Los portafolios y las inversiones en el mercado de capitales from Coursera

En la medida en que las personas o las entidades requieren invertir sus posiciones de liquidez en el mercado de capitales se hace necesario estudiar los activos financieros y entender el funcionamiento del mercado de valores para tomar decisiones informadas y sustentadas que permitan a los inversionistas decidir adecuadamente los niveles de riesgo-retorno que se desea tomar. Este curso aborda la idea principal de la diversificación vía la conformación de portafolio de inversión con el objetivo de maximizar la rentabilidad minimizando el riesgo.

El curso igualmente introduce los modelos básicos de inversión de largo plazo basados en la teoría de la eficiencia del mercado. El curso presenta una evolución conceptual de los elementos más básicos del entendimiento del mercado de capitales, hasta las estrategias de formación y análisis de portafolios eficientes. Al final del curso los participantes tendrán una visión general de los principales modelos y herramientas para invertir en portafolio de activos financieros.

Este curso está pensado para personas de diferentes disciplinas que quieren entender y profundizar en las estrategias básicas para invertir en el mercado de capitales con un enfoque de largo plazo. El curso de concentra en los conceptos básicos de la conformación y análisis de la riesgo - rentabilidad de los portafolios de inversión en el mercado de capitales.

What's inside

Syllabus

Precios y valor de los activos en el mercado financiero

Bienvenidos al primer módulo del curso: los portafolios y las inversiones en el mercado de capitales. En este módulo aprenderemos sobre precios y valor de los activos en el mercado financiero. De esta forma se generarán reflexiones y dilemas alrededor del concepto de valor y de precio. Finalmente, se abordará el tema de la teoría de eficiencia del mercado.

Teoría de la diversificación y los portafolios

Bienvenidos al segundo módulo del curso Los portafolios y las inversiones en el mercado de capitales. En este módulo aprenderemos el concepto de portafolio y el de portafolio de mercado, así mismo entenderemos qué es el riesgo y la rentabilidad de un portafolio. A partir de estos conceptos y llevándolos a la práctica, evidenciaremos el efecto de la diversificación y así mismo empezaremos a evaluar un portafolio.

Frontera eficiente y las decisiones de inversión en el mercado financiero

Bienvenidos al tercer módulo del curso Los portafolios y las inversiones en el mercado de capitales. En este módulo aprenderemos que es la frontera eficiente de Markowitz, cómo construirla y el concepto de portafolio de mercado. A partir de estos conceptos y llevándolos a la práctica, evidenciaremos cómo empieza a tomar forma las decisiones para maximizar la relación riesgo retorno de una inversión.

Los modelos basicos de inversion en el mercado de capitales y su aplicación práctica

Bienvenidos al cuarto y último módulo del curso Los portafolios y las inversiones en el mercado de capitales. En este módulo aprenderemos cómo calcular la capital market line para obtener la mejor relación riesgo - rentabilidad a un nivel de riesgo. Adicionalmente aprenderemos de la security market line y el modelo del C.A.P.M. para obtener una estimación de la rentabilidad de un activo. A partir de estos conceptos y llevándolos a la práctica, evidenciaremos cómo estas herramientas te ayudan a tomar decisiones de inversión en el mercado de capitales.

Good to know

Know what's good

, what to watch for

, and possible dealbreakers

Diseñado para personas de diferentes áreas que desean incursionar en la inversión a largo plazo

Presenta una visión general de los principales modelos y herramientas para invertir en portafolios de activos financieros

Explora los conceptos básicos de la conformación y análisis del riesgo - rentabilidad de los portafolios de inversión en el mercado de capitales

Aborda los conceptos de portafolio, portafolio de mercado, riesgo y rentabilidad de un portafolio

Evidencia el efecto de la diversificación en la práctica

Presenta el concepto de frontera eficiente de Markowitz y cómo construirla

Enseña a calcular la capital market line para obtener la mejor relación riesgo - rentabilidad

Presenta la security market line y el modelo del C.A.P.M. para estimar la rentabilidad de un activo

Cuenta con un instructor reconocido por su trabajo en el tema

Requiere que los estudiantes tomen otros cursos como prerrequisitos

Career center

Learners who complete Los portafolios y las inversiones en el mercado de capitales will develop knowledge and skills that may be useful to these careers:

Portfolio Manager

A Portfolio Manager develops and manages portfolios that meet investment goals for individuals and institutions, balancing risk and return. **Los portafolios y las inversiones en el mercado de capitales** provides a comprehensive overview of portfolio management principles, including asset pricing, diversification, and risk-return analysis. The course can help aspiring Portfolio Managers build a foundation in the fundamentals of portfolio management and prepare them for the challenges of this role.

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Financial Analyst

Financial Analysts provide research and advice on investment decisions for individuals and institutions. They analyze financial data, develop financial models, and make recommendations on buying, selling, or holding various investment instruments. **Los portafolios y las inversiones en el mercado de capitales** can provide Financial Analysts with a deep understanding of portfolio theory, asset pricing, and market dynamics. This knowledge can enhance their ability to conduct financial analysis and make informed investment recommendations.

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Investment Banker

Investment Bankers advise companies and governments on mergers and acquisitions, capital raising, and other financial transactions. They play a crucial role in structuring and executing complex financial deals. **Los portafolios y las inversiones en el mercado de capitales** provides Investment Bankers with insights into portfolio management, asset valuation, and market trends. This knowledge can help them better assess investment opportunities, develop financial models, and provide strategic advice to their clients.

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Risk Manager

Risk Managers identify, assess, and mitigate financial risks for organizations. They develop and implement risk management strategies to protect against potential losses. **Los portafolios y las inversiones en el mercado de capitales** can provide Risk Managers with a comprehensive understanding of risk measurement and management techniques. The course can help them develop the skills and knowledge necessary to effectively manage financial risks and protect the value of their organizations.

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Quantitative Analyst

Quantitative Analysts use mathematical and statistical models to analyze financial data and make investment decisions. They develop and implement trading strategies, conduct risk analysis, and provide insights into market trends. **Los portafolios y las inversiones en el mercado de capitales** can provide Quantitative Analysts with a strong foundation in portfolio theory, asset pricing, and financial modeling. The course can help them build the analytical skills needed to succeed in this role.

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Actuary

Actuaries assess and manage financial risks in the insurance and pension industries. They use mathematical and statistical models to calculate premiums, reserves, and other financial metrics. **Los portafolios y las inversiones en el mercado de capitales** can provide Actuaries with a solid understanding of financial markets, asset pricing, and risk management principles. This knowledge can enhance their ability to develop and implement effective risk management strategies for their clients.

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Fund Manager

Fund Managers manage investment funds, such as mutual funds, hedge funds, and pension funds. They make investment decisions, allocate assets, and monitor fund performance. **Los portafolios y las inversiones en el mercado de capitales** provides Fund Managers with a comprehensive understanding of portfolio management, asset allocation, and market dynamics. The course can help them develop the skills and knowledge necessary to successfully manage investment funds and achieve their financial goals.

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Investment Advisor

Investment Advisors provide financial advice and guidance to individuals and families. They help clients develop and implement financial plans, make investment decisions, and manage their wealth. **Los portafolios y las inversiones en el mercado de capitales** can provide Investment Advisors with a deep understanding of financial markets, asset allocation, and portfolio management principles. This knowledge can help them provide sound financial advice and help their clients achieve their financial objectives.

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Economist

Economists study the behavior of economies and the factors that influence economic growth. They analyze economic data, develop models, and make forecasts about future economic trends. **Los portafolios y las inversiones en el mercado de capitales** can provide Economists with a solid understanding of financial markets, asset pricing, and economic indicators. This knowledge can enhance their ability to develop and implement economic policies and make informed decisions about the allocation of economic resources.

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Data Scientist

Data Scientists use statistical and computational methods to extract insights from data. They develop and implement machine learning algorithms, analyze data, and visualize results. **Los portafolios y las inversiones en el mercado de capitales** can provide Data Scientists with a foundation in financial markets and asset pricing. This knowledge can enable them to apply their data science skills to the financial industry and develop innovative solutions for investment analysis and portfolio management.

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Financial Planner

Financial Planners help individuals and families develop and implement financial plans. They provide advice on financial goals, investment strategies, and tax planning. **Los portafolios y las inversiones en el mercado de capitales** can provide Financial Planners with a comprehensive understanding of financial markets, asset allocation, and retirement planning. This knowledge can help them develop personalized financial plans for their clients and guide them towards achieving their financial aspirations.

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Business Analyst

Business Analysts study and analyze business processes and systems to improve efficiency and effectiveness. They use analytical techniques and tools to gather, interpret, and present data to help organizations make informed decisions. **Los portafolios y las inversiones en el mercado de capitales** can provide Business Analysts with a strong foundation in financial analysis and modeling. This knowledge can enable them to better understand the financial implications of business decisions and contribute to the development of effective business strategies.

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Statistician

Statisticians collect, analyze, interpret, and present data to provide insights and make informed decisions. They use statistical methods and techniques to solve problems in various fields. **Los portafolios y las inversiones en el mercado de capitales** can provide Statisticians with a solid understanding of financial markets and asset pricing. This knowledge can enable them to apply their statistical expertise to the financial industry and develop innovative solutions for risk management and portfolio optimization.

See salaries and explore the career path for Statistician

Risk Analyst

Risk Analysts identify, assess, and manage financial risks for organizations. They develop and implement risk management strategies to protect against potential losses. **Los portafolios y las inversiones en el mercado de capitales** can provide Risk Analysts with a comprehensive understanding of financial markets, asset pricing, and risk management principles. This knowledge can enhance their ability to develop and implement effective risk management strategies for their organizations.

See salaries and explore the career path for Risk Analyst

Consultant

Consultants provide advice and expertise to organizations on a wide range of topics, including business strategy, financial planning, and risk management. **Los portafolios y las inversiones en el mercado de capitales** can provide Consultants with a solid understanding of financial markets, asset allocation, and risk management principles. This knowledge can enable them to provide valuable insights and recommendations to their clients and help them make informed decisions about their financial strategies.

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Los portafolios y las inversiones en el mercado de capitales

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