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Innovations in Investment Technology
Artificial Intelligence
Andrew Wu
and
Robert Dittmar
Andrew Wu
and
Robert Dittmar
Explore the evolution of AI investing and online wealth management.
Investing and managing your wealth online has never been easier, but how does AI investing work and what are the challenges?
Read more
Explore the evolution of AI investing and online wealth management.
Investing and managing your wealth online has never been easier, but how does AI investing work and what are the challenges?
Read more
Explore the evolution of AI investing and online wealth management.
Investing and managing your wealth online has never been easier, but how does AI investing work and what are the challenges?
On this course, you’ll explore how technology has changed the way we invest money. You’ll consider the evolution of AI-driven online wealth management platforms, robo-advisors, and learn how they work and why they’re successful.
Moving from human-based data-driven investing strategies to neural networks, you’ll assess the ability of artificial intelligence to make investment decisions and discover the role of AI and machine learning in making trading decisions.
Register for this course and see more details by visiting:
OpenCourser.com/course/2yhyzl/innovations
What's inside
Syllabus
Introduction
Robo Advising
Stock Selection & Asset Management
Read more
Syllabus
Introduction
Robo Advising
Stock Selection & Asset Management
Read more
Big Data
Good to know
Good to know
Know what's good ,
what to watch for , and
possible dealbreakers
Examines the evolution of AI investing and online wealth management, making the course highly relevant to the finance industry
Taught by Andrew Wu and Robert Dittmar, who are well-respected in the AI investing field
Provides a comprehensive overview of AI-driven investment strategies and platforms
Develops skills in assessing the role of AI and machine learning in trading decisions, making the course relevant to AI practitioners
Utilizes a multi-modal approach with videos, readings, and discussions, enhancing the learning experience
Save this course
Save Innovations in Investment Technology: Artificial Intelligence to your list so you can find it easily later:
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Reviews summary
Investment technology innovations with ai
Learners say this introductory course on investment technology is engaging and informative with the final course in the Fintech Specialization being the most popular of the four. Great instructors cover key concepts and illustrate strategies clearly. While the course is largely positive with well-received lectures and relevant content, the topics are introductory and lack practical exercises for some learners.
Course topics are insightful and well-presented.
"Professor Wu is an amazing professor. His lectures were extremely insightful"
"Excellent content to get a hold on investment technologies. Highly recommended."
"The material was a great deal of fun, taught very well."
Instructors are knowledgeable and engaging.
"Great course. Great professors."
"Excellent course with great basics and with great examples"
"This was my favorite course...The material was a great deal of fun, taught very well."
Course lacks practical exercises.
"Very good introduction. Would be better if it's a bit more in depth and with hands-on exercises."
Course is introductory and lacks in-depth detail.
"Very good introduction. Would be better if it's a bit more in depth and with hands-on exercises."
"Learned a lot of finance. Would love to had seen a deeper study of fintechs in the field, just like with the other courses."
Activities
Be better prepared
before
your course. Deepen your understanding
during
and
after
it. Supplement your coursework and achieve mastery of the topics covered
in Innovations in Investment Technology: Artificial Intelligence with these
activities:
Review basic concepts of AI
Show steps
Review basic concepts of AI to strengthen your foundation and enhance your understanding of the course material.
Browse courses on
Artificial Intelligence
Show steps
-
Read introductory articles or blog posts about AI.
-
Watch online videos or tutorials on the fundamentals of AI.
-
Take a refresher course or workshop on AI concepts.
Review Python programming
Show steps
Review Python fundamentals to ensure a solid foundation for understanding AI investing and online wealth management.
Browse courses on
Python
Show steps
-
Go through online tutorials on Python basics
-
Practice writing simple Python programs
Review investment concepts
Show steps
Refresh your understanding of investment concepts to provide context for AI investing.
Browse courses on
Investing
Show steps
-
Read articles and books on investing
-
Take an online course on investing basics
11 other activities
Expand to see all activities and additional details
Show all 14 activities
Attend a webinar on AI investing
Show steps
Gain insights and connect with professionals in the field of AI investing.
Show steps
-
Find a webinar on AI investing that aligns with interests
-
Register and attend the webinar
Explore online resources for AI investing
Show steps
Explore online resources to gain practical insights into AI investing and online wealth management strategies.
Show steps
-
Identify reputable websites, blogs, or online courses that offer tutorials on AI investing.
-
Follow step-by-step guides on how to use AI-driven platforms for wealth management.
-
Watch video demonstrations of AI investing tools and strategies.
Analyze investment data using Python
Show steps
Practice using Python to analyze investment data, reinforcing skills in data analysis and Python programming.
Browse courses on
Data Analysis
Show steps
-
Find a dataset on investment performance
-
Load the data into Python
-
Perform exploratory data analysis
Discuss AI investing strategies with peers
Show steps
Engage in discussions with peers to exchange ideas and perspectives on AI investing strategies and best practices.
Show steps
-
Join online forums or discussion groups dedicated to AI investing.
-
Participate in webinars or virtual meetups to connect with other investors.
-
Share your own experiences and insights, and learn from the experiences of others.
Attend an AI investing workshop
Show steps
Attend an AI investing workshop to gain hands-on experience and learn from industry experts.
Show steps
-
Identify and register for reputable AI investing workshops.
-
Attend the workshop and actively participate in discussions and activities.
-
Network with other attendees and industry professionals.
Compose a blog post on AI investing insights
Show steps
Create a blog post to share your insights and analysis on AI investing trends and strategies, deepening your understanding of the subject matter.
Show steps
-
Identify a specific topic or aspect of AI investing that you want to cover.
-
Research and gather data to support your insights.
-
Write a well-structured and informative blog post.
Analyze historical AI investing data
Show steps
Practice analyzing historical AI investing data to develop a deeper understanding of market trends and investment patterns.
Show steps
-
Gather historical data on AI investing performance from reputable sources.
-
Use statistical tools or spreadsheets to analyze the data and identify patterns.
-
Draw insights and conclusions based on your analysis.
Create a Robo-advisor using Python
Show steps
Build a simple Robo-advisor using Python to apply knowledge of AI investing and online wealth management.
Show steps
-
Find a tutorial on building a Robo-advisor
-
Follow the tutorial to create the Robo-advisor
-
Test the Robo-advisor with different investment scenarios
Create a simulated AI investing portfolio
Show steps
Create a simulated AI investing portfolio to apply your knowledge and gain practical experience in making AI-driven investment decisions.
Show steps
-
Choose a simulated trading platform that supports AI-driven investing.
-
Set up your portfolio and define your investment goals and risk tolerance.
-
Use AI tools or algorithms to analyze market data and make investment decisions.
Develop a financial plan using AI investing
Show steps
Use AI investing principles to create a comprehensive financial plan, applying knowledge from the course.
Browse courses on
Financial Planning
Show steps
-
Gather personal financial data
-
Identify financial goals
-
Develop investment strategy using AI investing techniques
Develop an AI investing investment plan
Show steps
Create an AI investing investment plan to apply your knowledge and skills to develop a comprehensive strategy for your own financial future.
Show steps
-
Define your investment goals, risk tolerance, and time horizon.
-
Research and select AI-driven investment platforms and strategies.
-
Create a detailed investment plan outlining your asset allocation, diversification strategies, and risk management approach.
Review basic concepts of AI
Show steps
Review basic concepts of AI to strengthen your foundation and enhance your understanding of the course material.
Browse courses on
Artificial Intelligence
Show steps
Show steps
Show steps
- Read introductory articles or blog posts about AI.
- Watch online videos or tutorials on the fundamentals of AI.
- Take a refresher course or workshop on AI concepts.
Review Python programming
Show steps
Review Python fundamentals to ensure a solid foundation for understanding AI investing and online wealth management.
Browse courses on
Python
Show steps
Show steps
Show steps
- Go through online tutorials on Python basics
- Practice writing simple Python programs
Review investment concepts
Show steps
Refresh your understanding of investment concepts to provide context for AI investing.
Browse courses on
Investing
Show steps
Show steps
Show steps
- Read articles and books on investing
- Take an online course on investing basics
11 other activities
Expand to see all activities and additional details
Show all 14 activities
Attend a webinar on AI investing
Show steps
Gain insights and connect with professionals in the field of AI investing.
Show steps
Show steps
Show steps
- Find a webinar on AI investing that aligns with interests
- Register and attend the webinar
Explore online resources for AI investing
Show steps
Explore online resources to gain practical insights into AI investing and online wealth management strategies.
Show steps
Show steps
Show steps
- Identify reputable websites, blogs, or online courses that offer tutorials on AI investing.
- Follow step-by-step guides on how to use AI-driven platforms for wealth management.
- Watch video demonstrations of AI investing tools and strategies.
Analyze investment data using Python
Show steps
Practice using Python to analyze investment data, reinforcing skills in data analysis and Python programming.
Browse courses on
Data Analysis
Show steps
Show steps
Show steps
- Find a dataset on investment performance
- Load the data into Python
- Perform exploratory data analysis
Discuss AI investing strategies with peers
Show steps
Engage in discussions with peers to exchange ideas and perspectives on AI investing strategies and best practices.
Show steps
Show steps
Show steps
- Join online forums or discussion groups dedicated to AI investing.
- Participate in webinars or virtual meetups to connect with other investors.
- Share your own experiences and insights, and learn from the experiences of others.
Attend an AI investing workshop
Show steps
Attend an AI investing workshop to gain hands-on experience and learn from industry experts.
Show steps
Show steps
Show steps
- Identify and register for reputable AI investing workshops.
- Attend the workshop and actively participate in discussions and activities.
- Network with other attendees and industry professionals.
Compose a blog post on AI investing insights
Show steps
Create a blog post to share your insights and analysis on AI investing trends and strategies, deepening your understanding of the subject matter.
Show steps
Show steps
Show steps
- Identify a specific topic or aspect of AI investing that you want to cover.
- Research and gather data to support your insights.
- Write a well-structured and informative blog post.
Analyze historical AI investing data
Show steps
Practice analyzing historical AI investing data to develop a deeper understanding of market trends and investment patterns.
Show steps
Show steps
Show steps
- Gather historical data on AI investing performance from reputable sources.
- Use statistical tools or spreadsheets to analyze the data and identify patterns.
- Draw insights and conclusions based on your analysis.
Create a Robo-advisor using Python
Show steps
Build a simple Robo-advisor using Python to apply knowledge of AI investing and online wealth management.
Show steps
Show steps
Show steps
- Find a tutorial on building a Robo-advisor
- Follow the tutorial to create the Robo-advisor
- Test the Robo-advisor with different investment scenarios
Create a simulated AI investing portfolio
Show steps
Create a simulated AI investing portfolio to apply your knowledge and gain practical experience in making AI-driven investment decisions.
Show steps
Show steps
Show steps
- Choose a simulated trading platform that supports AI-driven investing.
- Set up your portfolio and define your investment goals and risk tolerance.
- Use AI tools or algorithms to analyze market data and make investment decisions.
Develop a financial plan using AI investing
Show steps
Use AI investing principles to create a comprehensive financial plan, applying knowledge from the course.
Browse courses on
Financial Planning
Show steps
Show steps
Show steps
- Gather personal financial data
- Identify financial goals
- Develop investment strategy using AI investing techniques
Develop an AI investing investment plan
Show steps
Create an AI investing investment plan to apply your knowledge and skills to develop a comprehensive strategy for your own financial future.
Show steps
Show steps
Show steps
- Define your investment goals, risk tolerance, and time horizon.
- Research and select AI-driven investment platforms and strategies.
- Create a detailed investment plan outlining your asset allocation, diversification strategies, and risk management approach.
Career center
Learners who complete Innovations in Investment Technology: Artificial Intelligence will develop knowledge and skills
that may be useful to these careers:
Algorithmic Trader
Algorithmic Trader
Algorithmic Traders develop and implement trading algorithms for use in the financial sector. This course will help Algorithmic Traders stay abreast of the latest trends in technology and algorithmic investing and will help them to better understand the underlying fundamental principles of these technologies.
Robo-Advisor
Robo-Advisor
Robo-Advisors design, develop, and implement investment strategies for their clients using computerized algorithms. This course will help Robo-Advisors stay abreast of the latest trends in technology and algorithmic investing and will help them to better understand the underlying fundamental principles of these technologies.
Machine Learning Engineer
Machine Learning Engineer
Machine Learning Engineers build and maintain the machine learning models that power many of today's technologies. This course will help Machine Learning Engineers in the finance sector verstehen the specific applications of machine learning in investing and managing wealth.
Data Scientist
Data Scientist
As Data Scientists grow to be more influential in business, they are increasingly being asked to contribute on business problems and strategy. Data Scientists should take this course to build a strong foundation in how AI and machine learning are reshaping the investment industry.
Product Manager
Product Manager
Product Managers work at technology companies to develop, launch, and market products. As AI increasingly shapes the financial industry, it is important for Product Managers to understand its applications and impacts. This course will help Product Managers in the financial technology sector understand how AI is used for investing and managing wealth.
Software Developer
Software Developer
Software Developers build online platforms and mobile applications, and work directly with customers and business managers to understand their software needs. This course will help Software Developers understand AI investing and the latest wealth management technologies, which are increasingly important areas of growth for the technology industry.
Portfolio Manager
Portfolio Manager
Portfolio Managers manage investment portfolios for individuals and institutions. This course may be useful for Portfolio Managers who wish to grow their knowledge of technology and algorithmic investing.
Investment Analyst
Investment Analyst
Investment Analysts provide research and investment recommendations to asset managers. Those interested in pursuing this role will benefit from taking this course to develop an algorithmic approach to asset management. The course's exploration of neural networks and AI-driven decision making will be particularly valuable.
Hedge Fund Manager
Hedge Fund Manager
Hedge Fund Managers manage investment funds that use advanced investment strategies to generate high returns. This course may be useful for Hedge Fund Managers who wish to grow their knowledge of technology and algorithmic investing.
Venture Capitalist
Venture Capitalist
Venture Capitalists invest in early-stage companies with high growth potential. This course may be useful for Venture Capitalists who wish to grow their knowledge of technology and algorithmic investing.
Risk Manager
Risk Manager
Risk Managers identify and manage financial risks for companies and institutions. This course may be useful for Risk Managers who wish to grow their knowledge of technology and algorithmic investing.
Quantitative Analyst
Quantitative Analyst
Quantitative Analysts create mathematical models and trading strategies for use in the financial sector. This course may be useful for Quantitative Analysts who wish to grow their knowledge of technology and algorithmic investing.
Investment Banker
Investment Banker
Investment Bankers help companies raise capital and provide financial advice on mergers and acquisitions. This course may be useful for Investment Bankers who wish to grow their knowledge of technology and algorithmic investing.
Financial Analyst
Financial Analyst
Financial Analysts provide research and investment recommendations to asset managers. This course may be useful for Financial Analysts who wish to grow their knowledge of technology and algorithmic investing.
Financial Advisor
Financial Advisor
Financial Advisors provide comprehensive financial advice to individual and institutional clients. This course may be useful for Financial Advisors who wish to grow their knowledge of technology and algorithmic investing.
For more career information including salaries, visit:
OpenCourser.com/course/2yhyzl/innovations
Reading list
We've selected six books
that we think will supplement your
learning. Use these to
develop background knowledge, enrich your coursework, and gain a
deeper understanding of the topics covered in
Innovations in Investment Technology: Artificial Intelligence.
Covers the practical aspects of machine learning, providing a detailed explanation of the key models and algorithms applied to financial analysis and prediction.
Is commonly used as a textbook for courses on machine learning in finance.
Provides a broad overview of data mining techniques and applications in business and finance.
Is commonly used as a textbook for introductory courses on machine learning.
Save
Is an authoritative reference on deep learning, providing a comprehensive overview of the field.
Provides a probabilistic perspective on machine learning, providing a comprehensive overview of the field.
For more information about how these books relate to this course, visit:
OpenCourser.com/course/2yhyzl/innovations
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Level
Introductory
Via
Coursera
Institution
University of Michigan
Instructors
Andrew Wu
Robert Dittmar
Language
English
Transcripts
Español
Français
Português
Deutsch
Italiano
中文
العربية
한국어
日本語
हिंदी
Nederlands
Svenska
Pусский
Türkçe
Polski
Ελληνικά
українська мова
magyar nyelv
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اُردُو,
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tiếng Việt
پښتو
آذربایجان دیلی
This course belongs to a
collection
called
Financial Technology (Fintech) Innovations. It's comprised of four courses:
- Raising Capital: Credit Tech, Coin Offerings, and Crowdfunding
- Blockchain and Cryptocurrency Explained
- The Future of Payment Technologies
- Innovations in Investment Technology: Artificial Intelligence (viewing)
Good to know
Examines the evolution of AI investing and online wealth management, making the course highly relevant to the finance industry
Taught by Andrew Wu and Robert Dittmar, who are well-respected in the AI investing field
Provides a comprehensive overview of AI-driven investment strategies and platforms
Develops skills in assessing the role of AI and machine learning in trading decisions, making the course relevant to AI practitioners
Utilizes a multi-modal approach with videos, readings, and discussions, enhancing the learning experience
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