Acerca de este Curso
4.5
26 calificaciones
6 revisiones
Programa Especializado
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.
Horas para completar

Aprox. 14 horas para completar

Sugerido: 6 weeks of study...
Idiomas disponibles

Inglés (English)

Subtítulos: Inglés (English)
Programa Especializado
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.
Horas para completar

Aprox. 14 horas para completar

Sugerido: 6 weeks of study...
Idiomas disponibles

Inglés (English)

Subtítulos: Inglés (English)

Programa - Qué aprenderás en este curso

Semana
1
Horas para completar
2 horas para completar

Developing Asset Allocation Strategies

In Module 1, Capstone learners will research, develop and implement an asset allocation strategy for a $1 million simulated policy portfolio using a provided list of ETF assets covering US and global equities, fixed income, real estate, and commodities....
Reading
8 videos (Total 48 min), 7 readings, 1 quiz
Video8 videos
Welcome and introduction to the Capstone7m
Welcome and introduction to Module 13m
Using Portfolio Visualizer – Historical Efficient Frontier6m
Using Portfolio Visualizer – Mean Variance Optimization6m
Overview of the Simulated Investment Management System (SIMS)5m
SIMS Usage – Module #19m
Exchange Traded Funds (ETFs)7m
Reading7 lecturas
Capstone Syllabus10m
Pre-Course Survey10m
Portfolio Visualizer Website10m
Sim Portfolio Objectives, Activities, System and Grading – Overview & Module #110m
Simulated Portfolio Management System (SIMS)10m
Copying and Pasting Graphics into Excel10m
CFAI Investment Policy10m
Quiz1 ejercicio de práctica
Module #1 Self-Assessment of Understanding12m
Semana
2
Horas para completar
1 hora para completar

Developing a Macro View / Tactical Portfolio Shifts

In this module, we will analyze and develop a view on macroeconomic trends that impact investment portfolios, will forecast near-term returns on simulated portfolio asset classes, and will make any needed tactical shifts to the policy portfolios. ...
Reading
5 videos (Total 29 min), 3 readings, 1 quiz
Video5 videos
Macroeconomic Analysis5m
Forecasting Asset Class Returns8m
Using Portfolio Visualizer – Forecasted Efficient Frontier5m
SIMS Usage6m
Reading3 lecturas
Portfolio Visualizer Website10m
Sim Portfolio Objectives, Activities, and Grading10m
Resources for US Market and Economic Data / Analysis10m
Quiz1 ejercicio de práctica
Module #2 Self-Assessment of Understanding16m
Semana
3
Horas para completar
1 hora para completar

Behavioral Finance

This module, learners will advise case study clients on changes needed in their portfolios and investment behavior which demonstrate behavioral finance biases or puzzles and will also reflect on their own personal biases (either experienced or expected)....
Reading
2 videos (Total 6 min), 2 readings, 1 quiz
Video2 videos
SIMS Usage3m
Reading2 lecturas
Sim Portfolio Objectives, Activities, and Grading10m
Listing of Biases/Brief Definitions10m
Quiz1 ejercicio de práctica
Behavioral finance case studies24m
Semana
4
Horas para completar
1 hora para completar

Styles of Investing

Learners will advise case study clients on styles of investing, becoming familiar with the use of Fama-French and Carhart factor model....
Reading
2 videos (Total 8 min), 2 readings, 1 quiz
Video2 videos
Using Portfolio Visualizer – Factor Models7m
Reading2 lecturas
Portfolio Visualizer Website10m
Investment Style Case Studies Quiz Instructions10m
Quiz1 ejercicio de práctica
Investment Styles Case Studies18m
4.5
6 revisionesChevron Right

Principales revisiones

por TPMar 16th 2018

Thank you Professor Jill Foote and the course team for a practical, well-organized, carefully crafted and clearly presented course.

por WCAug 15th 2017

A practical approach in managing investment portfolio.

Instructor

Avatar

Jill Foote

Finance Faculty
Jones Graduate School of Business

Acerca de Rice University

Rice University is consistently ranked among the top 20 universities in the U.S. and the top 100 in the world. Rice has highly respected schools of Architecture, Business, Continuing Studies, Engineering, Humanities, Music, Natural Sciences and Social Sciences and is home to the Baker Institute for Public Policy....

Acerca del programa especializado Investment and Portfolio Management

In this four-course Specialization, you’ll learn the essential skills of portfolio management and personal investing. All investors – from the largest wealth funds to the smallest individual investors – share common issues in investing: how to meet their liabilities, how to decide where to invest, and how much risk to take on. In this Specialization, you will learn how to think about, discuss, and formulate solutions to these investment questions. You will learn the theory and the real-world skills necessary to design, execute, and evaluate investment proposals that meet financial objectives. You will begin with an overview of global financial markets and instruments that characterize the investment opportunities available to today’s investor. You will then learn how to construct optimal portfolios that manage risk effectively, and how to capitalize on understanding behavioral biases and irrational behavior in financial markets. You will learn the best practices in portfolio management and performance evaluation as well as current investment strategies. By the end of your Capstone Project, you will have mastered the analytical tools, quantitative skills, and practical knowledge necessary for long-term investment management success. To see an overview video for this Specialization, click here!...
Investment and Portfolio Management

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 te inscribes en un curso, obtienes acceso a todos los cursos que forman parte del Programa especializado y te darán un Certificado cuando completes el trabajo. 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 auditar el curso sin costo.

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