Об этом курсе: 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.
Преподаватели: University of Geneva- Michel Girardin, Lecturer in Macro-Finance - Project Leader for the "Investment Management" specialization
Geneva Finance Research Institute
| Основные сведения | Course 5 of 5 in the Investment Management Specialization |
| Язык | English |
| Как пройти курс | Чтобы пройти курс, выполните все оцениваемые задания. |
| Оценки пользователей |
- Видео: Welcoming video & project overview
- Видео: Client profile - Quick recap - part 1
- Видео: Client profile - Quick recap - part 2
- Видео: The basic steps in investment
- Видео: Cognitive biases when choosing which assets to look at
- Видео: Cognitive biases when processing financial information
- Видео: Cognitive biases when rebalancing your portfolio
- Видео: Cognitive biases when evaluating performance
- Видео: Wrap-up
- Видео: How our emotions impact our investment decisions
- Видео: Why we trade
- Видео: What can we learn from this?
- Prompt de discussão: Cognitive biases and emotions
- Видео: The key things you need to know to define your investment profile - UBS guest speaker
- Видео: The path from an investor's profile to his/her optimal investment strategy - UBS guest speaker
- Видео: How our age and wealth affect our investment profile - Main views
- Видео: How our age and wealth affect our investment profile - Robo-advisors
- Prompt de discussão: Investment profile
- Leitura: Pick a client!
- Видео: Overview of the milestone
- Видео: Risk as volatility?
- Видео: The risk-return trade-off - UBS guest speaker
- Видео: Measuring our risk tolerance
- Prompt de discussão: Risk-return trade-off
- Видео: Distribution of returns - Graphical representation
- Видео: Distribution of returns - Numbers
- Видео: The impact of correlation - The benefits of diversification
- Видео: The impact of correlation - Maximizing diversification
- Prompt de discussão: Startegic Asset Allocation
- Видео: A first example of an anticipation crisis: 1987 - The "Fed Model"
- Видео: A first example of an anticipation crisis: 1987 - The crash
- Видео: A second example of an anticipation crisis - 2000
- Видео: Key drivers of tactical asset allocation - Goals
- Видео: Key drivers of tactical asset allocation - Implementation
- Prompt de discussão: Tactical Asset Allocation
- Видео: Overview of the milestone
- Видео: Risk management applied to portfolio allocation
- Видео: Defining the Value-at-Risk
- Видео: Computing the Value-at-Risk
- Видео: Defining the Expected Shortfall
- Видео: Computing the Expected Shortfall
- Видео: Risk as volatility?
- Prompt de discussão: Risk management
- Видео: Overview of the milestone
- Видео: The Sharpe, Treynor and Sortino ratios - Sharpe
- Видео: The Sharpe, Treynor and Sortino ratios - Treynor and Sortino
- Видео: Beating the benchmark or the peer group? - Peer group analysis
- Видео: Beating the benchmark or the peer group? - Screening criteria
- Prompt de discussão: Performance measurement
- Видео: A few concluding words
Cada curso é como um livro didático interativo, com vídeos pré-gravados, testes e projetos.
Conecte-se com milhares de outros aprendizes, debata ideias, discuta sobre os materiais do curso e obtenha ajuda para dominar conceitos.
Obtenha reconhecimento oficial pelo seu trabalho e compartilhe seu sucesso com amigos, colegas e empregadores.
| Приобрести курс | |
|---|---|
| Получить доступ к материалам курса | Доступен |
| Получить доступ к оцениваемым материалам курса | Доступен |
| Получить итоговую оценку | Доступен |
| Earn a shareable Course Certificate | Доступен |
Passing this course is such a great pleasure! and a bit pain to miss the great teachers at University of Geneva and the mentors of UBS! Always be grateful to them for their great effort! Salute to Prof. Michel Girardin for guiding us through such an abstract subject like finance/investment with such ease and smile.
While the Capstone project was good, challenging and covered the topics taught in a sequential manner, I believe it could have been better.
Informative and done with passion
Very good