In this course, you will dive into the concepts of rationality and irrationality and understand how they impact our investment decisions and what the consequences can be at the market level.
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このコースについて
34,950 最近の表示
受講生の就業成果
14%
コース終了後に新しいキャリアをスタートした
21%
コースが具体的なキャリアアップにつながった
習得するスキル
Portfolio ConstructionInvestment StyleCognitive BiasInvestment
受講生の就業成果
14%
コース終了後に新しいキャリアをスタートした
21%
コースが具体的なキャリアアップにつながった
共有できる証明書
修了時に証明書を取得
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。
次における5の2コース
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16時間で修了
推奨：7 hours/week
英語
字幕：英語
シラバス - 本コースの学習内容
1時間で修了
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.
1時間で修了
7件のビデオ （合計36分）, 2 readings, 3 quizzes
7件のビデオ
An example: buying is easy, but when is it a good time to sell? - Buying7 分
An example: buying is easy, but when is it a good time to sell? - Holding3 分
An example: buying is easy, but when is it a good time to sell? - Selling10 分
The key things you need to know to define your investment profile - UBS guest speaker4 分
What you will learn in this Module1 分
Rational decision making7 分
2件の学習用教材
Course syllabus5 分
Glossary10 分
3の練習問題
Practice quiz on the relevant content of Course 1 (Understanding Financial Markets)10 分
Guess 2/3 of the average2 分
Graded quiz on the content of Week 110 分
2時間で修了
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.
2時間で修了
15件のビデオ （合計83分）
15件のビデオ
The basic steps in investment2 分
Biases when choosing which assets to look at3 分
Biases when processing financial information4 分
Biases when rebalancing you portfolio4 分
Biases when evaluating performance2 分
Wrap up3 分
How our emotions impact our investment decisions4 分
Why we trade6 分
What can we learn from this?9 分
The role of media in financial markets10 分
Honesty and trust in investment decision making - Study design10 分
Honesty and trust in investment decision making - Study results5 分
Impact Investing - UBS guest speaker4 分
Are emotions always a bad thing in investing?4 分
1の練習問題
Graded quiz on the content of Week 210 分
3時間で修了
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.
3時間で修了
18件のビデオ （合計138分）
18件のビデオ
Defining market efficiency6 分
Testing for the efficient market hypothesis: Weak form7 分
Testing for the efficient market hypothesis: Semi strong form6 分
Testing for the efficient market hypothesis: Strong form4 分
Overview of different origins of financial crises3 分
A first example for the development and fallout of a real crisis: the VW scandal4 分
A second example for the development and fallout of a real crisis: oil shocks - 1970s8 分
A second example for the development and fallout of a real crisis: oil shocks - 2000s6 分
A first example of an anticipation crisis: 1987 - The "Fed Model"9 分
A first example of an anticipation crisis: 1987 - The crash8 分
A second example of an anticipation crisis: 200010 分
The perfect storm: the global financial crisis - Global imbalances9 分
The perfect storm: the global financial crisis - Policy errors9 分
The perfect storm: the global financial crisis - Lax regulation7 分
How do central banks deal with the issue of financial (in)stability? - Course 1 recap10 分
How do central banks deal with the issue of financial (in)stability? - Asset prices8 分
An interview with Prof. Jean-Pierre Danthine16 分
2の練習問題
Graded quiz on market efficiency10 分
Graded quiz on the origins of financial bubbles and crises10 分
2時間で修了
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.
2時間で修了
11件のビデオ （合計87分）
11件のビデオ
Building a portfolio the top-down way – Definition8 分
Building a portfolio the top-down way – Use7 分
Building a portfolio the top-down way – Importance6 分
Portfolio construction via bottom-up - UBS guest speaker7 分
Value versus growth12 分
Fundamental or quantitative driven style? - UBS guest speaker3 分
Contrarian versus momentum - Momentum10 分
Contrarian versus momentum - Contrarian8 分
Core & satellite11 分
Thematic investing - UBS guest speaker3 分
2の練習問題
Graded quiz on portfolio construction10 分
Graded quiz on investment styles10 分
レビュー
4.8
MEETING INVESTORS' GOALS からの人気レビュー
MBによりNov 22, 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 .
DAによりDec 4, 2016
One of the best courses I've found about investment strategies and styles. It was also very interesting the impact of emotions and cognitive biases in our investment decisions. Highly recommended.
MUによりOct 22, 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.
SXによりMar 4, 2019
Excellent coverage of topics. Personal favorite was the behavioral aspects in investing- the biases. Great practical industry insights from the UBS team as well. Highly recommended course.
DGによりJun 4, 2016
I really enjoy the course. I'm working in the financial industry from 16 years but there is always something to learn and this course is very complete and explain more what we were living
FKによりMay 6, 2019
It was very productive course. I've gained a lot of efficient, useful knowledge. Now I have a quite blurry picture of what investment is. Special thanks to Prof. Michel Girardin
ADによりJul 15, 2017
this is a very good course. I couldn't have learnt much anywhere else. The practical examples and assignment help you get a grip on how to apply your skills to the real world.
RDによりNov 2, 2017
extremely good, the information is accurate and correct, I could learn a lot and get a much more global vision of the construction of portfolios and the styles of investors
LWによりMar 7, 2019
My only complaint was the assignment requiring evaluation by other students as this made the asynchronous nature of the course more synchronous and dependent on others.
ABによりSep 16, 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
BRによりDec 9, 2016
Great course! This has definitely helped me understand how to Meet an Investor's Goal, along with how companies decide on investments relative to a client's needs.
ASによりDec 30, 2016
Great adventure to deeper understanding and building new investor`s goals and opportunities. One of the best classes I ever seen. Thank you very much!
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
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