We may earn an affiliate commission when you visit our partners.
Course image
University of Geneva- Olivier Scaillet, University of Geneva- Jonas Demaurex, University of Geneva- Philip Valta, University of Geneva- Tony Berrada, University of Geneva- Michel Girardin, University of Geneva- Kerstin Preuschoff, University of Geneva- Rajna Gibson Brandon, University of Geneva- Philipp Krueger, University of Geneva- Ines Chaieb, Thomas Wacker, Simon Smiles, Brian Nick, Chris Wright, Mike Ryan, Dirk Effenberger, Themis Themistocleous, University of Geneva- Martin Hoesli, and Mark Haefele

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.

Read more

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

Enroll now

Share

Help others find Specialization from Coursera by sharing it with your friends and followers:

What's inside

Five courses

Understanding Financial Markets

In this course, you will learn about the main financial markets and their characteristics, as well as how they are linked to the economy. Our team of experts will teach you how the price of stocks and bonds are computed and why they move, and you will become increasingly aware of the notion of risk and why it matters when measuring an investment's performance.

Meeting Investors' Goals

In this course, you will explore rationality and irrationality in investment decisions and their market-level consequences.

Portfolio and Risk Management

(0 hours)
In this course, you will learn about portfolio construction, risk measurement, and management. You will study how correlation between assets leads to diversified portfolios and how to build an adequate portfolio by combining strategic and tactical asset allocations. You will also learn about the different facets of risk and the tools and techniques to measure, manage, and hedge it.

Securing Investment Returns in the Long Run

(0 hours)
In this course, you will learn about the dichotomy between active and passive investing, how to measure and analyze investment performance, and future trends in the investment management industry.

Planning your Client's Wealth over a 5-year Horizon

In this Capstone project, you will design a wealth plan for a client over the next 5 years. You will consider the client's financial constraints and objectives, and use your knowledge of asset management, behavioral finance, portfolio optimization, and performance measurement to create a plan that meets their needs.

Save this collection

Save Investment Management to your list so you can find it easily later:
Save
Our mission

OpenCourser helps millions of learners each year. People visit us to learn workspace skills, ace their exams, and nurture their curiosity.

Our extensive catalog contains over 50,000 courses and twice as many books. Browse by search, by topic, or even by career interests. We'll match you to the right resources quickly.

Find this site helpful? Tell a friend about us.

Affiliate disclosure

We're supported by our community of learners. When you purchase or subscribe to courses and programs or purchase books, we may earn a commission from our partners.

Your purchases help us maintain our catalog and keep our servers humming without ads.

Thank you for supporting OpenCourser.

© 2016 - 2024 OpenCourser