Acerca de este curso: In this Capstone project, you will have to choose between three different characters (each with a unique set of financial constraints and objectives) and design an appropriate wealth plan for them over the next 5 years. You will have to use the knowledge you gained in each of the four preceding courses to reach that objective. Indeed, you will need to know which assets to consider and how to manage them depending on changes in the economic outlook (Course 1), how to evaluate and deal with your character's emotional biases in order to suggest them a wealth strategy they will be able to follow (Course 2), how to build an optimal portfolio and manage its risk once the strategy has been designed (Course 3) and how to adequately measure the performance of your plan while taking advantage of investment vehicles and future trends in the investment management industry to further your character's goals (Course 4). This Capstone project was designed in collaboration with UBS, our corporate partner, who benefits from years of experience in guiding clients with their wealth planning.
Creada por: Universidad de Ginebra
Enseñado por: University of Geneva- Michel Girardin, Lecturer in Macro-Finance - Project Leader for the "Investment Management" specialization
Geneva Finance Research Institute
| Información básica | Curso 5 de 5 en Investment Management Specialization |
| Idioma | English |
| Cómo aprobar | Aprueba todas las tareas calificadas para completar el curso. |
| Calificaciones del usuario |
Programa
SEMANA 1
Client Profile
16 videos, 1 reading
- Vídeo: Client profile - Quick recap - part 1
- Vídeo: Client profile - Quick recap - part 2
- Vídeo: The basic steps in investment
- Vídeo: Cognitive biases when choosing which assets to look at
- Vídeo: Cognitive biases when processing financial information
- Vídeo: Cognitive biases when rebalancing your portfolio
- Vídeo: Cognitive biases when evaluating performance
- Vídeo: Wrap-up
- Vídeo: How our emotions impact our investment decisions
- Vídeo: Why we trade
- Vídeo: What can we learn from this?
- Cuadro de aviso de la discusión: Cognitive biases and emotions
- Vídeo: The key things you need to know to define your investment profile - UBS guest speaker
- Vídeo: The path from an investor's profile to his/her optimal investment strategy - UBS guest speaker
- Vídeo: How our age and wealth affect our investment profile - Main views
- Vídeo: How our age and wealth affect our investment profile - Robo-advisors
- Cuadro de aviso de la discusión: Investment profile
- Leyendo: Pick a client!
Calificado: Assignment for the first milestone: client profile
SEMANA 2
Investment Policy
13 videos
- Vídeo: Risk as volatility?
- Vídeo: The risk-return trade-off - UBS guest speaker
- Vídeo: Measuring our risk tolerance
- Cuadro de aviso de la discusión: Risk-return trade-off
- Vídeo: Distribution of returns - Graphical representation
- Vídeo: Distribution of returns - Numbers
- Vídeo: The impact of correlation - The benefits of diversification
- Vídeo: The impact of correlation - Maximizing diversification
- Cuadro de aviso de la discusión: Startegic Asset Allocation
- Vídeo: A first example of an anticipation crisis: 1987 - The "Fed Model"
- Vídeo: A first example of an anticipation crisis: 1987 - The crash
- Vídeo: A second example of an anticipation crisis - 2000
- Vídeo: Key drivers of tactical asset allocation - Goals
- Vídeo: Key drivers of tactical asset allocation - Implementation
- Cuadro de aviso de la discusión: Tactical Asset Allocation
Calificado: Assignment for the second milestone: investment policy
SEMANA 3
First Reporting and Rebalancing
7 videos
- Vídeo: Risk management applied to portfolio allocation
- Vídeo: Defining the Value-at-Risk
- Vídeo: Computing the Value-at-Risk
- Vídeo: Defining the Expected Shortfall
- Vídeo: Computing the Expected Shortfall
- Vídeo: Risk as volatility?
- Cuadro de aviso de la discusión: Risk management
Calificado: Assignment for the third milestone: first reporting and rebalancing
SEMANA 4
Final Reporting
6 videos
- Vídeo: The Sharpe, Treynor and Sortino ratios - Sharpe
- Vídeo: The Sharpe, Treynor and Sortino ratios - Treynor and Sortino
- Vídeo: Beating the benchmark or the peer group? - Peer group analysis
- Vídeo: Beating the benchmark or the peer group? - Screening criteria
- Cuadro de aviso de la discusión: Performance measurement
- Vídeo: A few concluding words
Calificado: Assignment for the fourth milestone: final reporting
Preguntas Frecuentes
Cómo funciona
Trabajo del curso
Cada curso es como un libro de texto interactivo, con videos pregrabados, cuestionarios y proyectos.
Ayuda de tus compañeros
Conéctate con miles de estudiantes y debate ideas y materiales del curso, y obtén ayuda para dominar los conceptos.
Certificados
Obtén reconocimiento oficial por tu trabajo y comparte tu éxito con amigos, compañeros y empleadores.
Creadores
Universidad de Ginebra
Founded in 1559, the University of Geneva (UNIGE) is one of Europe's leading universities. Devoted to research, education and dialogue, the UNIGE shares the international calling of its host city, Geneva, a centre of international and multicultural activities with a venerable cosmopolitan tradition.
Tarifa
| Comprar curso | |
|---|---|
| Accede a los materiales del curso | Disponible |
| Accede a los materiales con calificación | Disponible |
| Recibe una calificación final | Disponible |
| Obtén un Certificado de curso para compartir | Disponible |
Calificaciones y revisiones
Very good
Passing this course is such a great pleasure! and a bit pain to miss the great teachers at University of Geneva and the mentors of UBS! Always be grateful to them for their great effort! Salute to Prof. Michel Girardin for guiding us through such an abstract subject like finance/investment with such ease and smile.
While the Capstone project was good, challenging and covered the topics taught in a sequential manner, I believe it could have been better.
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Excelente !!!