About this course: In this Capstone project, you will have to choose between three different characters (each with a unique set of financial constraints and objectives) and design an appropriate wealth plan for them over the next 5 years. You will have to use the knowledge you gained in each of the four preceding courses to reach that objective. Indeed, you will need to know which assets to consider and how to manage them depending on changes in the economic outlook (Course 1), how to evaluate and deal with your character's emotional biases in order to suggest them a wealth strategy they will be able to follow (Course 2), how to build an optimal portfolio and manage its risk once the strategy has been designed (Course 3) and how to adequately measure the performance of your plan while taking advantage of investment vehicles and future trends in the investment management industry to further your character's goals (Course 4). This Capstone project was designed in collaboration with UBS, our corporate partner, who benefits from years of experience in guiding clients with their wealth planning.
Taught by: University of Geneva- Michel Girardin, Lecturer in Macro-Finance - Project Leader for the "Investment Management" specialization
Geneva Finance Research Institute
| Basic Info | Course 5 of 5 in the Investment Management Specialization |
| Language | English |
| How To Pass | Pass all graded assignments to complete the course. |
| User Ratings |
- Video: Welcoming video & project overview
- Video: Client profile - Quick recap - part 1
- Video: Client profile - Quick recap - part 2
- Video: The basic steps in investment
- Video: Cognitive biases when choosing which assets to look at
- Video: Cognitive biases when processing financial information
- Video: Cognitive biases when rebalancing your portfolio
- Video: Cognitive biases when evaluating performance
- Video: Wrap-up
- Video: How our emotions impact our investment decisions
- Video: Why we trade
- Video: What can we learn from this?
- Discussion Prompt: Cognitive biases and emotions
- Video: The key things you need to know to define your investment profile - UBS guest speaker
- Video: The path from an investor's profile to his/her optimal investment strategy - UBS guest speaker
- Video: How our age and wealth affect our investment profile - Main views
- Video: How our age and wealth affect our investment profile - Robo-advisors
- Discussion Prompt: Investment profile
- Reading: Pick a client!
- Video: Overview of the milestone
- Video: Risk as volatility?
- Video: The risk-return trade-off - UBS guest speaker
- Video: Measuring our risk tolerance
- Discussion Prompt: Risk-return trade-off
- Video: Distribution of returns - Graphical representation
- Video: Distribution of returns - Numbers
- Video: The impact of correlation - The benefits of diversification
- Video: The impact of correlation - Maximizing diversification
- Discussion Prompt: Startegic Asset Allocation
- Video: A first example of an anticipation crisis: 1987 - The "Fed Model"
- Video: A first example of an anticipation crisis: 1987 - The crash
- Video: A second example of an anticipation crisis - 2000
- Video: Key drivers of tactical asset allocation - Goals
- Video: Key drivers of tactical asset allocation - Implementation
- Discussion Prompt: Tactical Asset Allocation
- Video: Overview of the milestone
- Video: Risk management applied to portfolio allocation
- Video: Defining the Value-at-Risk
- Video: Computing the Value-at-Risk
- Video: Defining the Expected Shortfall
- Video: Computing the Expected Shortfall
- Video: Risk as volatility?
- Discussion Prompt: Risk management
- Video: Overview of the milestone
- Video: The Sharpe, Treynor and Sortino ratios - Sharpe
- Video: The Sharpe, Treynor and Sortino ratios - Treynor and Sortino
- Video: Beating the benchmark or the peer group? - Peer group analysis
- Video: Beating the benchmark or the peer group? - Screening criteria
- Discussion Prompt: Performance measurement
- Video: A few concluding words
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| Purchase Course | Audit | |
|---|---|---|
| Access to course materials | Available | Available |
| Access to graded materials | Available | Not available |
| Receive a final grade | Available | Not available |
| Earn a shareable Course Certificate | Available | Not available |
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This was a very useful course I learnt a lot. The lecturers were knowledgeable and it was really good to have real world input too.
My one recommendation would be some pointers/more details on how the formulas work for those who have weaker math/spreadsheet skills. Even if this is in form of notes or links to other places where those formulas are explained in detail. Or even recommend a course that covers this on coursera before doing this course
Practical approach that will allow you to build and manage real portfolios. Really interesting! Thanks to everyone involved in the creation of this specialisation.
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Excellent practical usage and apply of the specialization material!