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Vikram Kuriyan
Discover the basic concepts of needs analysis, investment policy, asset allocation, product selection, portfolio monitoring and re-balancing. We will look at the types of institutional investors - pension funds and insurance companies. You will learn the client management life cycle and dive into portfolio management as a process. You will learn the basic concepts, principles, and the major styles of investing in alternative assets. Finally, we study the impact of digitization on investment strategies.
Register for this course and see more details by visiting:
OpenCourser.com/course/b4khd7/investment
Good to know
Good to know
Know what's good ,
what to watch for , and
possible dealbreakers
Examines needs analysis, investment policy, asset allocation, product selection, portfolio monitoring, and re-balancing, which is standard in the finance industry
Explores investment strategies in alternative assets, which is highly relevant to the finance industry
Suitable for individuals interested in portfolio management and investment strategies
Taught by Vikram Kuriyan, who is recognized for their work in investment management
Introduces concepts and principles of investment management
Covers the client management life cycle, providing practical knowledge for financial professionals
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Reviews summary
Some weaknesses
Based on the limited number of reviews for "Investment Strategy", there is a sentiment score of 20 out of 100 across all reviews. There was only one review written. This was a 2-star review. The review indicated that the lecture quality was not as good as other sessions of the course, the grading system was not up to the mark, and other modules on Course ERA were far better than this one.
Other modules on Course ERA were far better than this one.
""All other ISB modules are far better on Course ERA, except this one.""
The grading system is not up to the mark.
""Plus the grading system is not upto the mark.""
The lecture quality was not as good as other sessions of the course.
""Lecture quality is not as good as other sessions of the course.""
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 Investment Strategy with these
activities:
Excel Skills for Portfolio Management
Show steps
Refining Excel skills enhances proficiency in data analysis, modeling, and financial calculations, essential for effective portfolio management.
Browse courses on
Data Analysis
Show steps
-
Review basic and advanced Excel functions
-
Practice creating financial models and charts
Understand Portfolio Theory
Show steps
This book introduces fundamental concepts such as risk and return, diversification, and asset allocation, building a solid foundation for understanding portfolio management.
View
Principles of Corporate Finance
on Amazon
Show steps
-
Read Chapters 1-3
-
Complete the end-of-chapter questions
-
Summarize the key concepts
Financial Statement Analysis
Show steps
Analyzing financial statements is crucial for evaluating the financial health of companies and making informed investment decisions.
Browse courses on
Financial Statement Analysis
Show steps
-
Practice analyzing balance sheets, income statements, and cash flow statements.
-
Calculate key financial ratios
-
Identify strengths and weaknesses in a company's financial position
Four other activities
Expand to see all activities and additional details
Show all seven activities
Asset Allocation Strategies
Show steps
Guided tutorials provide practical guidance on developing and implementing effective asset allocation strategies that align with individual investor goals and risk tolerance.
Browse courses on
Asset Allocation
Show steps
-
Follow tutorials on different asset allocation models
-
Learn about the factors that influence asset allocation decisions
-
Apply asset allocation principles to real-world scenarios
Portfolio Management Discussion
Show steps
Peer discussions stimulate critical thinking, encourage exchange of ideas, and foster a collaborative learning environment.
Browse courses on
Portfolio Management
Show steps
-
Form study groups
-
Discuss portfolio construction techniques
-
Analyze and evaluate different investment strategies
Investment Pitch Presentation
Show steps
Creating a compelling investment pitch presentation enhances communication and persuasive skills, preparing students to effectively convey investment strategies and recommendations.
Show steps
-
Identify an investment opportunity
-
Develop an investment thesis
-
Craft a persuasive presentation
-
Practice and refine presentation skills
Contribute to Investment Open-Source Projects
Show steps
Contributing to open-source projects provides practical experience in applying investment concepts and tools, fostering a sense of community and giving back to the field.
Show steps
-
Identify open-source investment projects
-
Review project documentation and codebase
-
Contribute code, documentation, or bug fixes
Excel Skills for Portfolio Management
Show steps
Refining Excel skills enhances proficiency in data analysis, modeling, and financial calculations, essential for effective portfolio management.
Browse courses on
Data Analysis
Show steps
Show steps
Show steps
- Review basic and advanced Excel functions
- Practice creating financial models and charts
Understand Portfolio Theory
Show steps
This book introduces fundamental concepts such as risk and return, diversification, and asset allocation, building a solid foundation for understanding portfolio management.
View
Principles of Corporate Finance
on Amazon
Show steps
Show steps
Show steps
- Read Chapters 1-3
- Complete the end-of-chapter questions
- Summarize the key concepts
Financial Statement Analysis
Show steps
Analyzing financial statements is crucial for evaluating the financial health of companies and making informed investment decisions.
Browse courses on
Financial Statement Analysis
Show steps
Show steps
Show steps
- Practice analyzing balance sheets, income statements, and cash flow statements.
- Calculate key financial ratios
- Identify strengths and weaknesses in a company's financial position
Four other activities
Expand to see all activities and additional details
Show all seven activities
Asset Allocation Strategies
Show steps
Guided tutorials provide practical guidance on developing and implementing effective asset allocation strategies that align with individual investor goals and risk tolerance.
Browse courses on
Asset Allocation
Show steps
Show steps
Show steps
- Follow tutorials on different asset allocation models
- Learn about the factors that influence asset allocation decisions
- Apply asset allocation principles to real-world scenarios
Portfolio Management Discussion
Show steps
Peer discussions stimulate critical thinking, encourage exchange of ideas, and foster a collaborative learning environment.
Browse courses on
Portfolio Management
Show steps
Show steps
Show steps
- Form study groups
- Discuss portfolio construction techniques
- Analyze and evaluate different investment strategies
Investment Pitch Presentation
Show steps
Creating a compelling investment pitch presentation enhances communication and persuasive skills, preparing students to effectively convey investment strategies and recommendations.
Show steps
Show steps
Show steps
- Identify an investment opportunity
- Develop an investment thesis
- Craft a persuasive presentation
- Practice and refine presentation skills
Contribute to Investment Open-Source Projects
Show steps
Contributing to open-source projects provides practical experience in applying investment concepts and tools, fostering a sense of community and giving back to the field.
Show steps
Show steps
Show steps
- Identify open-source investment projects
- Review project documentation and codebase
- Contribute code, documentation, or bug fixes
Career center
Learners who complete Investment Strategy will develop knowledge and skills
that may be useful to these careers:
Investment Analyst
Investment Analyst
Investment Analysts are responsible for evaluating and researching investments, making recommendations to clients, and managing investment portfolios. This course can help prepare you for a career as an Investment Analyst by providing you with a foundation in the basic concepts of investment strategy, including needs analysis, investment policy, asset allocation, product selection, portfolio monitoring, and re-balancing. You will also learn about the different types of institutional investors, such as pension funds and insurance companies.
Portfolio Manager
Portfolio Manager
Portfolio Managers are responsible for managing investment portfolios for individuals and institutions. This course can help you prepare for a career as a Portfolio Manager by providing you with a foundation in the basic concepts of investment strategy, including needs analysis, investment policy, asset allocation, product selection, portfolio monitoring, and re-balancing. You will also learn about the different types of institutional investors, such as pension funds and insurance companies.
Financial Advisor
Financial Advisor
Financial Advisors provide financial advice to individuals and families. This course can help you prepare for a career as a Financial Advisor by providing you with a foundation in the basic concepts of investment strategy, including needs analysis, investment policy, asset allocation, product selection, portfolio monitoring, and re-balancing. You will also learn about the different types of institutional investors, such as pension funds and insurance companies.
Investment Banker
Investment Banker
Investment Bankers help companies raise capital and advise them on mergers and acquisitions. This course can help you prepare for a career as an Investment Banker by providing you with a foundation in the basic concepts of investment strategy, including needs analysis, investment policy, asset allocation, product selection, portfolio monitoring, and re-balancing. You will also learn about the different types of institutional investors, such as pension funds and insurance companies.
Private Equity Investor
Private Equity Investor
Private Equity Investors invest in private companies, typically with the goal of growing the company and selling it for a profit. This course can help you prepare for a career as a Private Equity Investor by providing you with a foundation in the basic concepts of investment strategy, including needs analysis, investment policy, asset allocation, product selection, portfolio monitoring, and re-balancing. You will also learn about the different types of institutional investors, such as pension funds and insurance companies.
Hedge Fund Manager
Hedge Fund Manager
Hedge Fund Managers manage investment portfolios for wealthy individuals and institutions. This course can help you prepare for a career as a Hedge Fund Manager by providing you with a foundation in the basic concepts of investment strategy, including needs analysis, investment policy, asset allocation, product selection, portfolio monitoring, and re-balancing. You will also learn about the different types of institutional investors, such as pension funds and insurance companies.
Institutional Investor
Institutional Investor
Institutional Investors are organizations that invest large sums of money on behalf of their clients. This course can help you prepare for a career as an Institutional Investor by providing you with a foundation in the basic concepts of investment strategy, including needs analysis, investment policy, asset allocation, product selection, portfolio monitoring, and re-balancing. You will also learn about the different types of institutional investors, such as pension funds and insurance companies.
Quant Analyst
Quant Analyst
Quant Analysts use mathematical and statistical models to analyze and predict financial markets. This course may be useful for a career as a Quant Analyst by providing you with a foundation in the basic concepts of investment strategy, including needs analysis, investment policy, asset allocation, product selection, portfolio monitoring, and re-balancing. You will also learn about the different types of institutional investors, such as pension funds and insurance companies.
Actuary
Actuary
Actuaries use mathematical and statistical models to assess and manage risk. This course may be useful for a career as an Actuary by providing you with a foundation in the basic concepts of investment strategy, including needs analysis, investment policy, asset allocation, product selection, portfolio monitoring, and re-balancing. You will also learn about the different types of institutional investors, such as pension funds and insurance companies.
Data Scientist
Data Scientist
Data Scientists use data to solve business problems. This course may be useful for a career as a Data Scientist by providing you with a foundation in the basic concepts of investment strategy, including needs analysis, investment policy, asset allocation, product selection, portfolio monitoring, and re-balancing. You will also learn about the different types of institutional investors, such as pension funds and insurance companies.
Software Engineer
Software Engineer
Software Engineers design, develop, and maintain software applications. This course may be useful for a career as a Software Engineer by providing you with a foundation in the basic concepts of investment strategy, including needs analysis, investment policy, asset allocation, product selection, portfolio monitoring, and re-balancing. You will also learn about the different types of institutional investors, such as pension funds and insurance companies.
Product Manager
Product Manager
Product Managers are responsible for managing the development and launch of new products. This course may be useful for a career as a Product Manager by providing you with a foundation in the basic concepts of investment strategy, including needs analysis, investment policy, asset allocation, product selection, portfolio monitoring, and re-balancing.
Management Consultant
Management Consultant
Management Consultants help businesses improve their performance. This course may be useful for a career as a Management Consultant by providing you with a foundation in the basic concepts of investment strategy, including needs analysis, investment policy, asset allocation, product selection, portfolio monitoring, and re-balancing.
Marketing Manager
Marketing Manager
Marketing Managers are responsible for developing and executing marketing campaigns. This course may be useful for a career as a Marketing Manager by providing you with a foundation in the basic concepts of investment strategy, including needs analysis, investment policy, asset allocation, product selection, portfolio monitoring, and re-balancing.
Sales Manager
Sales Manager
Sales Managers are responsible for leading sales teams and developing sales strategies. This course may be useful for a career as a Sales Manager by providing you with a foundation in the basic concepts of investment strategy, including needs analysis, investment policy, asset allocation, product selection, portfolio monitoring, and re-balancing.
For more career information including salaries, visit:
OpenCourser.com/course/b4khd7/investment
Reading list
We've selected 39 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
Investment Strategy.
A classic guide to investment strategy and management, this book covers a wide range of topics from asset allocation and portfolio construction to risk management and performance measurement.
This classic book provides timeless principles for long-term investing. It is essential reading for anyone who wants to understand the basics of value investing.
Provides a comprehensive overview of modern investment strategies, covering asset allocation, portfolio construction, and risk management. It valuable resource for both students and practitioners.
Provides a comprehensive overview of quantitative equity investing. It valuable resource for investors who want to learn more about this approach to investing.
Classic guide to investing in growth stocks. It provides insights into how to identify and invest in companies with the potential to generate superior returns.
Save
Concise and easy-to-understand guide to investing. It provides a common-sense approach to investing that can help investors achieve their financial goals.
Save
Practical guide to investing for the long term. It provides a simple and effective approach to building wealth that anyone can follow.
Save
This comprehensive guide to security analysis valuable resource for both students and practitioners. It covers all aspects of security analysis, from financial statement analysis to valuation.
Provides a comprehensive overview of quantitative equity investing. It covers all aspects of quantitative investing, from data collection to portfolio optimization.
Provides a comprehensive overview of fixed income securities. It valuable resource for investors who want to learn more about this asset class.
Provides a comprehensive overview of alternative investments. It valuable resource for investors who want to learn more about this asset class.
Save
Provides a comprehensive overview of portfolio management. It valuable resource for investors who want to learn more about this topic.
Provides a look at the psychology of money. It valuable resource for investors who want to understand the emotional and behavioral aspects of investing.
Provides a comprehensive overview of the investment management process. It valuable resource for investors who want to learn more about this topic.
Provides a comprehensive overview of asset allocation. It valuable resource for investors who want to learn more about this topic.
Provides a comprehensive guide to investing for the long term. It valuable resource for investors who want to learn more about this approach to investing.
This classic text on security analysis would be a useful reference for students in this course. It provides a comprehensive overview of the fundamental principles of security analysis.
Provides a simple and straightforward guide to investing. It valuable resource for investors who are new to the topic.
Provides a comprehensive overview of fixed income securities. It covers all aspects of fixed income investing, from bond basics to credit analysis.
This handbook provides a comprehensive overview of fixed income securities. It covers all aspects of fixed income investing, from bond basics to credit analysis.
Save
This handbook provides a comprehensive overview of equity investments. It covers all aspects of equity investing, from stock basics to portfolio management.
Save
This handbook provides a comprehensive overview of alternative assets. It covers all aspects of alternative investing, from hedge funds to private equity.
Save
This handbook provides a comprehensive overview of portfolio management. It covers all aspects of portfolio management, from asset allocation to risk management.
This handbook provides a comprehensive overview of institutional investors. It covers all aspects of institutional investing, from pension funds to endowments.
This handbook provides a comprehensive overview of investment decision making. It covers all aspects of investment decision making, from asset allocation to portfolio construction.
Save
Personal finance classic. It provides a unique perspective on money and investing that can help readers change their mindset about wealth.
Step-by-step guide to getting out of debt and achieving financial freedom. It provides a practical and proven plan that can help anyone improve their financial situation.
Timeless classic that provides financial wisdom through a series of parables. It great way to learn about the principles of money management and wealth building.
Study of the habits and behaviors of millionaires. It provides insights into how ordinary people can build wealth and achieve financial success.
Comprehensive guide to investing in real estate. It covers everything from finding the right property to financing your investment and managing your rental properties.
Step-by-step guide to building wealth through real estate investing. It provides practical advice on how to find the right deals, finance your investments, and manage your properties.
Save
This textbook comprehensive overview of investment management. It covers all aspects of investment management, from asset allocation to portfolio construction.
A modern and comprehensive approach to investment management, this book covers the latest thinking on asset allocation, portfolio construction, and risk management. It is an ideal reference for both students and practitioners.
Provides an introduction to the art of investing, demystifying the financial markets and providing practical advice on how to make sound investment decisions.
A comprehensive textbook on financial management, this book covers the essential principles of corporate finance, including capital budgeting, risk management, and mergers and acquisitions.
Save
A mathematical approach to investment science, this book provides a rigorous treatment of the fundamental principles of investment theory. It is an ideal reference for both students and practitioners who want to understand the mathematical foundations of investment management.
Is unrelated to investment strategy, but it classic in its own field and it may be of interest to learners who are interested in the science of performance and skill acquisition.
In this book, the author offers a readable introduction to value investing, emphasizing the importance of patience, discipline, and a margin of safety in investing.
Targets young adults navigating personal finance and provides practical advice on topics such as budgeting, saving, and investing.
For more information about how these books relate to this course, visit:
OpenCourser.com/course/b4khd7/investment
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Time
18 hours
Via
Coursera
Institution
Indian School of Business
Instructor
Vikram Kuriyan
This course belongs to a
collection
called
Financial Markets and Investment Strategy. It's comprised of five courses:
- Investment Strategy (viewing)
- Introduction to Financial Markets
- Portfolio and Risk Management
- Financial Markets and Investment Strategy Capstone
- Behavioral Investing
Good to know
Examines needs analysis, investment policy, asset allocation, product selection, portfolio monitoring, and re-balancing, which is standard in the finance industry
Explores investment strategies in alternative assets, which is highly relevant to the finance industry
Suitable for individuals interested in portfolio management and investment strategies
Taught by Vikram Kuriyan, who is recognized for their work in investment management
Introduces concepts and principles of investment management
Covers the client management life cycle, providing practical knowledge for financial professionals
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