Об этом курсе
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Рецензии: 122
Специализация
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Доступные языки

Английский

Субтитры: Английский

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Bond ValuationFinancial MarketsFinanceInvestment
Специализация
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Доступные языки

Английский

Субтитры: Английский

Программа курса: что вы изучите

Неделя
1
Часов на завершение
5 ч. на завершение

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....
Reading
17 videos (Total 75 min), 15 материалов для самостоятельного изучения, 5 тестов
Video17 видео
Meet the Professor!2мин
What is the investment management process?4мин
Back to basics (Part 1.1): What is time value of money?5мин
Back to Basics (Part 1.2): Finding the future value of a cash flow4мин
Back to Basics (Part 1.3): Finding the present value of a cash flow3мин
Back to basics (Part 2.1): What are annuities?9мин
Back to basics (Part 2.2): Annuities example: Retirement problem2мин
Back to basics (Part 2.3): Finding the present value of annuities4мин
Back to basics (Part 2.4): Annuities Example: Loan Problem3мин
Back to basics (Part 3.1): Computing the effective annual interest rate6мин
Back to basics (Part 3.2): Computing an effective rate over any period2мин
Back to basics (Part 3.3): Examples, examples, and more examples3мин
Back to basics (Part 3.4): Computing continuously compounded rates3мин
Back to basics (Part 4.1): Valuing perpetuities and growing perpetuities6мин
Back to basics (Part 4.2): Valuing growing annuities4мин
Using elementary finance tools – Summary2мин
Reading15 материала для самостоятельного изучения
Course syllabus10мин
Meet & Greet: Get to know your classmates10мин
Grading Policy10мин
How to use discussion forums10мин
Pre-Course Survey10мин
Lecture handouts: Review of Elementary Finance Tools Part 110мин
Review of Elementary Finance Tools Part 1- Quiz Solutions10мин
Lecture handouts: Review of Elementary Finance Tools Part 210мин
Review of Elementary Finance Tools Part 2- Quiz Solutions10мин
Lecture handouts: Review of Elementary Finance Tools Part 310мин
Review of Elementary Finance Tools Part 3- Quiz Solutions10мин
Lecture handouts: Review of Elementary Finance Tools Part 410мин
Review of Elementary Finance Tools Part 4- Quiz Solutions10мин
Review of Elementary Finance Tools- Graded Quiz Solutions10мин
Listen to Bloomberg's Masters in Business: Interview with Vanguard CEO Bill McNabb10мин
Quiz5 практического упражнения
Review of Elementary Finance Tools Part 18мин
Review of Elementary Finance Tools Part 28мин
Review of Elementary Finance Tools Part 314мин
Review of Elementary Finance Tools Part 48мин
Module 1: Review of Elementary Finance Tools20мин
Неделя
2
Часов на завершение
4 ч. на завершение

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....
Reading
9 videos (Total 66 min), 11 материалов для самостоятельного изучения, 5 тестов
Video9 видео
A primer on financial assets7мин
Basics of bond valuation - Part 19мин
Basics of Bond Valuation Part 23мин
Money market instruments9мин
Calculating U.S. Treasury bill prices7мин
U.S Treasury securities8мин
Other long-term debt instruments10мин
Summing up fixed income securities1мин
Reading11 материала для самостоятельного изучения
Lecture handouts: A primer on financial assets10мин
A primer on financial assets- Quiz Solutions10мин
Lecture handouts: Basics of bond valuation10мин
A note on bond valuation10мин
Basics of Bond Valuation- Quiz Solutions10мин
Lecture handouts: Money market instruments10мин
Federal Reserve Bank's Open Market Operations (optional)10мин
Calculating Treasury Bill Prices- Quiz Solutions10мин
Lecture handouts: Long-term debt instruments10мин
Long-term debt instruments- Quiz Solutions10мин
Financial Assets: fixed income securities- Graded Quiz Solutions10мин
Quiz5 практического упражнения
A primer on financial assets4мин
Basics of Bond Valuation16мин
Calculating Treasury Bill Prices8мин
Long-term debt instruments22мин
Module 2: Financial assets - fixed income securities20мин
Неделя
3
Часов на завершение
4 ч. на завершение

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....
Reading
7 videos (Total 54 min), 9 материалов для самостоятельного изучения, 3 тестов
Video7 видео
Basics of equity valuation9мин
Derivative securities: Overview5мин
Derivative Securities: Options10мин
Derivative securities: Futures and forward contracts10мин
Traditional vs. alternative asset classes6мин
Summing Up equities and derivatives2мин
Reading9 материала для самостоятельного изучения
A note on equity valuation10мин
Lecture handouts: Equity securities10мин
Equity Securities- Quiz Solutions10мин
Lecture handouts: Derivative securities10мин
A note on option payoffs10мин
An illustration of a foreign currency forward contract10мин
Derivative Securities- Quiz Solutions10мин
Global Alternatives Survey (optional)10мин
Financial assets: Equities and Derivatives- Graded Quiz Solutions10мин
Quiz3 практического упражнения
Equity Securities20мин
Derivative securities30мин
Module 3: Financial assets - Equities and derivatives20мин
Неделя
4
Часов на завершение
3 ч. на завершение

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. ...
Reading
8 videos (Total 61 min), 10 материалов для самостоятельного изучения, 3 тестов
Video8 видео
Major players in financial markets10мин
Primary and secondary markets8мин
Types of order5мин
Margin transactions10мин
Short sales6мин
New trends in securities trading7мин
Summary1мин
Reading10 материала для самостоятельного изучения
Roaring ahead: ETFs have overtaken hedge funds as an investment vehicle (optional)10мин
ETFs Report: A market driven by 'speculators' (optional)10мин
Lecture handouts: Organization of financial markets10мин
Organization of financial markets- Quiz Solutions10мин
Market declines: What is accomplished by banning short-selling? (Optional)10мин
What caused the Flash Crash? (optional)10мин
Lecture handouts: Trading mechanics10мин
Trading Mechanics- Quiz Solutions10мин
Organization of Financial Markets and securities trading: Graded Quiz Solutions10мин
End-of-Course Survey10мин
Quiz3 практического упражнения
Organization of financial markets10мин
Trading mechanics20мин
Module 4: Organization of financial markets and securities trading16мин
4.6
Рецензии: 122Chevron Right
Карьерные преимущества

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получил значимые преимущества в карьере благодаря этому курсу

Лучшие рецензии

автор: FAJan 15th 2018

Good and succinct introduction to financial markets and instruments. Clear valuation formulas and intuitive explanation of treatment of cash-flows to define future and present values.

автор: CCAug 15th 2017

Good review of simple financial material. Not an in-depth review, but a good refresher of modules that you would have seen in your MS Finance or MBA Finance.

Преподавателя

Avatar

Arzu Ozoguz

Finance Faculty
Jones Graduate School of Business

О 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....

О специализации ''Investment and Portfolio Management'

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

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