에서 배울 내용
완료하는 데 4시간 필요
Client Profile
완료하는 데 4시간 필요
16개 동영상 (총 90분), 1 reading, 1 quiz
16개의 동영상
Client profile - Quick recap - part 110m
Client profile - Quick recap - part 210m
The basic steps in investment2m
Cognitive biases when choosing which assets to look at3m
Cognitive biases when processing financial information4m
Cognitive biases when rebalancing your portfolio4m
Cognitive biases when evaluating performance2m
Wrap-up3m
How our emotions impact our investment decisions4m
Why we trade6m
What can we learn from this?9m
The key things you need to know to define your investment profile - UBS guest speaker4m
The path from an investor's profile to his/her optimal investment strategy - UBS guest speaker2m
How our age and wealth affect our investment profile - Main views8m
How our age and wealth affect our investment profile - Robo-advisors8m
1개의 읽기 자료
Pick a client!10m
완료하는 데 4시간 필요
Investment Policy
완료하는 데 4시간 필요
13개 동영상 (총 85분)
13개의 동영상
Risk as volatility?4m
The risk-return trade-off - UBS guest speaker5m
Measuring our risk tolerance5m
Distribution of returns - Graphical representation8m
Distribution of returns - Numbers5m
The impact of correlation - The benefits of diversification5m
The impact of correlation - Maximizing diversification6m
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
Key drivers of tactical asset allocation - Goals8m
Key drivers of tactical asset allocation - Implementation4m
완료하는 데 3시간 필요
First Reporting and Rebalancing
완료하는 데 3시간 필요
7개 동영상 (총 34분)
7개의 동영상
Risk management applied to portfolio allocation6m
Defining the Value-at-Risk4m
Computing the Value-at-Risk5m
Defining the Expected Shortfall6m
Computing the Expected Shortfall3m
Risk as volatility?4m
완료하는 데 4시간 필요
Final Reporting
완료하는 데 4시간 필요
6개 동영상 (총 47분)
6개의 동영상
The Sharpe, Treynor and Sortino ratios - Sharpe8m
The Sharpe, Treynor and Sortino ratios - Treynor and Sortino8m
Beating the benchmark or the peer group? - Peer group analysis12m
Beating the benchmark or the peer group? - Screening criteria8m
A few concluding words4m
검토
4.7
PLANNING YOUR CLIENT'S WEALTH OVER A 5-YEAR HORIZON의 최상위 리뷰
HS 제공May 4, 2019
Great course and specialization, thanks to UNIGE, UBS and Coursera for designing it so well and providing this high quality knowledge and tools for online users interested in this very niche topic
AG 제공Jul 4, 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.
BS 제공Jan 14, 2020
This was a great course. I expanded my skills using Microsoft excel and how to calculate investment returns and improve the performance due to market changes.
IO 제공Oct 30, 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.
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
자주 묻는 질문
강의 및 과제를 언제 이용할 수 있게 되나요?
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.
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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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