Informações sobre o curso: This course teaches you the concepts of risk and expected return. This course presents an overview of the basic concepts and techniques used to construct financial portfolios. You will learn about the investment process and get a very good understanding of economic, industry, and company analyses. We will also look at understanding and interpreting major portfolio management and risk concepts. Through this course, you will discover the basic concepts of Modern Portfolio Theory. In the second half of the course we explore the frameworks to measure investment performance, as well as the various measures of investment performance. Finally, you will learn how to measure performance of equity, bonds and hedge funds. After completing this course, you will be able to appreciate the details that go into the creation of investment portfolios.

Desenvolvido por: Indian School of Business

Ministrado por: Ramabhadran Thirumalai, Assistant Professor
Indian School of Business

Informações básicas	Curso 2 de 5 no Financial Markets and Investment Strategy Specialization
Nível	Beginner
Idioma	English
Como ser aprovado	Seja aprovado em todas as tarefas para concluir o curso.
Classificação do usuário	4.4 estrelas Classificação média do usuário 4.4Veja o que os aprendizes disseram

Programa

SEMANA 1

Basics of Investments

The first module discusses the basics of investment process and the time value of money. The concept of time value of money is extended to value assets with cash flows. In the process, we develop shortcuts for valuing annuities and perpetuities. The student is then introduced to the concept of Risk and Return. The module ends with a discussion of Utility theory.

10 vídeos, 3 leituras

Vídeo: Introduction
Vídeo: Investment Process
Vídeo: Investment Philosophies
Reading: 6 Different Investment Philosophies
Reading: Common Investment Strategies of Fund Managers
Vídeo: Introduction to Time Value of Money
Vídeo: Ordinary Annuity
Vídeo: Compounding frequency and Effective Annual Rate
Vídeo: Annuity Due
Vídeo: Perpetuities and stock valuation
Vídeo: Expected returns and risk
Vídeo: Utility theory
Reading: Utility theory and Attitude toward Risk

Nota atribuída: Week 1 Assessment

SEMANA 2

Concept of risk and return

The second module introduces the student to the concept of portfolio math and the concept of diversification. The student is taught how to construct the investment opportunity set with risky assets and risk-free asset.The student is then introduced to the concept of Market portfolio and the Capital market line.

10 vídeos, 4 leituras

Vídeo: Investment Choices and Portfolios
Vídeo: Capital Allocation
Vídeo: Risky portfolios
Vídeo: Diversification and efficient frontier
Vídeo: Two fund separation
Vídeo: Diversification revisited
Reading: The pros' guide to diversification
Reading: Diversification: How much is too much?
Reading: The 15-Stock Diversification Myth
Vídeo: Investment opportunity set with two risky assets and a risk-free asset
Vídeo: Investment opportunity set with three risky assets and a risk-free asset
Vídeo: The optimal allocation between risky and risk-free assets
Vídeo: The market portfolio and the capital market line
Reading: Does the composition of the market portfolio really matter?

Nota atribuída: Week 2 - Assessment

SEMANA 3

Understanding investments

This module introduces the CAPM model and the concept of Beta. The student is taught how to calculate the Beta of a security. The student is also introduced to arbitrage pricing theory.

10 vídeos, 2 leituras

Vídeo: The CAPM
Vídeo: Calculating the CAPM beta
Reading: Does the Capital Asset Pricing Model Work?
Vídeo: The security market line
Vídeo: Equilibrium
Vídeo: Disequilibrium
Vídeo: Estimating beta from data
Vídeo: Miscellaneous topics on beta
Vídeo: Determinants of the market risk premium
Vídeo: Multifactor models
Vídeo: The arbitrage pricing theory
Reading: Multifactor Models

Nota atribuída: Week 3 - Assessment

SEMANA 4

Security analysis

The main focus of this module is portfolio performance evaluation. You will learn equity valuation.

10 vídeos, 3 leituras

Vídeo: Identifying arbitrage opportunities
Vídeo: The arbitrage-free price
Vídeo: Commonly-used risk factors
Vídeo: Dividend discount models
Vídeo: The growth rate of dividends
Vídeo: Valuation based on comparable firms
Vídeo: The PEG ratio and other valuation multiples
Vídeo: Measuring portfolio or fund returns
Vídeo: Benchmarks for portfolio performance evaluation
Vídeo: Alternate performance measures
Reading: The Challenge: How To Benchmark Your Investment Portfolio
Reading: Performance Measurement: The What, Why, and How of the Investment Management Process
Reading: The 101 ways to measure portfolio performance

Nota atribuída: Week 4 - Assessment

SEMANA 5

Final Assessment

This module tests the understanding of the student in the topics covered so far.

Nota atribuída: Comprehensive Assessment

Perguntas frequentes

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Como funciona

Coursework

Each course is like an interactive textbook, featuring pre-recorded videos, quizzes and projects.

Help from Your Peers

Connect with thousands of other learners and debate ideas, discuss course material, and get help mastering concepts.

Certificates

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Desenvolvedores

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.

Custo

	Comprar curso
Acesso aos materiais do curso	Disponível
Acesso a materiais valendo nota	Disponível
Receba uma nota final	Disponível
Obtenha um Certificado de Curso compartilhável	Disponível

Classificações e avaliações

Avaliado em 4.4 de 5 decorrente de 106 avaliações

This course explains the mathematical nuances of portfolio theory really well.

It is a good course. Lecture material (transcript, slides, etc) and reading references are valuable. Reading equations from slides as part of the lecture is not necessary.

This course is like a essential step towards learning financial management. A great course with broad coverage of topics offering in depth and connective understanding.