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推奨:4 weeks of study, 6-8 hours/week...

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StockFinanceInvestment StrategyInvestment

次における5の3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29時間で修了

推奨:4 weeks of study, 6-8 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

Course Overview

In this module, you will become familiar with the course, your instructor, your classmates, and our learning environment. The orientation also helps you obtain the technical skills required for the course.

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1件のビデオ (合計27分), 7 readings, 1 quiz
1件のビデオ
7件の学習用教材
About this Course: Ratings and Reviews10 分
Syllabus10 分
Scott's Advice on How to View and Take This Course10 分
Excel Instructions for Installing Solver and Data Analysis10 分
Options for Completing Assignments without Excel10 分
About the Discussion Forums10 分
Getting to Know Your Classmates10 分
1の練習問題
Orientation Quiz10 分
10時間で修了

Module 1: Investments Toolkit and Portfolio Formation

In Module 1, we will build the fundamentals of portfolio formation. After providing a brief refresher of basic investment concepts (our toolkit), a summary of historical patterns of stock returns and government securities in the U.S. is provided. We then consider general examples of portfolio choice to highlight the tradeoffs between “risk” and return. We end the module with a discussion of dominated assets and efficient portfolio formation, emphasizing real-world examples and practice in Excel solving for the optimal portfolio given certain constraints (such as the amount of volatility we will accept in our portfolio).

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27件のビデオ (合計312分), 3 readings, 3 quizzes
27件のビデオ
Objectives and Assumptions of Classical Finance2 分
Why Discount?11 分
Different Return Measures8 分
Firm Characteristics Relevant for Investments10 分
Zero-Cost Portfolio8 分
Statistical Techniques & Excel6 分
What We've Learned3 分
Historical Returns in the U.S.23 分
Return and Risk: Intro to Portfolios27 分
Objectives and Source of Data for Examples2 分
Asset Allocation with One Risky and One Risk-Free Asset11 分
Asset Allocation with Two Risky Assets27 分
Real-World Example of a Dominated Asset14 分
What We've Learned2 分
ASSIGNMENT 1: Portfolio Choice When Change Correlations10 分
DISCUSSION OF ASSIGNMENT 1: Portfolio Choice When Change Correlations14 分
Objectives5 分
Example 1: Calculating Efficient Portfolios of Risky Assets13 分
Example 2: Calculating Efficient Portfolios of Risky Assets28 分
What We've Learned1 分
Module 1 Review6 分
ASSIGNMENT 1 (Lesson 1-6): Portfolio Choice When Change Correlations10 分
DISCUSSION OF ASSIGNMENT 1 (Lesson 1-6): Portfolio Choice When Change Correlations14 分
ASSIGNMENT 2 (Lesson 1-8): Calculating More Efficient Portfolios15 分
DISCUSSION OF ASSIGNMENT 2 (Lesson 1-8): Calculating More Efficient Portfolios17 分
Like this course? Learn more with the iMBA! (optional)1 分
3件の学習用教材
Module 1 Overview10 分
Module 1 Readings10 分
Module 1 Spreadsheets10 分
1の練習問題
Module 1 Quiz24 分
2
7時間で修了

Module 2: Motivating, Explaining, & Implementing the Capital Asset Pricing Model (CAPM)

In Module 2, we will develop the financial intuition that led to the Capital Asset Pricing Model (CAPM), starting with the Separation Theorem of Investments. We will understand that in a CAPM setting, only the market-wide risk of an asset is priced – securities with greater sensitivity to the market are required by investors to yield higher returns on average. We will also learn how to interpret regressions that provide us with both a benchmark to use for a security given its risk (determined by its beta), as well as a risk-adjusted measure of the security’s performance (measured by its alpha).

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21件のビデオ (合計227分), 3 readings, 2 quizzes
21件のビデオ
Objectives2 分
Final General Portfolio Example and Tangency Portfolio15 分
Two-Fund Separation Theorem and Applications10 分
What We've Learned1 分
Examples of Reducing Portfolio Risk20 分
Objectives48
Development of the CAPM18 分
The CAPM and BETA21 分
The CAPM and ALPHA5 分
What We've Learned1 分
Objectives50
Practice Problem & Introduction to Interpreting CAPM Regressions10 分
CAPM Example 1: Coca Cola16 分
CAPM Example 2: Balanced Fund6 分
How to Estimate CAPM and What We've Learned4 分
PREPARING for Evaluation of the Small-Value Stock Investment Strategy, 1927-201434 分
RESULTS from Evaluation of the Small-Value Stock Investment Strategy, 1927-201418 分
Module 2 Review6 分
ASSIGNMENT 3 (Lesson 2-7): Analyzing & Identifying Three Mystery Securities6 分
DISCUSSION OF ASSIGNMENT 3 (Lesson 2-7): Analyzing & Identifying Three Mystery Securities14 分
3件の学習用教材
Module 2 Overview10 分
Module 2 Readings10 分
Module 2 Spreadsheets10 分
1の練習問題
Module 2 Quiz24 分
3
7時間で修了

Module 3: Testing the CAPM, Multifactor Models, & Market Efficiency

In Module 3, we will discuss different asset-pricing models, the pros and cons of each, and market efficiency. In particular, we will test the effectiveness of the Capital Asset Pricing Model (CAPM) and examine survey data concerning its use by chief financial officers (CFOs) of firms. Predictable patterns in stock returns, such as the size and value effects, will also be examined and the Fama-French 3-Factor Model will be introduced. Market efficiency will be discussed in this module, as well as its implications for the asset-management industry and observed patterns in stock returns.

...
18件のビデオ (合計245分), 3 readings, 2 quizzes
18件のビデオ
Objectives and Uses of CAPM4 分
Testing the CAPM11 分
Defending the CAPM14 分
Market Anomalies: Small-Firm and Value Effects15 分
Interpretation of Market Anomalies9 分
Investigating "Long Value Short Growth" Strategy20 分
What We've Learned2 分
Objectives1 分
Multi-Factor Models16 分
Matching9 分
What We've Learned4 分
Use Domestic or Global Factors?20 分
Return-Risk Model Used by Chief Financial Officers (CFOs)13 分
Market Efficiency35 分
Module 3 Review11 分
ASSIGNMENT 4 (Lesson 3-7): Analysis and Recommendation of 50 Balanced Funds, 1995-201411 分
DISCUSSION OF ASSIGNMENT 4 (Lesson 3-7): Analysis and Recommendation of 50 Balanced Funds, 1995-201436 分
3件の学習用教材
Module 3 Overview10 分
Module 3 Readings10 分
Module 3 Spreadsheets10 分
1の練習問題
Module 3 Quiz24 分
4
6時間で修了

Module 4: Investment Finance and Corporate Finance: Firm Valuation

In Module 4, we will learn about the two key approaches to valuing a company or stock: market multiples and discounted cash flow. We will learn how to value perpetuities and will discuss how caution should be exercised in terms of projecting both the growth in long-term cash flows and the riskiness of those cash flows – two key components of the perpetuity formula. Finally, to gain experience with the market multiples approach, we will estimate a value of Google at the time of its initial public offering (IPO) back in 2004 using market data on Yahoo! as a comparable firm.

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27件のビデオ (合計310分), 2 readings, 1 quiz
27件のビデオ
Objectives1 分
Formula for Valuing a Perpetuity12 分
Real-World Examples and Perpetuity Problems21 分
What We've Learned2 分
Objectives3 分
Market Multiples Approach to Valuation9 分
Income Approach to Valuation: Introduction17 分
Income Approach to Valuation: Discount Rate17 分
Income Approach to Valuation: Cash Flows8 分
Income Approach to Valuation: Terminal Value, Price-to-Earnings Ratio, & Discounting of Cash Flows19 分
Fudge Factors to Valuation and What We've Learned6 分
Objectives2 分
Microsoft Example17 分
Betas of Small & Large Firms and Betas Across Industries17 分
What We've Learned4 分
Caution in Projecting Firm Growth Rates31 分
Objectives1 分
Defined-Benefit (DB) Pension Plan Liabilities and Their Valuation16 分
Valuing a Stream of Fixed Liabilities19 分
Investment Policy of Pension Benefit Guaranty Corporation (PBGC)6 分
What We've Learned3 分
Objectives1 分
Valuation of Google at Its Initial Public Offering (IPO): First Attempt14 分
Valuation of Google at Its Initial Public Offering (IPO): Digging Deeper21 分
What We've Learned2 分
Module 4 Review7 分
2件の学習用教材
Module 4 Overview10 分
Module 4 Readings10 分
1の練習問題
Module 4 Quiz24 分
15分で修了

Course Conclusion

In this module, we say goodbye to the Investments course as key takeaways from the course are reviewed. A tease is also provided to topics that will be covered in Professor Weisbenner's second course on Investments.

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1件のビデオ (合計15分)
1件のビデオ
4.8
97件のレビューChevron Right

67%

コースが具体的なキャリアアップにつながった

Investments I: Fundamentals of Performance Evaluation からの人気レビュー

by DHNov 12th 2016

This was a fantastic course, with a realistically attainable amount of material, and a humble, knowledgable professor whose teaching style makes a normally difficult topic very easy to understand.

by KLDec 7th 2017

Professor Weisbenner is fabulous! He is able to make anyone understand complex investment topics through his delivery and curriculum design. You are missing out not taking Investments from him!

講師

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Scott Weisbenner

William G. Karnes Professor of Finance
Department of Finance, College of Business

修士号の取得を目指しましょう

この コース は イリノイ大学アーバナ・シャンペーン校(University of Illinois at Urbana-Champaign) の100%オンラインの Master of Business Administration (iMBA) の一部です。 プログラムのすべてで認定されれば、それらのコースが学位学習に加算されます。

イリノイ大学アーバナ・シャンペーン校(University of Illinois at Urbana-Champaign)について

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. ...

財務管理の専門講座について

This Specialization covers the fundamentals of strategic financial management, including financial accounting, investments, and corporate finance. You will learn to evaluate major strategic corporate and investment decisions and to understand capital markets and institutions from a financial perspective, and you will develop an integrated framework for value-based financial management and individual financial decision-making. The Financial Management Specialization is part of the University of Illinois iMBA Program. Each course in this Specialization also fulfills a portion of the requirements for a University of Illinois course that can earn you college credit. When you complete the Financial Management Specialization, you will: · Have a solid foundation in developing an integrated framework for strategic financial decision-making. · Have a thorough understanding of financial statements and the financial information they provide, and be able to critically evaluate and analyze cash flows statements. · Understand the management and evaluation of portfolios and firm valuation techniques. · Understand how to incorporate risk and uncertainty into investment decisions and understand how companies make financing and investment decisions....
財務管理

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