In this course, you will start by reviewing the fundamentals of investments, including the trading off of return and risk when forming a portfolio, asset pricing models such as the Capital Asset Pricing Model (CAPM) and the 3-Factor Model, and the efficient market hypothesis. You will be introduced to the two components of stock returns – dividends and capital gains – and will learn how each are taxed and the incentives provided to investors from a realization-based capital gains tax. You will examine the investment decisions (and behavioral biases) of participants in defined-contribution (DC) pension plans like 401(k) plans in the U.S. and will learn about the evidence regarding the performance of individual investors in their stock portfolios. The course concludes by discussing the evidence regarding the performance of actively-managed mutual funds. You will learn about the fees charged to investors by mutual funds and the evidence regarding the relation between fees charged and fund performance. Segments of the portfolios of mutual funds that may be more likely to outperform and examples of strategies designed to “earn alpha” will also be introduced.
от партнера
Специализация Финансовый менеджментИллинойсский университет в Урбане-ШампейнеОб этом курсе
Карьерные результаты учащихся
33%
40%
33%
Приобретаемые навыки
Карьерные результаты учащихся
33%
40%
33%
от партнера
Иллинойсский университет в Урбане-Шампейне
The University of Illinois at Urbana-Champaign is a world leader in research, teaching and public engagement, distinguished by the breadth of its programs, broad academic excellence, and internationally renowned faculty and alumni. Illinois serves the world by creating knowledge, preparing students for lives of impact, and finding solutions to critical societal needs.
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Программа курса: что вы изучите
Course Orientation
You will become familiar with the course, your classmates, and our learning environment.
Module 1: Fundamentals and Composition of Returns
In Module 1, we will briefly review the fundamentals of investments, including the trading off of return and risk when forming a portfolio, asset pricing models such as the Capital Asset Pricing Model (CAPM) and the 3-Factor Model, and the efficient market hypothesis. We will also discuss the two components of stock returns – dividends (cash received) and capital gains (changes in price since purchase).
Module 2: Investment Decisions in DC Pension Plans
In Module 2, we discuss the investment decisions of participants in defined-contribution (DC) pension plans like 401(k) plans in the U.S. Not falling prey to common behavioral biases is key to sound financial decision-making in these retirement plans, so we will discuss common behavioral biases of DC pension plan participants.
Module 3: Performance of Individual Investors
In Module 3, we will learn about the evidence regarding the performance of individual investors in their stock portfolios. A few key behavioral biases that affect many individuals will be highlighted, and the potential information embedded in some parts of individual investors’ stock portfolios will be discussed.
Module 4: Performance of Mutual Funds and Search for Alpha
In Module 4, we will learn about the evidence regarding the performance of actively-managed mutual funds. We will also discuss a few examples of portfolio strategies designed to “earn alpha” (i.e., yield positive risk-adjusted returns).
Course Conclusion
It's now time to say goodbye to the Investments II course! Key takeaways from the course are reviewed. Don't forget to answer the survey question regarding how was Scott's sequel that is located at the end of the Conclusion to Investments II: Lessons and Applications for Investors!
Рецензии
Лучшие отзывы о курсе INVESTMENTS II: LESSONS AND APPLICATIONS FOR INVESTORS
Excellent class! Very useful information for investing. Great faculty focus sessions with UIUC researchers!. Also love the passion that Dr. Weisbenner displays in teaching. Would highly recommend!
Good overall material covered however I believe the number and duration of videos were excessive for an online course. Took significantly longer than other coursera courses to complete.
I could have known this course before 2009 recession to be a better investor and its great teaching of behavioral finance . This helped me to identify personal bias in investing .
Much better than Investments I, I feel that I got more from this course and sort of wish their order was flipped as then I might have gotten more from the first class.
Специализация Финансовый менеджмент: общие сведения
Часто задаваемые вопросы
Когда я получу доступ к лекциям и заданиям?
Access to lectures and assignments depends on your type of enrollment. If you take a course in audit mode, you will be able to see most course materials for free. To access graded assignments and to earn a Certificate, you will need to purchase the Certificate experience, during or after your audit. If you don't see the audit option:
- The course may not offer an audit option. You can try a Free Trial instead, or apply for Financial Aid.
- The course may offer 'Full Course, No Certificate' instead. This option lets you see all course materials, submit required assessments, and get a final grade. This also means that you will not be able to purchase a Certificate experience.
Что я получу, оформив подписку на специализацию?
Записавшись на курс, вы получите доступ ко всем курсам в специализации, а также возможность получить сертификат о его прохождении. После успешного прохождения курса на странице ваших достижений появится электронный сертификат. Оттуда его можно распечатать или прикрепить к профилю LinkedIn. Просто ознакомиться с содержанием курса можно бесплатно.
Какие правила возврата средств?
Когда вы оформите подписку, начнется семидневный бесплатный пробный период, в течение которого подписку можно отменить без штрафа. По истечении этого срока вы не сможете вернуть средства, но сможете отменить подписку в любой момент. Ознакомьтесь с нашей политикой возврата средств.
Можно ли получить финансовую помощь?
Да, Coursera предоставляет финансовую помощь учащимся, которые не могут оплатить обучение. Чтобы подать заявление, перейдите по ссылке "Финансовая помощь" слева под кнопкой "Зарегистрироваться". Заполните форму заявления. Если его примут, вы получите уведомление. Обратите внимание: этот шаг необходимо выполнить для каждого курса специализации, в том числе для дипломного проекта. Подробнее
Получу ли я зачеты в университете за прохождение курса?
Этот курс не приравнивается к зачету в университетах, однако некоторые вузы принимают сертификаты на свое усмотрение. Дополнительную информацию уточняйте в своем деканате. Онлайн-дипломы и сертификаты Mastertrack™ от Coursera позволяют получить зачеты.
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