Об этом курсе
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Рецензии: 55
Специализация

Курс 4 из 5 в программе

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Часов на завершение

Прибл. 11 часа на выполнение

Предполагаемая нагрузка: 4 weeks of study, 1-3 hours/week...
Доступные языки

Английский

Субтитры: Английский

Приобретаемые навыки

Investment ManagementSustainabilityFinanceSocially Responsible Investing
Специализация

Курс 4 из 5 в программе

100% онлайн

100% онлайн

Начните сейчас и учитесь по собственному графику.
Гибкие сроки

Гибкие сроки

Назначьте сроки сдачи в соответствии со своим графиком.
Часов на завершение

Прибл. 11 часа на выполнение

Предполагаемая нагрузка: 4 weeks of study, 1-3 hours/week...
Доступные языки

Английский

Субтитры: Английский

Программа курса: что вы изучите

Неделя
1
Часов на завершение
2 ч. на завершение

General Introduction and Key Concepts

Welcome to the course and this introductory module! After reviewing some mistakes you will no longer make after following this course and some useful things to know before the course, we will dive into one of the main topics of this course: the active versus passive investment management debate....
Reading
9 видео ((всего 63 мин.)), 1 материал для самостоятельного изучения, 1 тест
Video9 видео
Some common mistakes you will no longer make after this course - Performance6мин
Some common mistakes you will no longer make after this course - Selling8мин
What is useful to know before this course?2мин
Some products you will master when you next meet your bank advisor - Mutual funds9мин
Some products you will master when you next meet your bank advisor - Closed-end funds7мин
Introduction to active versus passive management - Definitions5мин
Introduction to active versus passive management - Passive8мин
Introduction to active versus passive management - Active5мин
Reading1 материала для самостоятельного изучения
Glossary10мин
Quiz1 практического упражнения
Graded quiz on the content of Week 110мин
Неделя
2
Часов на завершение
2 ч. на завершение

Assessing Performance

Welcome to the second module of the course! Here, we will start by talking about absolute versus relative performance and mandates. The second topic of this module will be performance measurement using risk-adjusted performance ratios but also asset pricing models. Finally, we will see how to decompose and attribute performance between the different types of investment decisions undertaken by fund managers....
Reading
10 видео ((всего 80 мин.)), 1 тест
Video10 видео
Choosing the right benchmark - UBS guest speaker8мин
Shifting from relative to absolute return mandates8мин
The Sharpe, Treynor and Sortino ratios - Sharpe8мин
The Sharpe, Treynor and Sortino ratios - Treynor and Sortino8мин
Tracking Error - UBS guest speaker4мин
Using asset pricing models to estimate fund performance9мин
Defining performance analysis - UBS guest speaker6мин
Performance attribution - Introduction5мин
Performance attribution - Example7мин
Quiz1 практического упражнения
Graded quiz on the content of Week 210мин
Неделя
3
Часов на завершение
2 ч. на завершение

Investment Vehicles

Welcome to the third module of the course! In this module, we will explore the worlds of active and passive funds and try to address whether or not active fund management provides added value to a portfolio. But before doing so, we will see how to choose the best investment vehicles among both active and passive funds. The module ends with a discussion with our corporate partner on topics that often divides the world of finance between academia on one side and practitioners on the other....
Reading
12 видео ((всего 103 мин.)), 1 тест
Video12 видео
Dimensions in ETF selection - UBS guest speaker6мин
Beating the benchmark or the peer group? - Peer group analysis12мин
Beating the benchmark or the peer group? - Screening criteria8мин
The information ratio says it all9мин
What are the pros and cons of a structured product?10мин
Searching for hedge fund alpha: lessons from academia - Asset pricing model5мин
Searching for hedge fund alpha: lessons from academia - Evidence9мин
Do active funds really outperform passive funds? - Preliminaries7мин
Do active funds really outperform passive funds? - Evidence8мин
Active versus passive management - UNIGE & UBS Discussion - Part 19мин
Active versus passive management - UNIGE & UBS Discussion - Part 211мин
Quiz1 практического упражнения
Graded quiz on the content of Week 320мин
Неделя
4
Часов на завершение
2 ч. на завершение

Future Trends

Welcome to the fourth and last module of the course! This module is dedicated to future trends in investment management that are already starting to change how we think about and apply some of the ideas presented in the specialization. We will start with sustainable investing: defining it, examining its value proposition and see how it can be implemented in the context of a widely diversified portfolio. We will then take a quick look at what neurofinance is and how it can help us make better investment decisions. Finally, we will leave you with some insights as to how fintech (i.e. information technology solutions applied to finance) is likely to shape the future of the investment management industry....
Reading
12 видео ((всего 82 мин.)), 1 тест
Video12 видео
Corporate sustainability and sustainable investing9мин
Sustainable investing: exclusion, impact investing & integration - UBS guest speaker3мин
Does sustainable investing perform in line with traditional investing? - Theoretical arguments6мин
Does sustainable investing perform in line with traditional investing? - Evidence8мин
Climate change and capital markets - Introduction6мин
Climate change and capital markets - Methodology7мин
What is Neurofinance?6мин
Understanding brain activity for better investment decisions6мин
Can business analytics (Big Data) improve the value-added of TAA?11мин
Using a Robo-advisor to better shape the SAA6мин
Specialization Outro3мин
Quiz1 практического упражнения
Graded quiz on the content of Week 420мин
4.7
Рецензии: 55Chevron Right
Формирование карьерного пути

29%

начал новую карьеру, пройдя эти курсы
Карьерные преимущества

33%

получил значимые преимущества в карьере благодаря этому курсу

Лучшие рецензии

автор: KSSep 14th 2016

Wonderful! This course help me a lot in learning how to evaluate the performance of investment vehicle such as mutual fund, also enlarge my perspectives towards future financial trends.

автор: ABSep 17th 2016

I recommend this course for every one interested to understand the dynamics of financial markets and the future trends of financial markets and portfolio management

Преподавателя

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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- Ines Chaieb

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- Philipp Krueger

SFI Assistant Professor of Finance
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

О University of Geneva

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....

О специализации ''Investment Management'

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....
Investment Management

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