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 faz parte do Programa de cursos integrados Financial Markets and Investment Strategy
Financial Markets and Investment Strategy Capstone
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Informações sobre o curso
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Comece imediatamente e aprenda em seu próprio cronograma.
Prazos flexíveis
Redefinir os prazos de acordo com sua programação.
Nível iniciante
Aprox. 10 horas para completar
Sugerido: 3 hours/week
Inglês
Legendas: Inglês
Programa - O que você aprenderá com este curso
12 minutos para concluir
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 concluir
1 vídeo (Total 2 mín.)
1 vídeos
4 horas para concluir
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 concluir
3 vídeos (Total 18 mín.)
3 videos
Benchmarks for portfolio performance evaluation6min
Alternate performance measures4min
4 horas para concluir
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 concluir
5 horas para concluir
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 concluir
4 vídeos (Total 21 mín.)
4 videos
Investment opportunity set with 2 risky assets and risk free asset6min
Investment opportunity set with 3 risky assets and risk free asset6min
The optimal allocation between risky and risk free asset3min
oferecido por
Indian School of Business
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.
Sobre Programa de cursos integrados 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.
Perguntas Frequentes – FAQ
Quando terei acesso às palestras e às tarefas?
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.
O que recebo ao me inscrever nesta Especialização?
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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