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.
Este curso faz parte do Programa de cursos integrados Gestão de investimentos
Meeting Investors' Goals
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Informações sobre o curso
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comecei uma nova carreira após concluir estes cursos
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consegui um benefício significativo de carreira com este curso
Habilidades que você terá
Portfolio ConstructionInvestment StyleCognitive BiasInvestment
Resultados de carreira do aprendiz
14%
comecei uma nova carreira após concluir estes cursos
21%
consegui um benefício significativo de carreira com este curso
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Comece imediatamente e aprenda em seu próprio cronograma.
Curso 2 de 5 no
Prazos flexíveis
Redefinir os prazos de acordo com sua programação.
Aprox. 16 horas para completar
Sugerido: 7 hours/week
Inglês
Legendas: Inglês
Programa - O que você aprenderá com este curso
1 hora para concluir
General Introduction and Key Concepts
In this introductory week, we will start by illustrating how emotions can hinder sensible investment decisions. You will then have the opportunity to check if you master the concepts of the first course that are important for this second course. Finally, we will lay the ground for next week’s content by looking at rational decision making.
1 hora para concluir
7 vídeos (Total 36 mín.), 2 leituras, 3 testes
7 videos
An example: buying is easy, but when is it a good time to sell? - Buying7min
An example: buying is easy, but when is it a good time to sell? - Holding3min
An example: buying is easy, but when is it a good time to sell? - Selling10min
The key things you need to know to define your investment profile - UBS guest speaker4min
What you will learn in this Module1min
Rational decision making7min
2 leituras
Course syllabus5min
Glossary10min
3 exercícios práticos
Practice quiz on the relevant content of Course 1 (Understanding Financial Markets)10min
Guess 2/3 of the average2min
Graded quiz on the content of Week 110min
2 horas para concluir
How Individuals Make Financial Decisions
The focus of this second week is on you, the investor: what are the reasons you participate in financial markets? How do you make investment decisions? What can go wrong in your decision process and what are the consequences? What can you do about it? To answer these questions, we will talk about cognitive biases, emotions and moral values and their respective link with investment decisions.
2 horas para concluir
15 vídeos (Total 83 mín.)
15 videos
The basic steps in investment2min
Biases when choosing which assets to look at3min
Biases when processing financial information4min
Biases when rebalancing you portfolio4min
Biases when evaluating performance2min
Wrap up3min
How our emotions impact our investment decisions4min
Why we trade6min
What can we learn from this?9min
The role of media in financial markets10min
Honesty and trust in investment decision making - Study design10min
Honesty and trust in investment decision making - Study results5min
Impact Investing - UBS guest speaker4min
Are emotions always a bad thing in investing?4min
1 exercício prático
Graded quiz on the content of Week 210min
3 horas para concluir
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 concluir
18 vídeos (Total 138 mín.)
18 videos
Defining market efficiency6min
Testing for the efficient market hypothesis: Weak form7min
Testing for the efficient market hypothesis: Semi strong form6min
Testing for the efficient market hypothesis: Strong form4min
Overview of different origins of financial crises3min
A first example for the development and fallout of a real crisis: the VW scandal4min
A second example for the development and fallout of a real crisis: oil shocks - 1970s8min
A second example for the development and fallout of a real crisis: oil shocks - 2000s6min
A first example of an anticipation crisis: 1987 - The "Fed Model"9min
A first example of an anticipation crisis: 1987 - The crash8min
A second example of an anticipation crisis: 200010min
The perfect storm: the global financial crisis - Global imbalances9min
The perfect storm: the global financial crisis - Policy errors9min
The perfect storm: the global financial crisis - Lax regulation7min
How do central banks deal with the issue of financial (in)stability? - Course 1 recap10min
How do central banks deal with the issue of financial (in)stability? - Asset prices8min
An interview with Prof. Jean-Pierre Danthine16min
2 exercícios práticos
Graded quiz on market efficiency10min
Graded quiz on the origins of financial bubbles and crises10min
2 horas para concluir
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 concluir
11 vídeos (Total 87 mín.)
11 videos
Building a portfolio the top-down way – Definition8min
Building a portfolio the top-down way – Use7min
Building a portfolio the top-down way – Importance6min
Portfolio construction via bottom-up - UBS guest speaker7min
Value versus growth12min
Fundamental or quantitative driven style? - UBS guest speaker3min
Contrarian versus momentum - Momentum10min
Contrarian versus momentum - Contrarian8min
Core & satellite11min
Thematic investing - UBS guest speaker3min
2 exercícios práticos
Graded quiz on portfolio construction10min
Graded quiz on investment styles10min
Avaliações
Principais avaliações do MEETING INVESTORS' GOALS
por MBNov 22, 2016
I heartily thank everyone participate in this course . this course gave me a comprehensive knowledge about different types of investment styles and the optimum way to build an investment portfolio .
por MUOct 22, 2016
I love this course because I was planning to start investing in the Bovespa (Sao Paulo, Brazil) following only the guides of sensational analysts. This course recommends being cautious. Thank you.
por SXMar 4, 2019
Excellent coverage of topics. Personal favorite was the behavioral aspects in investing- the biases. Great practical industry insights from the UBS team as well. Highly recommended course.
por DGJun 4, 2016
I really enjoy the course. I'm working in the financial industry from 16 years but there is always something to learn and this course is very complete and explain more what we were living
por FKMay 6, 2019
It was very productive course. I've gained a lot of efficient, useful knowledge. Now I have a quite blurry picture of what investment is. Special thanks to Prof. Michel Girardin
por ADJul 15, 2017
this is a very good course. I couldn't have learnt much anywhere else. The practical examples and assignment help you get a grip on how to apply your skills to the real world.
por RDNov 2, 2017
extremely good, the information is accurate and correct, I could learn a lot and get a much more global vision of the construction of portfolios and the styles of investors
por LWMar 7, 2019
My only complaint was the assignment requiring evaluation by other students as this made the asynchronous nature of the course more synchronous and dependent on others.
por ABSep 16, 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 BRDec 9, 2016
Great course! This has definitely helped me understand how to Meet an Investor's Goal, along with how companies decide on investments relative to a client's needs.
por ASDec 30, 2016
Great adventure to deeper understanding and building new investor`s goals and opportunities. One of the best classes I ever seen. Thank you very much!
por KSSep 27, 2016
Fantastic! This course will help you to learn how to deal with your customer, how to built an investment strategy and also learn about past crisis.
oferecido por
Universidade de GenebraUniversidade de Genebra
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.
Sobre Programa de cursos integrados Gestão de investimentos
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.
Director of this Specialization and main teaching contributor: Dr. Michel Girardin, Lecturer in Macro-Finance, University of Geneva
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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