About this course: In this course, you will learn about the famous dichotomy between active and passive investing, how to appropriately measure and analyze investment performance and what the future trends in the investment management industry are. You will first learn about absolute and relative performance, risk-adjusted returns and how to decompose investment performance. The focus will then shift to the two main categories of investment vehicles, active and passive funds, and what they entail in terms of expected performance. Finally, you will explore the worlds of sustainable finance, neurofinance and fintech, three areas of research that will shape the future of the investment management industry. You will also benefit from the insights of experts from UBS, our corporate partner, on the practical implementation of the various concepts we will develop in this course.
Taught by: University of Geneva- Tony Berrada, SFI Associate Professor of Finance
Geneva Finance Research Institute
Taught by: University of Geneva- Ines Chaieb, SFI Associate Professor of Finance
Geneva Finance Research Institute
Taught by: University of Geneva- Jonas Demaurex, Teaching Assistant
Geneva Finance Research Institute
Taught by: University of Geneva- Rajna Gibson Brandon, SFI Senior Chaired Professor of Finance and Managing Director of the GFRI
Geneva Finance Research Institute
Taught by: University of Geneva- Michel Girardin, Lecturer in Macro-Finance - Project Leader for the "Investment Management" specialization
Geneva Finance Research Institute
Taught by: University of Geneva- Philipp Krueger, SFI Assistant Professor of Finance
Geneva Finance Research Institute
Taught by: University of Geneva- Kerstin Preuschoff, Associate Professor of Neurofinance and Neuroeconomics
Geneva Finance Research Institute
Taught by: University of Geneva- Olivier Scaillet, SFI Senior Chaired Professor of Finance and Vice-dean (research) at GSEM
Geneva Finance Research Institute
Taught by: University of Geneva- Philip Valta, SFI Assistant Professor of Finance
Geneva Finance Research Institute
| Basic Info | Course 4 of 5 in the Investment Management Specialization |
| Commitment | 4 weeks of study, 1-3 hours/week |
| Language | English |
| How To Pass | Pass all graded assignments to complete the course. |
| User Ratings |
- Video: Why you should choose this course
- Video: Some common mistakes you will no longer make after this course - Performance
- Video: Some common mistakes you will no longer make after this course - Selling
- Video: What is useful to know before this course?
- Video: Some products you will master when you next meet your bank advisor - Mutual funds
- Video: Some products you will master when you next meet your bank advisor - Closed-end funds
- Reading: Glossary
- Video: Introduction to active versus passive management - Definitions
- Video: Introduction to active versus passive management - Passive
- Video: Introduction to active versus passive management - Active
- Discussion Prompt: Would you favor active over passive management?
- Video: What you will learn in this Module
- Video: Choosing the right benchmark - UBS guest speaker
- Video: Shifting from relative to absolute return mandates
- Discussion Prompt: Would you rather opt for an absolute or a relative return mandate?
- Video: The Sharpe, Treynor and Sortino ratios - Sharpe
- Video: The Sharpe, Treynor and Sortino ratios - Treynor and Sortino
- Video: Tracking Error - UBS guest speaker
- Video: Using asset pricing models to estimate fund performance
- Video: Defining performance analysis - UBS guest speaker
- Video: Performance attribution - Introduction
- Video: Performance attribution - Example
- Video: What you will learn in this module
- Video: Dimensions in ETF selection - UBS guest speaker
- Video: Beating the benchmark or the peer group? - Peer group analysis
- Video: Beating the benchmark or the peer group? - Screening criteria
- Video: The information ratio says it all
- Video: What are the pros and cons of a structured product?
- Video: Searching for hedge fund alpha: lessons from academia - Asset pricing model
- Video: Searching for hedge fund alpha: lessons from academia - Evidence
- Video: Do active funds really outperform passive funds? - Preliminaries
- Video: Do active funds really outperform passive funds? - Evidence
- Video: Active versus passive management - UNIGE & UBS Discussion - Part 1
- Video: Active versus passive management - UNIGE & UBS Discussion - Part 2
- Discussion Prompt: What is your main takeaway from the active versus passive discussion?
- Video: What you will learn in this Module
- Video: Corporate sustainability and sustainable investing
- Video: Sustainable investing: exclusion, impact investing & integration - UBS guest speaker
- Video: Does sustainable investing perform in line with traditional investing? - Theoretical arguments
- Video: Does sustainable investing perform in line with traditional investing? - Evidence
- Video: Climate change and capital markets - Introduction
- Video: Climate change and capital markets - Methodology
- Discussion Prompt: How important is sustainable investing to you?
- Video: What is Neurofinance?
- Video: Understanding brain activity for better investment decisions
- Video: Can business analytics (Big Data) improve the value-added of TAA?
- Video: Using a Robo-advisor to better shape the SAA
- Video: Specialization Outro
Each course is like an interactive textbook, featuring pre-recorded videos, quizzes and projects.
Connect with thousands of other learners and debate ideas, discuss course material, and get help mastering concepts.
Earn official recognition for your work, and share your success with friends, colleagues, and employers.
| 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 |
Vielen Dank!!!!!
Excellent walk through of the current Major developments in the
Necessary to have completed previous courses from the University of Geneva to make the most of this course (or at least have some previous exposure to finance). Out of all the courses in the Specialisation in Financial Markets, maybe the least valid course. Still excellent material, but more in the sense of introducing the hottest trends rather than exploring them in any depth.
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Very well!