In this four-course Specialization, you’ll learn the essential skills of portfolio management and personal investing.
All investors – from the largest wealth funds to the smallest individual investors – share common issues in investing: how to meet their liabilities, how to decide where to invest, and how much risk to take on. In this Specialization, you will learn how to think about, discuss, and formulate solutions to these investment questions. You will learn the theory and the real-world skills necessary to design, execute, and evaluate investment proposals that meet financial objectives. You will begin with an overview of global financial markets and instruments that characterize the investment opportunities available to today’s investor. You will then learn how to construct optimal portfolios that manage risk effectively, and how to capitalize on understanding behavioral biases and irrational behavior in financial markets. You will learn the best practices in portfolio management and performance evaluation as well as current investment strategies. By the end of your Capstone Project, you will have mastered the analytical tools, quantitative skills, and practical knowledge necessary for long-term investment management success.
To see an overview video for this Specialization, click here!
この専門講座について
13,397
13,397習得するスキル
Performance AttributionBehavioral FinanceFinancial MarketsBehavioral Economics
専門講座のしくみ
コースを受講しましょう。
Coursera（コーセラ）の専門講座は、一連のコース群であり、技術を身に付ける手助けとなります。開始するには、専門講座に直接登録するか、コースを確認して受講したいコースを選択してください。専門講座の一部であるコースにサブスクライブすると、自動的にすべての専門講座にサブスクライブされます。1つのコースを修了するだけでも結構です。いつでも、学習を一時停止したり、サブスクリプションを終了することができます。コースの登録状況や進捗を追跡するには、受講生のダッシュボードにアクセスしてください。
実践型プロジェクト
すべての専門講座には、実践型プロジェクトが含まれています。専門講座を完了して修了証を獲得するには、成功裏にプロジェクトを終了させる必要があります。専門講座に実践型プロジェクトに関する別のコースが含まれている場合、専門講座を開始するには、それら他のコースをそれぞれ終了させる必要があります。
修了証を取得
すべてのコースを終了し、実践型プロジェクトを完了すると、修了証を獲得します。この修了証は、今後採用企業やあなたの職業ネットワークと共有できます。
この専門講座には5コースあります。
コース1
Global Financial Markets and Instruments
4.6
688件の評価
Get a running start in the high-stakes world of financial investment! This first course is designed to help you become an informed investor by providing you with the essential concepts for long-term success in managing money.
You’ll start by learning the role of financial markets and financial assets in a well-functioning economy. From there, you’ll learn about the wide range of financial instruments available in major asset classes, their features and valuations. You’ll explore how financial markets actually operate in the real world, focusing on how and where securities are traded and how various market types differ from one another in practice. You will also learn the basics of algorithmic trading, dark pools, buying on margin and short selling.
By the end of the course, learners will be able to:
• List and distinguish the different financial instruments available to an investor
• Compare global financial markets
• Explain the features of equity, debt, and derivative instruments
• Define traditional and alternative asset classes
• Discuss different trading venues and mechanics of securities trading
• Discuss the current trends affecting today’s financial markets
This course is designed to be accessible for students of all knowledge levels and gives you the actionable foundation needed to manage money in a post-crisis world.
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WEEK 1
Module 1: Introduction & Review of Elementary Finance Tools
This module introduces the Investment and Portfolio Management Specialization, which is made up of four courses. This module discusses how the first course, Global Financial Markets and Assets, is organized. It outlines the different stages of the investment management process, which guides the focus of the Specialization. It also reviews basic finance concepts and tools such as time value of money, computing returns, discounting and compounding.
Topics covered include:
• Familiarize with the organization of the class
• Meet the professor and your peers
• Explain the investment management process
• Review elementary concepts in finance
• Compute present value or future value of a single cash flow
• Compute present value of future value of a stream of cash flows
• Define an annuity or perpetuity
• Apply time value of money tools to solve basic mortgage, loan or retirement problems
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WEEK 2
Module 2: Financial system & financial assets: fixed income securities
In this and the next two modules, we cover the key institutional features of financial markets and instruments. We ask the following questions: Why do financial markets exist? What role do they play? What are financial assets and how are they different than real assets? How does it all come together? Basically, this is where I hope you will get to see the big picture of the entire financial system and how it comes together.
Module 2 focuses on fixed income securities. We'll get started with a review of basics of bond valuation. You will learn about short-term money market instruments, U.S. Treasury securities as well as corporate bonds. After module 2, you will be able to describe fixed income securities, be familiar with their institutional features, and identify their cash flows. Finally, you will learn how to value fixed income securities such as Treasury bills, zero-coupon or coupon-bonds and compute yields.
Topics covered include:
• Explain the roles of financial markets
• Distinguish between real and financial assets
• Define and explain money market instruments, zero-coupon and coupon- bonds and features
• Identify the cash flows associated with fixed-income securities
• Define and explain bond market features
• List the different types of Treasury securities and explain pricing and quoting conventions
• List and define other long-term debt instruments such as corporate bonds, mortgage-backed securities, sovereign debt
• Find the value of a zero-coupon or coupon-bonds
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WEEK 3
Module 3: Financial system & financial assets: equity securities and derivatives
In Module 3, we continue our overview of financial markets and instruments. We next focus on two other major asset classes: equity securities and derivative instruments. You will learn about how equity differs from fixed income securities, the cash flows associated with stock and preferred stock and how to find the value of a share. You will also learn about option strategies. After completing module 3, you will be able to describe all major asset classes, including derivative instruments such as options, forwards and futures. You will be able to explain how these differ from each other and their payoffs.
Topics covered include:
• Distinguish between equities and fixed income securities
• Define and explain the features of equity securities
• Identify the cash flows associated with equity securities
• Explain dividend discount model
• Find the value of a share of common stock or preferred stock
• Define and list different types of derivative securities
• Explain option payoffs
• Distinguish between a forward and futures contract
• Explain forward and futures payoffs
• Identify traditional and alternative asset classes
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WEEK 4
Module 4: Organization of financial markets and securities trading
In this module, we discuss how financial markets actually work. We will talk about different trading venues and the mechanics of securities trading. I will emphasize a lot of terminology and the latest trends in securities trading to familiarize you with the institutional workings of financial markets. After this module, you will be able to compare different trading venues, trading mechanisms, and be able to explain different types of orders, including transactions like margin buying and short- selling; you will be familiar with the language and terminology you need in order to become an informed practitioner of investments.
Topics covered include
• Explain the roles of corporations, households, government, and financial intermediaries in the financial system
• Explain price discovery process
• Define different type of orders
• Distinguish between dealer vs. auction markets; different trading platforms
• Explain margin buying and short-selling transactions
• Understand the current trading environment such as algorithmic or high frequency trading, dark pools etc.
コース2
Portfolio Selection and Risk Management
4.6
250件の評価
When an investor is faced with a portfolio choice problem, the number of possible assets and the various combinations and proportions in which each can be held can seem overwhelming. In this course, you’ll learn the basic principles underlying optimal portfolio construction, diversification, and risk management. You’ll start by acquiring the tools to characterize an investor’s risk and return trade-off. You will next analyze how a portfolio choice problem can be structured and learn how to solve for and implement the optimal portfolio solution. Finally, you will learn about the main pricing models for equilibrium asset prices.
Learners will:
• Develop risk and return measures for portfolio of assets
• Understand the main insights from modern portfolio theory based on diversification
• Describe and identify efficient portfolios that manage risk effectively
• Solve for portfolio with the best risk-return trade-offs
• Understand how risk preference drive optimal asset allocation decisions
• Describe and use equilibrium asset pricing models.
コース3
Biases and Portfolio Selection
4.5
139件の評価
Investors tend to be their own worst enemies. In this third course, you will learn how to capitalize on understanding behavioral biases and irrational behavior in financial markets. You will start by learning about the various behavioral biases – mistakes that investors make and understand their reasons. You will learn how to recognize your own mistakes as well as others’ and understand how these mistakes can affect investment decisions and financial markets. You will also explore how different preferences and investment horizons impact the optimal asset allocation choice.
After this course, you will be more effective in overcoming biases to do the wrong things at the wrong times and tailoring an investment strategy that is best suited on your or your client’s profile and investment needs.
コース4
Investment Strategies and Portfolio Analysis
4.0
122件の評価
In this course, you will learn about latest investment strategies and performance evaluation. You will start by learning portfolio performance measures and discuss best practices in portfolio performance evaluation. You will explore different evaluation techniques such as style analysis and attribution analysis and apply them to evaluate different investment strategies. Special emphasis will be given to recent financial market innovations and current investment trends.
After this course, learners will be able to:
• Describe performance measurement measures
• Evaluate portfolio performance
• Describe and contrast different investment strategies
• Propose investment strategy solutions
講師
Arzu Ozoguz
Finance FacultyJones Graduate School of Business
Jill Foote
Finance FacultyJones Graduate School of Business
ライス大学（Rice University）について
Rice University is consistently ranked among the top 20 universities in the U.S. and the top 100 in the world. Rice has highly respected schools of Architecture, Business, Continuing Studies, Engineering, Humanities, Music, Natural Sciences and Social Sciences and is home to the Baker Institute for Public Policy.
よくある質問
返金ポリシーについて教えてください。
1つのコースだけに登録することは可能ですか？
はい。まず始めに興味のあるコースカードをクリックして登録します。コースに登録して修了することによって、共有できる修了証を取得するか、無料でコースを聴講してコースの教材を確認することができます。専門講座の一部であるコースにサブスクライブすると、専門講座全体に自動的にサブスクライブされます。進捗を追跡するには、受講生のダッシュボードにアクセスしてください。
学資援助はありますか？
無料でコースを受講できますか？
このコースは100%オンラインで提供されますか？実際に出席する必要のあるクラスはありますか？
このコースは完全にオンラインで提供されているため、実際に教室に出席する必要はありません。Webまたはモバイル機器からいつでもどこからでも講義、学習用教材、課題にアクセスできます。
専門講座を修了することで大学の単位は付与されますか？
この専門講座では大学の単位は付与されませんが、一部の大学では専門講座修了証を単位として承認する場合があります。詳細については、大学にお問い合わせください。
専門講座を修了するのにどのくらいの期間かかりますか？
The Specialization is 15 weeks long, plus the additional Capstone Project time.
What background knowledge is necessary?
The specialization will be at an introductory level. While each course in this Specialization can be viewed as self-contained, starting with fundamentals, some background in business and finance and familiarity with basic statistical concepts is recommended.
Do I need to take the courses in a specific order?
It is recommended that the courses are taken in the order Course 1 "Global Financial Markets and Instruments", Course 2 "Asset Allocation and Risk Management", Course 3 "Giving Markets a Human Dimension: Behavioral Finance", and then Course 4 "Money Management Industry: Investment Strategies and Performance Evaluation".
What will I be able to do upon completing the Specialization?
Each course in the Specialization has learning objectives that together make up the overarching goal for this Specialization. After successful completion of all four specialization courses and the capstone project, learners will be able to demonstrate the quantitative skills and the practical knowledge to apply the analytical tools required in pursuing ‘state-of-the-art’ investment management practices.
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