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.
Este curso forma parte de Programa Especializado - Financial Markets and Investment Strategy
15 calificaciones
ofrecido por
Programa Especializado - Financial Markets and Investment StrategyEscuela de Negocios de la IndiaAcerca de este Curso
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Certificado para compartir
Obtén un certificado al finalizar
100 % en línea
Comienza de inmediato y aprende a tu propio ritmo.
Fechas límite flexibles
Restablece las fechas límite en función de tus horarios.
Nivel principiante
Aprox. 22 horas para completar
Inglés (English)
Subtítulos: Inglés (English)
Certificado para compartir
Obtén un certificado al finalizar
100 % en línea
Comienza de inmediato y aprende a tu propio ritmo.
Fechas límite flexibles
Restablece las fechas límite en función de tus horarios.
Nivel principiante
Aprox. 22 horas para completar
Inglés (English)
Subtítulos: Inglés (English)
ofrecido por
Escuela de Negocios de la India
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.
Programa - Qué aprenderás en este curso
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.
12 minutos para completar
1 video (Total 2 minutos)
1 video
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.
4 horas para completar
3 videos (Total 18 minutos)
3 videos
Benchmarks for portfolio performance evaluation6m
Alternate performance measures4m
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.
4 horas para completar
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.
5 horas para completar
4 videos (Total 21 minutos)
4 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
Acerca de 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.
Preguntas Frecuentes
When will I have access to the lectures and assignments?
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The course may not offer an audit option. You can try a Free Trial instead, or apply for Financial Aid.
The course may offer 'Full Course, No Certificate' instead. This option lets you see all course materials, submit required assessments, and get a final grade. This also means that you will not be able to purchase a Certificate experience.
What will I get if I subscribe to this Specialization?
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.
What is the refund policy?
If you subscribed, you get a 7-day free trial during which you can cancel at no penalty. After that, we don’t give refunds, but you can cancel your subscription at any time. See our full refund policy.
Is financial aid available?
Yes, Coursera provides financial aid to learners who cannot afford the fee. Apply for it by clicking on the Financial Aid link beneath the "Enroll" button on the left. You'll be prompted to complete an application and will be notified if you are approved. You'll need to complete this step for each course in the Specialization, including the Capstone Project. Learn more.
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