Este curso forma parte de Programa especializado: Gestión de inversiones

4.8
estrellas
1,128 calificaciones

93 %

University of Geneva- Tony Berrada +8 instructores más

29.590 ya inscrito

ofrecido por

Programa especializado: Gestión de inversionesUniversidad de Ginebra

Acerca de este Curso

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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.
You will first learn about absolute and relative performance, risk-adjusted returns and how to decompose investment performance. The focus will then shift to the two main categories of investment vehicles, active and passive funds, and what they entail in terms of expected performance. Finally, you will explore the worlds of sustainable finance, neurofinance and fintech, three areas of research that will shape the future of the investment management industry.

You will also benefit from the insights of experts from UBS, our corporate partner, on the practical implementation of the various concepts we will develop in this course.

Fechas límite flexibles

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Certificado para compartir

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100 % en línea

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Curso 4 de 5 en

Programa especializado: Gestión de inversiones

Aprox. 8 horas para completar

Inglés (English)

¿Podría tu empresa beneficiarse de la capacitación de los empleados en las habilidades más demandadas?

Prueba Coursera para negocios

Habilidades que obtendrás

Investment Management
Sustainability
Finance
Socially Responsible Investing

Fechas límite flexibles

Restablece las fechas límite en función de tus horarios.

Certificado para compartir

Obtén un certificado al finalizar

100 % en línea

Comienza de inmediato y aprende a tu propio ritmo.

Curso 4 de 5 en

Programa especializado: Gestión de inversiones

Aprox. 8 horas para completar

Inglés (English)

¿Podría tu empresa beneficiarse de la capacitación de los empleados en las habilidades más demandadas?

Prueba Coursera para negocios

Instructores

Calificación del instructor

4,81/5 (88 calificaciones)

ofrecido por

Universidad de Ginebra

Mira cómo los empleados de las mejores empresas dominan las habilidades más demandadas

Obtén más información sobre Coursera para Empresas

Programa - Qué aprenderás en este curso

Calificación del contenido93%(2,993 calificaciones)

Semana

Semana 1

2 horas para completar

General Introduction and Key Concepts

2 horas para completar

9 videos (Total 63 minutos), 1 lectura, 1 cuestionario

9 videos

Why you should choose this course8m

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

Semana

Semana 2

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

What you will learn in this Module11m

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

Semana

Semana 3

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

What you will learn in this module4m

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 330m

Semana

Semana 4

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

What you will learn in this Module7m

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 430m

Reseñas

4.8

142 reseña

5 stars
80,05 %
4 stars
17,19 %
3 stars
2,30 %
2 stars
0,35 %
1 star
0,08 %

Principales reseñas sobre SECURING INVESTMENT RETURNS IN THE LONG RUN

por AK2 de oct. de 2017

An excellent insight offered from the teaching team on the real world of portfolio management and how best to sustain investment returns over a long time horizon

por EG31 de may. de 2020

Very well taught course giving an overview of the fundamentals of sustainable investing both from an individual point of view, and when advising clients.

por SV29 de ene. de 2021

An excellent course of a brilliant specialization. Started at the zoo and ended at the zoo, Prof. Michel Girardin, YOU ARE THE BEST!

por T22 de abr. de 2020

One of the best course in this specialization, it is very much helpful for proper investment management with sustainability.

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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.

Preguntas Frecuentes

¿Cuándo podré acceder a las lecciones y tareas?
El acceso a las clases y las asignaciones depende del tipo de inscripción que tengas. Si tomas un curso en modo de oyente, verás la mayoría de los materiales del curso en forma gratuita. Para acceder a asignaciones calificadas y obtener un certificado, deberás comprar la experiencia de Certificado, ya sea durante o después de participar como oyente. Si no ves la opción de oyente:
es posible que el curso no ofrezca la opción de participar como oyente. En cambio, puedes intentar con una Prueba gratis o postularte para recibir ayuda económica.
Es posible que el curso ofrezca la opción 'Curso completo, sin certificado'. Esta opción te permite ver todos los materiales del curso, enviar las evaluaciones requeridas y obtener una calificación final. También significa que no podrás comprar una experiencia de Certificado.
¿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.
¿Hay ayuda económica disponible?
Sí. En ciertos programas de aprendizaje, puedes postularte para recibir ayuda económica o una beca en caso de no poder costear los gastos de la tarifa de inscripción. Si hay ayuda económica o becas disponibles para tu selección de programa de aprendizaje, verás un enlace para postularte en la página de descripción.

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Securing Investment Returns in the Long Run

Acerca de este Curso

Habilidades que obtendrás

Instructores

University of Geneva- Tony Berrada

University of Geneva- Ines Chaieb

University of Geneva- Jonas Demaurex

University of Geneva- Rajna Gibson Brandon

University of Geneva- Michel Girardin

University of Geneva- Philipp Krueger

University of Geneva- Kerstin Preuschoff

University of Geneva- Olivier Scaillet

University of Geneva- Philip Valta

ofrecido por

Universidad de Ginebra

Programa - Qué aprenderás en este curso

General Introduction and Key Concepts

Assessing Performance

Investment Vehicles

Future Trends

Reseñas

Principales reseñas sobre SECURING INVESTMENT RETURNS IN THE LONG RUN

Acerca de Programa especializado: Gestión de inversiones

Preguntas Frecuentes

Comienza o impulsa tu carrera profesional

Buscar temas populares

Cursos y artículos populares

Obtén un título de grado o un certificado en línea

Coursera

Comunidad

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Securing Investment Returns in the Long Run

Acerca de este Curso

Habilidades que obtendrás

Instructores

University of Geneva- Tony Berrada

University of Geneva- Ines Chaieb

University of Geneva- Jonas Demaurex

University of Geneva- Rajna Gibson Brandon

University of Geneva- Michel Girardin

University of Geneva- Philipp Krueger

University of Geneva- Kerstin Preuschoff

University of Geneva- Olivier Scaillet

University of Geneva- Philip Valta

ofrecido por

Universidad de Ginebra

Programa - Qué aprenderás en este curso

General Introduction and Key Concepts

Assessing Performance

Investment Vehicles

Future Trends

Reseñas

Principales reseñas sobre SECURING INVESTMENT RETURNS IN THE LONG RUN

Acerca de Programa especializado: Gestión de inversiones

Preguntas Frecuentes

Coursera Footer

Comienza o impulsa tu carrera profesional

Buscar temas populares

Cursos y artículos populares

Obtén un título de grado o un certificado en línea

Coursera

Comunidad

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