Об этом курсе
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Специализация

Курс 2 из 5 в программе

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Часов на завершение

Прибл. 16 часа на выполнение

Предполагаемая нагрузка: 6 hours/week...
Доступные языки

Английский

Субтитры: Английский

Приобретаемые навыки

Portfolio ConstructionInvestment StyleCognitive BiasInvestment
Специализация

Курс 2 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. 16 часа на выполнение

Предполагаемая нагрузка: 6 hours/week...
Доступные языки

Английский

Субтитры: Английский

Программа курса: что вы изучите

Неделя
1
Часов на завершение
1 ч. на завершение

General Introduction and Key Concepts

In this introductory week, we will start by illustrating how emotions can hinder sensible investment decisions. You will then have the opportunity to check if you master the concepts of the first course that are important for this second course. Finally, we will lay the ground for next week’s content by looking at rational decision making....
Reading
7 видео ((всего 36 мин.)), 2 материалов для самостоятельного изучения, 3 тестов
Video7 видео
An example: buying is easy, but when is it a good time to sell? - Buying7мин
An example: buying is easy, but when is it a good time to sell? - Holding3мин
An example: buying is easy, but when is it a good time to sell? - Selling10мин
The key things you need to know to define your investment profile - UBS guest speaker4мин
What you will learn in this Module1мин
Rational decision making7мин
Reading2 материала для самостоятельного изучения
Course syllabus5мин
Glossary10мин
Quiz3 практического упражнения
Practice quiz on the relevant content of Course 1 (Understanding Financial Markets)10мин
Guess 2/3 of the average2мин
Graded quiz on the content of Week 110мин
Неделя
2
Часов на завершение
2 ч. на завершение

How Individuals Make Financial Decisions

The focus of this second week is on you, the investor: what are the reasons you participate in financial markets? How do you make investment decisions? What can go wrong in your decision process and what are the consequences? What can you do about it? To answer these questions, we will talk about cognitive biases, emotions and moral values and their respective link with investment decisions....
Reading
15 видео ((всего 83 мин.)), 2 тестов
Video15 видео
The basic steps in investment2мин
Biases when choosing which assets to look at3мин
Biases when processing financial information4мин
Biases when rebalancing you portfolio4мин
Biases when evaluating performance2мин
Wrap up3мин
How our emotions impact our investment decisions4мин
Why we trade6мин
What can we learn from this?9мин
The role of media in financial markets10мин
Honesty and trust in investment decision making - Study design10мин
Honesty and trust in investment decision making - Study results5мин
Impact Investing - UBS guest speaker4мин
Are emotions always a bad thing in investing?4мин
Quiz1 практическое упражнение
Graded quiz on the content of Week 210мин
Неделя
3
Часов на завершение
3 ч. на завершение

Market Efficiency, Bubbles & Crises

In this third week, we will have a look at investors’ behavior as a group. How does it impact asset prices? How do these prices reflect available information? What does it imply for the profitability of some trading strategies? What can go wrong in this price formation process and how can (and did) it cause financial bubbles and crises? This week also features as special guest: Prof. Jean-Pierre Danthine, former vice-chairman of the Swiss National Bank, who will offer insights into some of these issues....
Reading
18 видео ((всего 138 мин.)), 2 тестов
Video18 видео
Defining market efficiency6мин
Testing for the efficient market hypothesis: Weak form7мин
Testing for the efficient market hypothesis: Semi strong form6мин
Testing for the efficient market hypothesis: Strong form4мин
Overview of different origins of financial crises3мин
A first example for the development and fallout of a real crisis: the VW scandal4мин
A second example for the development and fallout of a real crisis: oil shocks - 1970s8мин
A second example for the development and fallout of a real crisis: oil shocks - 2000s6мин
A first example of an anticipation crisis: 1987 - The "Fed Model"9мин
A first example of an anticipation crisis: 1987 - The crash8мин
A second example of an anticipation crisis: 200010мин
The perfect storm: the global financial crisis - Global imbalances9мин
The perfect storm: the global financial crisis - Policy errors9мин
The perfect storm: the global financial crisis - Lax regulation7мин
How do central banks deal with the issue of financial (in)stability? - Course 1 recap10мин
How do central banks deal with the issue of financial (in)stability? - Asset prices8мин
An interview with Prof. Jean-Pierre Danthine16мин
Quiz2 практического упражнения
Graded quiz on market efficiency10мин
Graded quiz on the origins of financial bubbles and crises10мин
Неделя
4
Часов на завершение
2 ч. на завершение

Portfolio Construction and Investment Styles

In this final week, we will look at two main portfolio construction methodologies: top-down and bottom-up. We will see how they differ but also how they can be combined. In the second lesson, we will review some important investment styles that are commonly used in the portfolio management industry. In this final lesson, you will also be given the opportunity to experiment with different trading strategies and compare your results with fellow learners....
Reading
11 видео ((всего 87 мин.)), 2 тестов
Video11 видео
Building a portfolio the top-down way – Definition8мин
Building a portfolio the top-down way – Use7мин
Building a portfolio the top-down way – Importance6мин
Portfolio construction via bottom-up - UBS guest speaker7мин
Value versus growth12мин
Fundamental or quantitative driven style? - UBS guest speaker3мин
Contrarian versus momentum - Momentum10мин
Contrarian versus momentum - Contrarian8мин
Core & satellite11мин
Thematic investing - UBS guest speaker3мин
Quiz2 практического упражнения
Graded quiz on portfolio construction10мин
Graded quiz on investment styles10мин
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Лучшие рецензии

автор: MBNov 23rd 2016

I heartily thank everyone participate in this course . this course gave me a comprehensive knowledge about different types of investment styles and the optimum way to build an investment portfolio .

автор: MUOct 23rd 2016

I love this course because I was planning to start investing in the Bovespa (Sao Paulo, Brazil) following only the guides of sensational analysts. This course recommends being cautious. Thank you.

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- 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- 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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