Acerca de este Curso
4.6
308 calificaciones
70 revisiones
100 % en línea

100 % en línea

Comienza de inmediato y aprende a tu propio ritmo.
Fechas límite flexibles

Fechas límite flexibles

Restablece las fechas límite en función de tus horarios.
Nivel intermedio

Nivel intermedio

Horas para completar

Aprox. 18 horas para completar

Sugerido: 4 weeks of study, 2-3 hours/week...
Idiomas disponibles

Inglés (English)

Subtítulos: Inglés (English), Francés (French), Chino (simplificado), Italiano, Alemán (German), Español (Spanish)...

Habilidades que obtendrás

Investment ManagementPortfolio TheoriesFinancial MarketsAsset Management
100 % en línea

100 % en línea

Comienza de inmediato y aprende a tu propio ritmo.
Fechas límite flexibles

Fechas límite flexibles

Restablece las fechas límite en función de tus horarios.
Nivel intermedio

Nivel intermedio

Horas para completar

Aprox. 18 horas para completar

Sugerido: 4 weeks of study, 2-3 hours/week...
Idiomas disponibles

Inglés (English)

Subtítulos: Inglés (English), Francés (French), Chino (simplificado), Italiano, Alemán (German), Español (Spanish)...

Programa - Qué aprenderás en este curso

Semana
1
Horas para completar
4 horas para completar

Defining Your Objectives and Universe

As the first module of the course, we will start with helping you to identify which kind of investor you are, and what are your investment objectives. Then, we will give you an overall view of investible assets and the financial market. In addition, we will introduce the concepts of risk and returns in portfolio management which will help you to make better investment decisions....
Reading
7 videos (Total 61 min), 7 readings, 5 quizzes
Video7 videos
What kind of investor are you?8m
What do you want to achieve as an investor?7m
Translating your objectives into financial metrics10m
Understanding how to measure asset risk and return9m
A glance at the universe of investable assets12m
Financial market participants at play10m
Reading7 lecturas
What will you learn?10m
More about the course10m
Supporting material - computing returns and sample statistics10m
What will you learn?10m
Additional (optional) videos10m
Portfolio management exercise: part 110m
Next quiz for advanced learners (honor track)10m
Quiz5 ejercicios de práctica
Practice Quiz Module 1 Lesson 110m
Practice Quiz Module 1 Lesson 210m
Graded Quiz Module 146m
Portfolio management exercise - Getting Started with Investments12m
Quiz for honor track - part 110m
Semana
2
Horas para completar
3 horas para completar

How to Build an Investment Solution

This is the second week of our study. We first learn how to optimize a portfolio allocation given your investment objectives. Then we will learn how to integrate your investment constraints to find a feasible investment solution. You will use asset pricing models to improve your portfolio performance by improving your understanding of financial asset returns. Finally, you will apply different hedging techniques to remove unwanted risk in our portfolios....
Reading
6 videos (Total 50 min), 7 readings, 4 quizzes
Video6 videos
How to use quantitative method to optimize portfolio construction8m
How do constraints and regulations impact portfolio construction?8m
The importance of asset pricing in portfolio management9m
Strategic versus tactical allocation10m
Hedging techniques: how to protect portfolio against undesired risk11m
Reading7 lecturas
What will you learn?10m
Supporting material10m
Supporting material10m
Additional (optional) videos10m
What will you learn?10m
Suggested reading10m
Portfolio management exercise: part 210m
Quiz4 ejercicios de práctica
Practice Quiz - Module 2 Lesson 110m
Practice Quiz - Module 2 - Lesson 210m
Graded Quiz Module 240m
Portfolio management exercise - Let's Allocate Across Investments12m
Semana
3
Horas para completar
3 horas para completar

Exploring Specific Portfolio Management Techniques

We take in this module a closer look at investment strategies. We start by examining both quantitative active and qualitative strategies, and understanding their respective benefits. In the second lesson, we will learn how to apply these strategies in real life, including how to translate a strategies into transactions. We finish by examining extreme events in financial markets during which investment strategies were challenged. ...
Reading
7 videos (Total 57 min), 8 readings, 4 quizzes
Video7 videos
The economics of active management8m
Active management: quantitative approach8m
Active management: discretionary approach10m
Investment management decisions8m
How to manage trading efficiently10m
How to manage extreme events in financial markets9m
Reading8 lecturas
What will you learn?10m
Additional (optional) videos10m
Supporting material10m
Suggested reading10m
What will you learn?10m
Suggested reading10m
Supporting material and suggested reading10m
Next quiz for advanced learners (honor track)10m
Quiz4 ejercicios de práctica
Practice Quiz - Module 3 - Lesson 110m
Practice Quiz - Module 3 - Lesson 210m
Graded Quiz Module 340m
Quiz for honor track - part 212m
Semana
4
Horas para completar
3 horas para completar

The Asset Management Industry: Selecting or Becoming a Fund Manager

In this final module, we cover the details of the asset management industry. We start by understanding what it takes to make a proper decision when hiring a fund manager. We will learn how to evaluate his or her performance, and to select the right one depending on our investment objectives. Then, we cover the functioning of an asset management firm. We will learn the different career paths within an asset management firm. We will also cover the different stages of the life cycle of an investment product, including the role of each department within the firm and the impact of regulations on their design. ...
Reading
7 videos (Total 53 min), 7 readings, 5 quizzes
Video7 videos
How to measure and monitor the performance of an investment7m
Selecting the right fund manager7m
Formalize your investment objectives8m
Professionals at work in an asset management company8m
Product cycles in asset management11m
What does regulation bring to the industry?8m
Reading7 lecturas
What will you learn?10m
Supporting material10m
What will you learn?10m
Suggested reading10m
Got any question? Ask us in a live session!10m
Portfolio management exercise - part 310m
Next quiz for advanced learners (honor track)10m
Quiz5 ejercicios de práctica
Practice Quiz - Module 4 - Lesson 110m
Practice Quiz - Module 4 - Lesson 210m
Graded Quiz Module 440m
Portfolio management exercise - Let's Evaluate an Investment Fund10m
Quiz for honor track - part 38m

Instructores

Avatar

Hugues Langlois

Assistant Professor of Finance
Finance department
Avatar

Marion Le Morhedec

Senior Fund manager
AXA IM

Acerca de HEC Paris

HEC Paris, founded in 1881 by the Paris Chamber of Commerce and Industry, is one of France’s oldest elite higher education Grandes Ecoles. Throughout its 130-year history, HEC Paris has consistently attracted individuals highly capable and talented, innovative and entrepreneurial, ambitious and open-minded, capable of becoming architects of a responsible world. What makes HEC unique is its conviction shared by the HEC community: knowledge determines the freedom and entrepreneurship required for a better world....

Preguntas Frecuentes

  • Una vez que te inscribes para obtener un Certificado, tendrás acceso a todos los videos, cuestionarios y tareas de programación (si corresponde). Las tareas calificadas por compañeros solo pueden enviarse y revisarse una vez que haya comenzado tu sesión. Si eliges explorar el curso sin comprarlo, es posible que no puedas acceder a determinadas tareas.

  • Cuando compras un Certificado, obtienes acceso a todos los materiales del curso, incluidas las tareas calificadas. Una vez que completes el curso, se añadirá tu Certificado electrónico a la página Logros. Desde allí, puedes imprimir tu Certificado o añadirlo a tu perfil de LinkedIn. Si solo quieres leer y visualizar el contenido del curso, puedes participar del curso como oyente sin costo.

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