Este curso forma parte de Programa especializado: Gestión de inversiones

4.8
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1,732 calificaciones

94 %

University of Geneva- Tony Berrada +6 instructores más

34.193 ya inscrito

Ofrecido Por

Programa especializado: Gestión de inversionesUniversidad de Ginebra

Acerca de este Curso

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In this course, you will dive into the concepts of rationality and irrationality and understand how they impact our investment decisions and what the consequences can be at the market level.
You will first explore the different biases that we, as humans, are subjected to when facing investment decisions and how they may impact the outcomes of these decisions. Moreover, you will see how emotions and ethical concerns such as honesty and trust influence market participants. When they are considered as a group rather than individually, you will discover how rationality and irrationality can drive asset prices to and away from their fair value. Finally, you will be presented with different portfolio construction methodologies and investment styles that make up the landscape of today's portfolio management industry. 

At key points throughout the course, you will benefit from the practical knowledge of experts from our corporate partner, UBS, in how to build and manage clients' portfolios.

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.

Laboratorios de Coursera

Incluye proyectos de aprendizaje prácticos.

Obtén más información sobre los laboratorios de Coursera

Curso 2 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

Portfolio Construction
Investment Style
Cognitive Bias
Investment

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.

Laboratorios de Coursera

Incluye proyectos de aprendizaje prácticos.

Obtén más información sobre los laboratorios de Coursera

Curso 2 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

4,87/5 (150 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 contenido94%(5,307 calificaciones)

Semana1

Semana 1

1 hora para completar

General Introduction and Key Concepts

1 hora para completar

7 videos (Total 36 minutos), 2 lecturas, 3 cuestionarios

7 videos

Why you should choose this course2mAn example: buying is easy, but when is it a good time to sell? - Buying7mAn example: buying is easy, but when is it a good time to sell? - Holding3mAn example: buying is easy, but when is it a good time to sell? - Selling10mThe key things you need to know to define your investment profile - UBS guest speaker4mWhat you will learn in this Module1mRational decision making7m

2 lecturas

Course syllabus5mGlossary10m

3 ejercicios de práctica

Practice quiz on the relevant content of Course 1 (Understanding Financial Markets)10mGuess 2/3 of the average2mGraded quiz on the content of Week 110m

Semana2

Semana 2

2 horas para completar

How Individuals Make Financial Decisions

2 horas para completar

15 videos (Total 83 minutos)

15 videos

How our brain may misinterpret information4mThe basic steps in investment2mBiases when choosing which assets to look at3mBiases when processing financial information4mBiases when rebalancing you portfolio4mBiases when evaluating performance2mWrap up3mHow our emotions impact our investment decisions4mWhy we trade6mWhat can we learn from this?9mThe role of media in financial markets10mHonesty and trust in investment decision making - Study design10mHonesty and trust in investment decision making - Study results5mImpact Investing - UBS guest speaker4mAre emotions always a bad thing in investing?4m

1 ejercicio de práctica

Graded quiz on the content of Week 210m

Semana3

Semana 3

3 horas para completar

Market Efficiency, Bubbles & Crises

In this third week, we will have a look at investors’ behavior as a group. How does it impact asset prices? How do these prices reflect available information? What does it imply for the profitability of some trading strategies? What can go wrong in this price formation process and how can (and did) it cause financial bubbles and crises? This week also features as special guest: Prof. Jean-Pierre Danthine, former vice-chairman of the Swiss National Bank, who will offer insights into some of these issues.

3 horas para completar

18 videos (Total 138 minutos)

18 videos

What you will learn in this Module53sDefining market efficiency6mTesting for the efficient market hypothesis: Weak form7mTesting for the efficient market hypothesis: Semi strong form6mTesting for the efficient market hypothesis: Strong form4mOverview of different origins of financial crises3mA first example for the development and fallout of a real crisis: the VW scandal4mA second example for the development and fallout of a real crisis: oil shocks - 1970s8mA second example for the development and fallout of a real crisis: oil shocks - 2000s6mA first example of an anticipation crisis: 1987 - The "Fed Model"9mA first example of an anticipation crisis: 1987 - The crash8mA second example of an anticipation crisis: 200010mThe perfect storm: the global financial crisis - Global imbalances9mThe perfect storm: the global financial crisis - Policy errors9mThe perfect storm: the global financial crisis - Lax regulation7mHow do central banks deal with the issue of financial (in)stability? - Course 1 recap10mHow do central banks deal with the issue of financial (in)stability? - Asset prices8mAn interview with Prof. Jean-Pierre Danthine16m

2 ejercicios de práctica

Graded quiz on market efficiency10mGraded quiz on the origins of financial bubbles and crises10m

Semana4

Semana 4

2 horas para completar

Portfolio Construction and Investment Styles

In this final week, we will look at two main portfolio construction methodologies: top-down and bottom-up. We will see how they differ but also how they can be combined. In the second lesson, we will review some important investment styles that are commonly used in the portfolio management industry. In this final lesson, you will also be given the opportunity to experiment with different trading strategies and compare your results with fellow learners.

2 horas para completar

11 videos (Total 87 minutos)

11 videos

What you will learn in this Module5mBuilding a portfolio the top-down way – Definition8mBuilding a portfolio the top-down way – Use7mBuilding a portfolio the top-down way – Importance6mPortfolio construction via bottom-up - UBS guest speaker7mValue versus growth12mFundamental or quantitative driven style? - UBS guest speaker3mContrarian versus momentum - Momentum10mContrarian versus momentum - Contrarian8mCore & satellite11mThematic investing - UBS guest speaker3m

2 ejercicios de práctica

Graded quiz on portfolio construction10mGraded quiz on investment styles10m

Reseñas

4.8

288 reseña

5 stars
80,32 %
4 stars
16,90 %
3 stars
2,13 %
2 stars
0,23 %
1 star
0,40 %

Principales reseñas sobre MEETING INVESTORS' GOALS

por AN16 de sep. de 2016

i recommend this course for every one interested to understand the dynamics of financial markets and the future trends of financial markets and portfolio management

por NB6 de abr. de 2016

Great course! I like how it explained basic ideas of setting up an investment portfolio. And how it went into detail, such as thematic investing.

por DA4 de dic. de 2016

One of the best courses I've found about investment strategies and styles. It was also very interesting the impact of emotions and cognitive biases in our investment decisions. Highly recommended.

por RS29 de jun. de 2020

Lots of learning in this course. All the lessons were interesting. Loved the way Professor Michel taught and also loved his inverted graphs. Thank you all.

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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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Desarrolla habilidades para tus empleados e impulsa los resultados de la empresa

Descubre Coursera para Empresas

Meeting Investors' Goals

Acerca de este Curso

Habilidades que obtendrás

Instructores

University of Geneva- Tony Berrada

University of Geneva- Jonas Demaurex

University of Geneva- Rajna Gibson Brandon

University of Geneva- Michel Girardin

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

How Individuals Make Financial Decisions

Market Efficiency, Bubbles & Crises

Portfolio Construction and Investment Styles

Reseñas

Principales reseñas sobre MEETING INVESTORS' GOALS

Acerca de Programa especializado: Gestión de inversiones

Preguntas Frecuentes

Aprende algo nuevo

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Meeting Investors' Goals

Acerca de este Curso

Habilidades que obtendrás

Instructores

University of Geneva- Tony Berrada

University of Geneva- Jonas Demaurex

University of Geneva- Rajna Gibson Brandon

University of Geneva- Michel Girardin

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

How Individuals Make Financial Decisions

Market Efficiency, Bubbles & Crises

Portfolio Construction and Investment Styles

Reseñas

Principales reseñas sobre MEETING INVESTORS' GOALS

Acerca de Programa especializado: Gestión de inversiones

Preguntas Frecuentes

Coursera Footer

Aprende algo nuevo

Cursos populares de ciencia de los datos

Cursos populares de ciencias de la computación y TI

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