Acerca de este Curso
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In the Capstone project, you have to design an investment plan for an individual at three different stages of his life. Depending on the stage of his life the individuals biases, risk preferences and wealth requirements change. You have to keep in mind all of these and design an appropriate investment plan for each stage of his life. You will use the concepts learned in the 4 courses to achieve this target. You should consider different assets and different markets to achieve the investors goals by building an optimal portfolio which matches his profile. In the end you should also evaluate the performance of his portfolio....
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Cursos 100 % en línea

Comienza de inmediato y aprende a tu propio ritmo.
Calendar

Fechas límite flexibles

Restablece las fechas límite en función de tus horarios.
Beginner Level

Nivel principiante

Clock

Sugerido: 3 hours/week

Aprox. 10 horas para completar
Comment Dots

English

Subtítulos: English
Globe

Cursos 100 % en línea

Comienza de inmediato y aprende a tu propio ritmo.
Calendar

Fechas límite flexibles

Restablece las fechas límite en función de tus horarios.
Beginner Level

Nivel principiante

Clock

Sugerido: 3 hours/week

Aprox. 10 horas para completar
Comment Dots

English

Subtítulos: English

Programa - Qué aprenderás en este curso

1

Sección
Clock
12 minutos para completar

Capstone Project

In the Capstone project, you have to design an investment plan for an individual at three different stages of his life. Depending on the stage of his life the individuals biases, the risk preferences and the wealth requirements change. You have to keep in mind all of these and design an appropriate investment plan for each stage of his life. You will use the concepts learned in the 4 courses to achieve this target. You should consider different assets and different markets to achieve the investors goals by building an optimal portfolio which matches his profile. ...
Reading
1 video (Total: 2 min)

2

Sección
Clock
4 horas para completar

Week 2

This module teaches you how to measure the performance of portfolios. After completing this module you will be explain when to use Sharpe and Treynor measures....
Reading
3 videos (Total: 18 min), 1 quiz
Video3 videos
Benchmarks for portfolio performance evaluation6m
Alternate performance measures4m

3

Sección
Clock
4 horas para completar

Week 3

This module discusses the various investments available for an investor looking at long time horizon. After completing this module you will be able to recommend some long term investments....
Reading
1 quiz

4

Sección
Clock
5 horas para completar

Week 4

This module introduces you to the world of mutual funds. After completing this module you will be able to analyse and compare mutual funds....
Reading
4 videos (Total: 21 min), 1 quiz
Video4 videos
Investment opportunity set with 2 risky assets and risk free asset6m
Investment opportunity set with 3 risky assets and risk free asset6m
The optimal allocation between risky and risk free asset3m

Instructor

Ramabhadran Thirumalai

Assistant Professor
Indian School of Business

Acerca de Indian School of Business

The Indian School of Business has successfully put India on the global map of management education by nurturing young leaders with an understanding of developing economies and the society at large. Through innovations in curricula and pedagogy to reflect the shifting business landscape, the ISB is committed to providing the best venue for management education to meet the growing need to develop young leaders who can manage global challenges....

Acerca del programa especializado Financial Markets and Investment Strategy

The Investment Management Specialization teaches professional asset management of securities using portfolio management and behavioral aspects of finance. Specific topics include: an introduction to the basics of finance, how to evaluate risk and expected return, the behavioral aspect of investment strategy, and current trends....
Financial Markets and Investment Strategy

Preguntas Frecuentes

  • Once you enroll for a Certificate, you’ll have access to all videos, quizzes, and programming assignments (if applicable). Peer review assignments can only be submitted and reviewed once your session has begun. If you choose to explore the course without purchasing, you may not be able to access certain assignments.

  • When you enroll in the course, you get access to all of the courses in the Specialization, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile. If you only want to read and view the course content, you can audit the course for free.

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