このコースについて
11,910 最近の表示

次における5の4コース

100%オンライン

自分のスケジュールですぐに学習を始めてください。

柔軟性のある期限

スケジュールに従って期限をリセットします。

約11時間で修了

推奨:4 weeks of study, 1-3 hours/week...

英語

字幕:英語

習得するスキル

Investment ManagementSustainabilityFinanceSocially Responsible Investing

次における5の4コース

100%オンライン

自分のスケジュールですぐに学習を始めてください。

柔軟性のある期限

スケジュールに従って期限をリセットします。

約11時間で修了

推奨:4 weeks of study, 1-3 hours/week...

英語

字幕:英語

シラバス - 本コースの学習内容

1
2時間で修了

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.

...
9件のビデオ (合計63分), 1 reading, 1 quiz
9件のビデオ
Some common mistakes you will no longer make after this course - Performance6 分
Some common mistakes you will no longer make after this course - Selling8 分
What is useful to know before this course?2 分
Some products you will master when you next meet your bank advisor - Mutual funds9 分
Some products you will master when you next meet your bank advisor - Closed-end funds7 分
Introduction to active versus passive management - Definitions5 分
Introduction to active versus passive management - Passive8 分
Introduction to active versus passive management - Active5 分
1件の学習用教材
Glossary10 分
1の練習問題
Graded quiz on the content of Week 110 分
2
2時間で修了

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.

...
10件のビデオ (合計80分), 1 quiz
10件のビデオ
Choosing the right benchmark - UBS guest speaker8 分
Shifting from relative to absolute return mandates8 分
The Sharpe, Treynor and Sortino ratios - Sharpe8 分
The Sharpe, Treynor and Sortino ratios - Treynor and Sortino8 分
Tracking Error - UBS guest speaker4 分
Using asset pricing models to estimate fund performance9 分
Defining performance analysis - UBS guest speaker6 分
Performance attribution - Introduction5 分
Performance attribution - Example7 分
1の練習問題
Graded quiz on the content of Week 210 分
3
2時間で修了

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.

...
12件のビデオ (合計103分), 1 quiz
12件のビデオ
Dimensions in ETF selection - UBS guest speaker6 分
Beating the benchmark or the peer group? - Peer group analysis12 分
Beating the benchmark or the peer group? - Screening criteria8 分
The information ratio says it all9 分
What are the pros and cons of a structured product?10 分
Searching for hedge fund alpha: lessons from academia - Asset pricing model5 分
Searching for hedge fund alpha: lessons from academia - Evidence9 分
Do active funds really outperform passive funds? - Preliminaries7 分
Do active funds really outperform passive funds? - Evidence8 分
Active versus passive management - UNIGE & UBS Discussion - Part 19 分
Active versus passive management - UNIGE & UBS Discussion - Part 211 分
1の練習問題
Graded quiz on the content of Week 320 分
4
2時間で修了

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.

...
12件のビデオ (合計82分), 1 quiz
12件のビデオ
Corporate sustainability and sustainable investing9 分
Sustainable investing: exclusion, impact investing & integration - UBS guest speaker3 分
Does sustainable investing perform in line with traditional investing? - Theoretical arguments6 分
Does sustainable investing perform in line with traditional investing? - Evidence8 分
Climate change and capital markets - Introduction6 分
Climate change and capital markets - Methodology7 分
What is Neurofinance?6 分
Understanding brain activity for better investment decisions6 分
Can business analytics (Big Data) improve the value-added of TAA?11 分
Using a Robo-advisor to better shape the SAA6 分
Specialization Outro3 分
1の練習問題
Graded quiz on the content of Week 420 分
4.7
61件のレビューChevron Right

46%

コース終了後に新しいキャリアをスタートした

44%

コースが具体的なキャリアアップにつながった

20%

昇給や昇進につながった

Securing Investment Returns in the Long Run からの人気レビュー

by 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.

by 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

講師

Avatar

University of Geneva- Tony Berrada

SFI Associate Professor of Finance
Geneva Finance Research Institute
Avatar

University of Geneva- Ines Chaieb

SFI Associate Professor of Finance
Geneva Finance Research Institute
Avatar

University of Geneva- Jonas Demaurex

Teaching Assistant
Geneva Finance Research Institute
Avatar

University of Geneva- Rajna Gibson Brandon

SFI Senior Chaired Professor of Finance and Managing Director of the GFRI
Geneva Finance Research Institute
Avatar

University of Geneva- Michel Girardin

Lecturer in Macro-Finance - Project Leader for the "Investment Management" specialization
Geneva Finance Research Institute
Avatar

University of Geneva- Philipp Krueger

SFI Assistant Professor of Finance
Geneva Finance Research Institute
Avatar

University of Geneva- Kerstin Preuschoff

Associate Professor of Neurofinance and Neuroeconomics
Geneva Finance Research Institute
Avatar

University of Geneva- Olivier Scaillet

SFI Senior Chaired Professor of Finance and Vice-dean (research) at GSEM
Geneva Finance Research Institute
Avatar

University of Geneva- Philip Valta

SFI Assistant Professor of Finance
Geneva Finance Research Institute

ジュネーヴ大学(University of Geneva)について

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....

投資管理の専門講座について

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. Director of this Specialization and main teaching contributor: Dr. Michel Girardin, Lecturer in Macro-Finance, University of Geneva...
投資管理

よくある質問

  • 修了証に登録すると、すべてのビデオ、テスト、およびプログラミング課題(該当する場合)にアクセスできます。ピアレビュー課題は、セッションが開始してからのみ、提出およびレビューできます。購入せずにコースを検討することを選択する場合、特定の課題にアクセスすることはできません。

  • コースに登録する際、専門講座のすべてのコースにアクセスできます。コースの完了時には修了証を取得できます。電子修了証が成果のページに追加され、そこから修了証を印刷したり、LinkedInのプロフィールに追加したりできます。コースの内容の閲覧のみを希望する場合は、無料でコースを聴講できます。

さらに質問がある場合は、受講者向けヘルプセンターにアクセスしてください。