In this course, you will learn about the famous dichotomy between active and passive investing, how to appropriately measure and analyze investment performance and what the future trends in the investment management industry are.
Este curso forma parte de Programa Especializado - Gestión de inversiones
ofrecido por
Programa Especializado - Gestión de inversionesUniversidad de GinebraAcerca de este Curso
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Resultados profesionales del estudiante
47%
comenzó una nueva carrera después de completar estos cursos
42%
consiguió un beneficio tangible en su carrera profesional gracias a este curso
14%
consiguió un aumento de sueldo o ascenso
Certificado para compartir
Obtén un certificado al finalizar
100 % en línea
Comienza de inmediato y aprende a tu propio ritmo.
Curso 1 de 1 en
Fechas límite flexibles
Restablece las fechas límite en función de tus horarios.
Aprox. 7 horas para completar
Inglés (English)
Subtítulos: Inglés (English)
Habilidades que obtendrás
Investment ManagementSustainabilityFinanceSocially Responsible Investing
Resultados profesionales del estudiante
47%
comenzó una nueva carrera después de completar estos cursos
42%
consiguió un beneficio tangible en su carrera profesional gracias a este curso
14%
consiguió un aumento de sueldo o ascenso
Certificado para compartir
Obtén un certificado al finalizar
100 % en línea
Comienza de inmediato y aprende a tu propio ritmo.
Curso 1 de 1 en
Fechas límite flexibles
Restablece las fechas límite en función de tus horarios.
Aprox. 7 horas para completar
Inglés (English)
Subtítulos: Inglés (English)
ofrecido por
Universidad de Ginebra
Founded in 1559, the University of Geneva (UNIGE) is one of Europe's leading universities. Devoted to research, education and dialogue, the UNIGE shares the international calling of its host city, Geneva, a centre of international and multicultural activities with a venerable cosmopolitan tradition.
Programa - Qué aprenderás en este curso
2 horas para completar
General Introduction and Key Concepts
Welcome to the course and this introductory module! After reviewing some mistakes you will no longer make after following this course and some useful things to know before the course, we will dive into one of the main topics of this course: the active versus passive investment management debate.
2 horas para completar
9 videos (Total 63 minutos), 1 lectura, 1 cuestionario
9 videos
Some common mistakes you will no longer make after this course - Performance6m
Some common mistakes you will no longer make after this course - Selling8m
What is useful to know before this course?2m
Some products you will master when you next meet your bank advisor - Mutual funds9m
Some products you will master when you next meet your bank advisor - Closed-end funds7m
Introduction to active versus passive management - Definitions5m
Introduction to active versus passive management - Passive8m
Introduction to active versus passive management - Active5m
1 lectura
Glossary10m
1 ejercicio de práctica
Graded quiz on the content of Week 110m
2 horas para completar
Assessing Performance
Welcome to the second module of the course! Here, we will start by talking about absolute versus relative performance and mandates. The second topic of this module will be performance measurement using risk-adjusted performance ratios but also asset pricing models. Finally, we will see how to decompose and attribute performance between the different types of investment decisions undertaken by fund managers.
2 horas para completar
10 videos (Total 80 minutos)
10 videos
Choosing the right benchmark - UBS guest speaker8m
Shifting from relative to absolute return mandates8m
The Sharpe, Treynor and Sortino ratios - Sharpe8m
The Sharpe, Treynor and Sortino ratios - Treynor and Sortino8m
Tracking Error - UBS guest speaker4m
Using asset pricing models to estimate fund performance9m
Defining performance analysis - UBS guest speaker6m
Performance attribution - Introduction5m
Performance attribution - Example7m
1 ejercicio de práctica
Graded quiz on the content of Week 210m
2 horas para completar
Investment Vehicles
Welcome to the third module of the course! In this module, we will explore the worlds of active and passive funds and try to address whether or not active fund management provides added value to a portfolio. But before doing so, we will see how to choose the best investment vehicles among both active and passive funds. The module ends with a discussion with our corporate partner on topics that often divides the world of finance between academia on one side and practitioners on the other.
2 horas para completar
12 videos (Total 103 minutos)
12 videos
Dimensions in ETF selection - UBS guest speaker6m
Beating the benchmark or the peer group? - Peer group analysis12m
Beating the benchmark or the peer group? - Screening criteria8m
The information ratio says it all9m
What are the pros and cons of a structured product?10m
Searching for hedge fund alpha: lessons from academia - Asset pricing model5m
Searching for hedge fund alpha: lessons from academia - Evidence9m
Do active funds really outperform passive funds? - Preliminaries7m
Do active funds really outperform passive funds? - Evidence8m
Active versus passive management - UNIGE & UBS Discussion - Part 19m
Active versus passive management - UNIGE & UBS Discussion - Part 211m
1 ejercicio de práctica
Graded quiz on the content of Week 320m
2 horas para completar
Future Trends
Welcome to the fourth and last module of the course! This module is dedicated to future trends in investment management that are already starting to change how we think about and apply some of the ideas presented in the specialization. We will start with sustainable investing: defining it, examining its value proposition and see how it can be implemented in the context of a widely diversified portfolio. We will then take a quick look at what neurofinance is and how it can help us make better investment decisions. Finally, we will leave you with some insights as to how fintech (i.e. information technology solutions applied to finance) is likely to shape the future of the investment management industry.
2 horas para completar
12 videos (Total 82 minutos)
12 videos
Corporate sustainability and sustainable investing9m
Sustainable investing: exclusion, impact investing & integration - UBS guest speaker3m
Does sustainable investing perform in line with traditional investing? - Theoretical arguments6m
Does sustainable investing perform in line with traditional investing? - Evidence8m
Climate change and capital markets - Introduction6m
Climate change and capital markets - Methodology7m
What is Neurofinance?6m
Understanding brain activity for better investment decisions6m
Can business analytics (Big Data) improve the value-added of TAA?11m
Using a Robo-advisor to better shape the SAA6m
Specialization Outro3m
1 ejercicio de práctica
Graded quiz on the content of Week 420m
Acerca de Programa especializado: Gestión de inversiones
In this Specialization, you will understand how investment strategies are designed to reach financial goals in a global context. You will learn the theory that underlies strong investment decisions, as well as practical, real-world skills that you can apply when discussing investment proposals with your advisor, managing your personal assets or your client’s investment portfolio. You will start by developing a global understanding of financial markets and what impacts rational and irrational behaviors have in finance at the micro and macro levels. You will then learn how to adequately build and manage a portfolio with a long-term view while gaining an appreciation for novel research advances in finance and related areas as well as future trends that are shaping the investment management industry. In the final Capstone Project, you will create a sensible 5-year investment plan that accounts for an investor's goals and constraints in a dynamic economic landscape. Key speakers from UBS, our corporate partner, will contribute to this specialization by providing you with practical insights they have gathered through years of experience working for the world’s largest wealth manager.
Director of this Specialization and main teaching contributor: Dr. Michel Girardin, Lecturer in Macro-Finance, University of Geneva
Preguntas Frecuentes
¿Cuándo podré acceder a las lecciones y tareas?
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.
¿Qué recibiré si me suscribo a este Programa especializado?
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.
¿Cuál es la política de reembolsos?
Si estás suscrito, obtienes una prueba gratis de 7 días, que podrás cancelar cuando desees sin ningún tipo de penalidad. Una vez transcurrido ese tiempo, no realizamos reembolsos. No obstante, puedes cancelar tu suscripción cuando quieras. Consulta nuestra política completa de reembolsos.
¿Hay ayuda económica disponible?
Sí, Coursera ofrece ayuda económica a los estudiantes que no pueden pagar la tarifa. Solicítala haciendo clic en el enlace de Ayuda económica que está debajo del botón “Inscribirse” a la izquierda. Se te pedirá que completes una solicitud. Recibirás una notificación en caso de que se apruebe. Deberás completar este paso para cada uno de los cursos que forman parte del Programa especializado, incluido el proyecto final. Obtén más información.
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