About this course: 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.
Created by: Indian School of Business
Taught by: Ramabhadran Thirumalai, Assistant Professor
Indian School of Business
| Basic Info |
Course 5 of 5 in the
Financial Markets and Investment Strategy Specialization.
|
| Level | Beginner |
| Language | English |
| How To Pass | Pass all graded assignments to complete the course. |
| User Ratings |
Syllabus
WEEK 1
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.
1 video
- Discussion Prompt: Introduction
- Video: Introduction to Capstone Project
WEEK 2
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.
3 videos
- Discussion Prompt: Takeaway
- Peer Review: Stage 1 - Performance Evaluation
- Video: Measuring portfolio or fund returns
- Video: Benchmarks for portfolio performance evaluation
- Video: Alternate performance measures
WEEK 3
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.
2 items
- Discussion Prompt: Long term investment Avenues
- Peer Review: Stage 2 a - Long term investment
WEEK 4
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.
4 videos
- Discussion Prompt: Mutual Funds - Useful sites
- Peer Review: Stage 2 b - Investing in Mutual funds
- Video: Diversification Revisited
- Video: Investment opportunity set with 2 risky assets and risk free asset
- Video: Investment opportunity set with 3 risky assets and risk free asset
- Video: The optimal allocation between risky and risk free asset
WEEK 5
Week 5
This module introduces you to analysis of bonds. After finishing this module you would be able to analyse various bonds and compare their performance.
4 videos
- Discussion Prompt: Resources
- Peer Review: Stage 3 - Investing in Bonds
- Video: Bonds : What are they?
- Video: Interest rates or Yields: Finding direction
- Video: Calling the bond: Expect the Unexpected
- Video: Bond Ratings: Necessary, not optional
WEEK 6
Week 6
In this module, you will combine all the answer templates and submit your final project.
Graded: Final Report
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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.
Pricing
| Audit | Purchase Course | |
|---|---|---|
| Access to course materials | Available | Available |
| Access to graded materials | Not available | Available |
| Receive a final grade | Not available | Available |
| Earn a shareable Course Certificate | Not available | Available |
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