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Global Financial Markets and Instruments

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Global Financial Markets and Instruments

Rice University

Об этом курсе: Get a running start in the high-stakes world of financial investment! This first course is designed to help you become an informed investor by providing you with the essential concepts for long-term success in managing money. You’ll start by learning the role of financial markets and financial assets in a well-functioning economy. From there, you’ll learn about the wide range of financial instruments available in major asset classes, their features and valuations. You’ll explore how financial markets actually operate in the real world, focusing on how and where securities are traded and how various market types differ from one another in practice. You will also learn the basics of algorithmic trading, dark pools, buying on margin and short selling. By the end of the course, learners will be able to: • List and distinguish the different financial instruments available to an investor • Compare global financial markets • Explain the features of equity, debt, and derivative instruments • Define traditional and alternative asset classes • Discuss different trading venues and mechanics of securities trading • Discuss the current trends affecting today’s financial markets This course is designed to be accessible for students of all knowledge levels and gives you the actionable foundation needed to manage money in a post-crisis world. ________________________________________ WEEK 1 Module 1: Introduction & Review of Elementary Finance Tools This module introduces the Investment and Portfolio Management Specialization, which is made up of four courses. This module discusses how the first course, Global Financial Markets and Assets, is organized. It outlines the different stages of the investment management process, which guides the focus of the Specialization. It also reviews basic finance concepts and tools such as time value of money, computing returns, discounting and compounding. Topics covered include: • Familiarize with the organization of the class • Meet the professor and your peers • Explain the investment management process • Review elementary concepts in finance • Compute present value or future value of a single cash flow • Compute present value of future value of a stream of cash flows • Define an annuity or perpetuity • Apply time value of money tools to solve basic mortgage, loan or retirement problems ________________________________________ WEEK 2 Module 2: Financial system & financial assets: fixed income securities In this and the next two modules, we cover the key institutional features of financial markets and instruments. We ask the following questions: Why do financial markets exist? What role do they play? What are financial assets and how are they different than real assets? How does it all come together? Basically, this is where I hope you will get to see the big picture of the entire financial system and how it comes together. Module 2 focuses on fixed income securities. We'll get started with a review of basics of bond valuation. You will learn about short-term money market instruments, U.S. Treasury securities as well as corporate bonds. After module 2, you will be able to describe fixed income securities, be familiar with their institutional features, and identify their cash flows. Finally, you will learn how to value fixed income securities such as Treasury bills, zero-coupon or coupon-bonds and compute yields. Topics covered include: • Explain the roles of financial markets • Distinguish between real and financial assets • Define and explain money market instruments, zero-coupon and coupon- bonds and features • Identify the cash flows associated with fixed-income securities • Define and explain bond market features • List the different types of Treasury securities and explain pricing and quoting conventions • List and define other long-term debt instruments such as corporate bonds, mortgage-backed securities, sovereign debt • Find the value of a zero-coupon or coupon-bonds ________________________________________ WEEK 3 Module 3: Financial system & financial assets: equity securities and derivatives In Module 3, we continue our overview of financial markets and instruments. We next focus on two other major asset classes: equity securities and derivative instruments. You will learn about how equity differs from fixed income securities, the cash flows associated with stock and preferred stock and how to find the value of a share. You will also learn about option strategies. After completing module 3, you will be able to describe all major asset classes, including derivative instruments such as options, forwards and futures. You will be able to explain how these differ from each other and their payoffs. Topics covered include: • Distinguish between equities and fixed income securities • Define and explain the features of equity securities • Identify the cash flows associated with equity securities • Explain dividend discount model • Find the value of a share of common stock or preferred stock • Define and list different types of derivative securities • Explain option payoffs • Distinguish between a forward and futures contract • Explain forward and futures payoffs • Identify traditional and alternative asset classes ________________________________________ WEEK 4 Module 4: Organization of financial markets and securities trading In this module, we discuss how financial markets actually work. We will talk about different trading venues and the mechanics of securities trading. I will emphasize a lot of terminology and the latest trends in securities trading to familiarize you with the institutional workings of financial markets. After this module, you will be able to compare different trading venues, trading mechanisms, and be able to explain different types of orders, including transactions like margin buying and short- selling; you will be familiar with the language and terminology you need in order to become an informed practitioner of investments. Topics covered include • Explain the roles of corporations, households, government, and financial intermediaries in the financial system • Explain price discovery process • Define different type of orders • Distinguish between dealer vs. auction markets; different trading platforms • Explain margin buying and short-selling transactions • Understand the current trading environment such as algorithmic or high frequency trading, dark pools etc.

Для кого этот курс: While each course in this Specialization can be viewed as self-contained, starting with fundamentals, some background in business and finance and familiarity with basic statistical concepts is recommended. This Specialization provides a rigorous foundation in investment management with an emphasis on the latest thinking in asset management. It is most appropriate for working professionals interested in asset management in their careers, or for individuals either preparing for advanced degrees in finance and economics, or looking to acquire the knowledge and tools in order to establish a portfolio that fits their needs and goals and improve their personal investment performance.


Автор:  Rice University
Rice University

  • Arzu Ozoguz

    Преподаватели:  Arzu Ozoguz, Finance Faculty

    Jones Graduate School of Business
Основные сведения
Course 1 of 5 in the Investment and Portfolio Management Specialization
Язык
English
Как пройти курсЧтобы пройти курс, выполните все оцениваемые задания.
Оценки пользователей
4.5 звезды
Средняя оценка пользователей: 4.5Посмотрите, что пишут учащиеся
Программа курса
НЕДЕЛЯ 1
Module 1: Introduction & Review of Elementary Finance Tools
This module introduces the Investment and Portfolio Management Specialization, which is made up of four courses. This module discusses how the first course, Global Financial Markets and Instruments, is organized. It outlines the different stages of the investment management process, which guides the focus of the Specialization. It also reviews basic finance concepts and tools such as time value of money, computing returns, discounting and compounding.
17 видео, 15 материалов для самостоятельного изучения, 4 practice quizzes
  1. Видео: Introduction and welcome to the class
  2. Видео: Meet the Professor!
  3. Видео: What is the investment management process?
  4. Reading: Course syllabus
  5. Reading: Meet & Greet: Get to know your classmates
  6. Reading: Grading Policy
  7. Reading: How to use discussion forums
  8. Discussion Prompt: Introductions
  9. Discussion Prompt: Share with others your goals
  10. Reading: Pre-Course Survey
  11. Видео: Back to basics (Part 1.1): What is time value of money?
  12. Видео: Back to Basics (Part 1.2): Finding the future value of a cash flow
  13. Видео: Back to Basics (Part 1.3): Finding the present value of a cash flow
  14. Reading: Lecture handouts: Review of Elementary Finance Tools Part 1
  15. Practice Quiz: Review of Elementary Finance Tools Part 1
  16. Reading: Review of Elementary Finance Tools Part 1- Quiz Solutions
  17. Видео: Back to basics (Part 2.1): What are annuities?
  18. Видео: Back to basics (Part 2.2): Annuities example: Retirement problem
  19. Видео: Back to basics (Part 2.3): Finding the present value of annuities
  20. Видео: Back to basics (Part 2.4): Annuities Example: Loan Problem
  21. Reading: Lecture handouts: Review of Elementary Finance Tools Part 2
  22. Practice Quiz: Review of Elementary Finance Tools Part 2
  23. Reading: Review of Elementary Finance Tools Part 2- Quiz Solutions
  24. Видео: Back to basics (Part 3.1): Computing the effective annual interest rate
  25. Видео: Back to basics (Part 3.2): Computing an effective rate over any period
  26. Видео: Back to basics (Part 3.3): Examples, examples, and more examples
  27. Видео: Back to basics (Part 3.4): Computing continuously compounded rates
  28. Reading: Lecture handouts: Review of Elementary Finance Tools Part 3
  29. Practice Quiz: Review of Elementary Finance Tools Part 3
  30. Reading: Review of Elementary Finance Tools Part 3- Quiz Solutions
  31. Видео: Back to basics (Part 4.1): Valuing perpetuities and growing perpetuities
  32. Видео: Back to basics (Part 4.2): Valuing growing annuities
  33. Reading: Lecture handouts: Review of Elementary Finance Tools Part 4
  34. Practice Quiz: Review of Elementary Finance Tools Part 4
  35. Reading: Review of Elementary Finance Tools Part 4- Quiz Solutions
  36. Видео: Using elementary finance tools – Summary
  37. Reading: Review of Elementary Finance Tools- Graded Quiz Solutions
  38. Reading: Listen to Bloomberg's Masters in Business: Interview with Vanguard CEO Bill McNabb
Оцениваемый: Module 1: Review of Elementary Finance Tools
НЕДЕЛЯ 2
Module 2: Financial system & financial assets: fixed income securities
In this and the next module, we cover the key institutional features of financial markets and instruments. We ask the following questions: Why do financial markets exist? What role do they play? What are financial assets and how are they different than real assets? How does it all come together? Basically, this is where I hope you will get to see the big picture of the entire financial system and how it comes together. Module 2 focuses on fixed-income securities. We'll get started with a review of basics of bond valuation. You will learn about short-term money market instruments, U.S. Treasury securities as well as corporate bonds. After module 2, you will be able to describe fixed income securities, be familiar with their institutional features, and identify their cash flows. Finally, you will learn how to value fixed income securities such as Treasury bills, zero-coupon or coupon-bonds and compute yields.
9 видео, 11 материалов для самостоятельного изучения, 4 practice quizzes
  1. Видео: Introduction: The role of financial markets as a time machine
  2. Видео: A primer on financial assets
  3. Reading: Lecture handouts: A primer on financial assets
  4. Practice Quiz: A primer on financial assets
  5. Reading: A primer on financial assets- Quiz Solutions
  6. Видео: Basics of bond valuation - Part 1
  7. Видео: Basics of Bond Valuation Part 2
  8. Reading: Lecture handouts: Basics of bond valuation
  9. Reading: A note on bond valuation
  10. Practice Quiz: Basics of Bond Valuation
  11. Reading: Basics of Bond Valuation- Quiz Solutions
  12. Видео: Money market instruments
  13. Видео: Calculating U.S. Treasury bill prices
  14. Reading: Lecture handouts: Money market instruments
  15. Reading: Federal Reserve Bank's Open Market Operations (optional)
  16. Discussion Prompt: Watching the Fed for a rate hike?
  17. Practice Quiz: Calculating Treasury Bill Prices
  18. Reading: Calculating Treasury Bill Prices- Quiz Solutions
  19. Видео: U.S Treasury securities
  20. Видео: Other long-term debt instruments
  21. Reading: Lecture handouts: Long-term debt instruments
  22. Practice Quiz: Long-term debt instruments
  23. Reading: Long-term debt instruments- Quiz Solutions
  24. Видео: Summing up fixed income securities
  25. Reading: Financial Assets: fixed income securities- Graded Quiz Solutions
Оцениваемый: Module 2: Financial assets - fixed income securities
НЕДЕЛЯ 3
Module 3: Financial system & financial assets: equity securities and derivatives
In Module 3, we continue our overview of financial markets and instruments. We next focus on two other major asset classes: equity securities and derivative instruments. You will learn about how equity differs from fixed income securities, the cash flows associated with stock and preferred stock and how to find the value of a share. You will also learn about option strategies. After completing module 3, you will be able to describe all major asset classes, including derivative instruments such as options, forwards and futures. You will be able to explain how these differ from each other and their payoffs.
7 видео, 9 материалов для самостоятельного изучения, 2 practice quizzes
  1. Видео: Equity Securities
  2. Видео: Basics of equity valuation
  3. Reading: A note on equity valuation
  4. Reading: Lecture handouts: Equity securities
  5. Practice Quiz: Equity Securities
  6. Reading: Equity Securities- Quiz Solutions
  7. Видео: Derivative securities: Overview
  8. Видео: Derivative Securities: Options
  9. Видео: Derivative securities: Futures and forward contracts
  10. Reading: Lecture handouts: Derivative securities
  11. Reading: A note on option payoffs
  12. Reading: An illustration of a foreign currency forward contract
  13. Practice Quiz: Derivative securities
  14. Reading: Derivative Securities- Quiz Solutions
  15. Видео: Traditional vs. alternative asset classes
  16. Reading: Global Alternatives Survey (optional)
  17. Видео: Summing Up equities and derivatives
  18. Reading: Financial assets: Equities and Derivatives- Graded Quiz Solutions
Оцениваемый: Module 3: Financial assets - Equities and derivatives
НЕДЕЛЯ 4
Module 4: Organization of financial markets and securities trading
In this module, we discuss how financial markets actually work. We will talk about different trading venues and the mechanics of securities trading. I will emphasize a lot of terminology and the latest trends in securities trading to familiarize you with the institutional workings of financial markets. After this module, you will be able to compare different trading venues, trading mechanisms, and be able to explain different types of orders, including transactions like margin buying and short-selling; you will be familiar with the language and terminology you need in order to become an informed practitioner of investments.
8 видео, 10 материалов для самостоятельного изучения, 2 practice quizzes
  1. Видео: Overview – Market structure: where rubber meets the road
  2. Видео: Major players in financial markets
  3. Видео: Primary and secondary markets
  4. Reading: Roaring ahead: ETFs have overtaken hedge funds as an investment vehicle (optional)
  5. Reading: ETFs Report: A market driven by 'speculators' (optional)
  6. Reading: Lecture handouts: Organization of financial markets
  7. Practice Quiz: Organization of financial markets
  8. Reading: Organization of financial markets- Quiz Solutions
  9. Видео: Types of order
  10. Видео: Margin transactions
  11. Видео: Short sales
  12. Reading: Market declines: What is accomplished by banning short-selling? (Optional)
  13. Видео: New trends in securities trading
  14. Reading: What caused the Flash Crash? (optional)
  15. Reading: Lecture handouts: Trading mechanics
  16. Practice Quiz: Trading mechanics
  17. Reading: Trading Mechanics- Quiz Solutions
  18. Видео: Summary
  19. Reading: Organization of Financial Markets and securities trading: Graded Quiz Solutions
  20. Reading: End-of-Course Survey
Оцениваемый: Module 4: Organization of financial markets and securities trading

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Авторы
Rice University
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.
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Рейтинги и отзывы
Оценка 4.5 из 5 по 442 отзывам

AS

Course was very advanced. It was mainly focused more on sums and real life problem solving pedagogy rather than teaching basic financial terminology and and its understanding.

RS

Great course to get an introduction to the workings of the financial market. Designed in a way that makes it possible for anyone to comprehend the matter.

MP

Amazing Course by Rice University.

Victor Hugo Olvera Montoya

Good training for begginers



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