Informações sobre o curso
4.5
26 classificações
6 avaliações
Programa de cursos integrados
100% online

100% online

Comece imediatamente e aprenda em seu próprio cronograma.
Prazos flexíveis

Prazos flexíveis

Redefinir os prazos de acordo com sua programação.
Horas para completar

Aprox. 14 horas para completar

Sugerido: 6 weeks of study...
Idiomas disponíveis

Inglês

Legendas: Inglês
Programa de cursos integrados
100% online

100% online

Comece imediatamente e aprenda em seu próprio cronograma.
Prazos flexíveis

Prazos flexíveis

Redefinir os prazos de acordo com sua programação.
Horas para completar

Aprox. 14 horas para completar

Sugerido: 6 weeks of study...
Idiomas disponíveis

Inglês

Legendas: Inglês

Programa - O que você aprenderá com este curso

Semana
1
Horas para completar
2 horas para concluir

Developing Asset Allocation Strategies

In Module 1, Capstone learners will research, develop and implement an asset allocation strategy for a $1 million simulated policy portfolio using a provided list of ETF assets covering US and global equities, fixed income, real estate, and commodities....
Reading
8 vídeos (total de (Total 48 mín.) min), 7 leituras, 1 teste
Video8 videos
Welcome and introduction to the Capstone7min
Welcome and introduction to Module 13min
Using Portfolio Visualizer – Historical Efficient Frontier6min
Using Portfolio Visualizer – Mean Variance Optimization6min
Overview of the Simulated Investment Management System (SIMS)5min
SIMS Usage – Module #19min
Exchange Traded Funds (ETFs)7min
Reading7 leituras
Capstone Syllabus10min
Pre-Course Survey10min
Portfolio Visualizer Website10min
Sim Portfolio Objectives, Activities, System and Grading – Overview & Module #110min
Simulated Portfolio Management System (SIMS)10min
Copying and Pasting Graphics into Excel10min
CFAI Investment Policy10min
Quiz1 exercício prático
Module #1 Self-Assessment of Understanding12min
Semana
2
Horas para completar
1 hora para concluir

Developing a Macro View / Tactical Portfolio Shifts

In this module, we will analyze and develop a view on macroeconomic trends that impact investment portfolios, will forecast near-term returns on simulated portfolio asset classes, and will make any needed tactical shifts to the policy portfolios. ...
Reading
5 vídeos (total de (Total 29 mín.) min), 3 leituras, 1 teste
Video5 videos
Macroeconomic Analysis5min
Forecasting Asset Class Returns8min
Using Portfolio Visualizer – Forecasted Efficient Frontier5min
SIMS Usage6min
Reading3 leituras
Portfolio Visualizer Website10min
Sim Portfolio Objectives, Activities, and Grading10min
Resources for US Market and Economic Data / Analysis10min
Quiz1 exercício prático
Module #2 Self-Assessment of Understanding16min
Semana
3
Horas para completar
1 hora para concluir

Behavioral Finance

This module, learners will advise case study clients on changes needed in their portfolios and investment behavior which demonstrate behavioral finance biases or puzzles and will also reflect on their own personal biases (either experienced or expected)....
Reading
2 vídeos (total de (Total 6 mín.) min), 2 leituras, 1 teste
Video2 videos
SIMS Usage3min
Reading2 leituras
Sim Portfolio Objectives, Activities, and Grading10min
Listing of Biases/Brief Definitions10min
Quiz1 exercício prático
Behavioral finance case studies24min
Semana
4
Horas para completar
1 hora para concluir

Styles of Investing

Learners will advise case study clients on styles of investing, becoming familiar with the use of Fama-French and Carhart factor model....
Reading
2 vídeos (total de (Total 8 mín.) min), 2 leituras, 1 teste
Video2 videos
Using Portfolio Visualizer – Factor Models7min
Reading2 leituras
Portfolio Visualizer Website10min
Investment Style Case Studies Quiz Instructions10min
Quiz1 exercício prático
Investment Styles Case Studies18min
4.5
6 avaliaçõesChevron Right

Melhores avaliações

por TPMar 16th 2018

Thank you Professor Jill Foote and the course team for a practical, well-organized, carefully crafted and clearly presented course.

por WCAug 15th 2017

A practical approach in managing investment portfolio.

Instrutores

Avatar

Jill Foote

Finance Faculty
Jones Graduate School of Business

Sobre Rice University

Rice University is consistently ranked among the top 20 universities in the U.S. and the top 100 in the world. Rice has highly respected schools of Architecture, Business, Continuing Studies, Engineering, Humanities, Music, Natural Sciences and Social Sciences and is home to the Baker Institute for Public Policy....

Sobre o Programa de cursos integrados Investment and Portfolio Management

In this four-course Specialization, you’ll learn the essential skills of portfolio management and personal investing. All investors – from the largest wealth funds to the smallest individual investors – share common issues in investing: how to meet their liabilities, how to decide where to invest, and how much risk to take on. In this Specialization, you will learn how to think about, discuss, and formulate solutions to these investment questions. You will learn the theory and the real-world skills necessary to design, execute, and evaluate investment proposals that meet financial objectives. You will begin with an overview of global financial markets and instruments that characterize the investment opportunities available to today’s investor. You will then learn how to construct optimal portfolios that manage risk effectively, and how to capitalize on understanding behavioral biases and irrational behavior in financial markets. You will learn the best practices in portfolio management and performance evaluation as well as current investment strategies. By the end of your Capstone Project, you will have mastered the analytical tools, quantitative skills, and practical knowledge necessary for long-term investment management success. To see an overview video for this Specialization, click here!...
Investment and Portfolio Management

Perguntas Frequentes – FAQ

  • Ao se inscrever para um Certificado, você terá acesso a todos os vídeos, testes e tarefas de programação (se aplicável). Tarefas avaliadas pelos colegas apenas podem ser enviadas e avaliadas após o início da sessão. Caso escolha explorar o curso sem adquiri-lo, talvez você não consiga acessar certas tarefas.

  • Quando você se inscreve no curso, tem acesso a todos os cursos na Especialização e pode obter um certificado quando concluir o trabalho. Seu Certificado eletrônico será adicionado à sua página de Participações e você poderá imprimi-lo ou adicioná-lo ao seu perfil no LinkedIn. Se quiser apenas ler e assistir o conteúdo do curso, você poderá frequentá-lo como ouvinte sem custo.

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