Informações sobre o curso

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Prazos flexíveis
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Aprox. 21 horas para completar
Inglês
Legendas: Inglês

Habilidades que você terá

Risk ManagementPortfolio ConstructionRisk AnalysisPortfolio Optimization

Resultados de carreira do aprendiz

50%

comecei uma nova carreira após concluir estes cursos

50%

consegui um benefício significativo de carreira com este curso
Certificados compartilháveis
Tenha o certificado após a conclusão
100% on-line
Comece imediatamente e aprenda em seu próprio cronograma.
Prazos flexíveis
Redefinir os prazos de acordo com sua programação.
Aprox. 21 horas para completar
Inglês
Legendas: Inglês

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Universidade Rice

Programa - O que você aprenderá com este curso

Classificação do conteúdoThumbs Up93%(1,698 classificações)Info
Semana
1

Semana 1

5 horas para concluir

Module 1- Introduction & Risk and Return

5 horas para concluir
10 vídeos (Total 64 mín.), 11 leituras, 4 testes
10 videos
Overview – No free lunches! Risk and return trade-off4min
Measuring returns: Geometric average returns6min
Measuring returns: Arithmetic average returns4min
Measuring risk: Volatility of returns8min
Alternative measures of risk7min
More on measuring risk and risk measures4min
Measuring risk and return: Illustration with four stocks8min
Historical record on risk-return patterns8min
Summary1min
11 leituras
Grading Policy10min
How to use discussion forums10min
Meet & Greet: Get to know your classmates10min
Pre-Course Survey10min
Lecture handouts: Risk and return: Measuring returns10min
Risk and return: Measuring returns Quiz Solutions10min
Lecture handouts: Risk and return: Measuring risk10min
Risk & Return: Measuring risk Quiz solutions10min
Lecture handouts: Risk and return: Historical record10min
Investing: Stocks for the long run (optional)10min
Module 1: Risk & Return Solutions10min
3 exercícios práticos
Risk and return: Measuring returns10min
Risk & Return: Measuring risk10min
Module 1: Risk & Return20min
Semana
2

Semana 2

6 horas para concluir

Module 2: Portfolio construction and diversification

6 horas para concluir
16 vídeos (Total 83 mín.), 12 leituras, 6 testes
16 videos
Measuring the expected return of a portfolio8min
Let’s review how we measure risk for a single asset4min
Finding the volatility of a portfolio return3min
Portfolio volatility: Another example2min
Measuring the co-movement between securities9min
Putting it all together… portfolio risk and diversification7min
Diversification and portfolio risk3min
Diversification: A graphical illustration with two assets4min
Diversification: A graphical illustration with three assets3min
Diversification: Systematic risk and idiosyncratic risk7min
Diversification: An illustration from international equity markets (US and Japan only)11min
Mean-variance frontier and efficient portfolios: International equity investment example (G5 countries)5min
Are you diversified adequately?4min
Mean-variance portfolio analysis5min
Summary1min
12 leituras
Lecture handouts: Measuring portfolio expected return
Measuring expected portfolio return Quiz solutions10min
Lecture handouts: Measuring portfolio volatility
Measuring portfolio volatility Quiz solutions10min
Accompanying spreadsheets for "Diversification: An illustration from international equity markets (US and Japan only)"10min
A Note on using EXCEL Solver10min
Lecture handouts: Diversification and portfolio risk
Lecture handouts: Mean-variance frontier and efficient portfolios: International equity investment example
Diversification and portfolio risk Quiz solutions10min
Equity investing: Globalization and diversification (optional)10min
Lecture handouts: Are you adequately diversified?
Module 2: Portfolio construction and diversification- Solutions10min
4 exercícios práticos
Measuring expected portfolio return16min
Measuring portfolio volatility20min
Diversification and portfolio risk30min
Module 2: Portfolio construction and diversification20min
Semana
3

Semana 3

2 horas para concluir

Module 3: Mean-variance preferences

2 horas para concluir
7 vídeos (Total 47 mín.), 7 leituras, 3 testes
7 videos
Preferences: Utility functions8min
Risk aversion9min
Expected utility6min
Mean-variance preferences8min
Portfolio choice problem with mean-variance preferences: A graphical illustration with equity and bond data10min
Summary1min
7 leituras
Lecture handouts: Utility and risk aversion
A note on measuring risk aversion and certainty equivalent10min
Utility and Risk aversion Quiz solutions10min
Lecture handouts: Mean-variance preferences
Portfolio choice with mean-variance preferences quiz solutions10min
Measure your own risk tolerance10min
Module 3: Mean-variance preferences- Solutions10min
3 exercícios práticos
Utility and risk aversion10min
Portfolio choice with mean-variance preferences16min
Module 3: Mean-variance preferences12min
Semana
4

Semana 4

5 horas para concluir

Module 4: Optimal capital allocation and portfolio choice

5 horas para concluir
10 vídeos (Total 63 mín.), 12 leituras, 3 testes
10 videos
Capital allocation line11min
Solving for the optimal capital allocation7min
Optimal capital allocation example: U.S. equities and Treasuries10min
Finding the optimal risky portfolio: Maximizing the Sharpe ratio6min
Main insight: The optimal risky portfolio is independent of preferences2min
Finding the optimal risk portfolio when you have multiple risky securities10min
Investment decision process5min
What’s wrong with mean-variance portfolio analysis?4min
Summary2min
12 leituras
A note on optimal capital allocation10min
Accompanying spreadsheets for "Optimal Capital Allocation Example: US Equities and Treasuries"10min
Lecture handouts: Mean-variance optimization
Mean-variance optimization Quiz solutions10min
Analytical solution to MVE portfolio (two risky assets)10min
A note on finding the mean variance efficient portfolio (Two risky assets)10min
Accompanying spreadsheets for "Finding the optimal risky portfolio: Maximizing the Sharpe ratio"10min
A note on finding the minimum variance frontier with multiple risky assets10min
Accompanying spreadsheet for finding minimum variance frontier with multiple risky assets10min
Lecture handouts: Optimal risky portfolio choice
Lecture handouts
Optimal capital allocation and portfolio choice- Solutions10min
2 exercícios práticos
Mean-variance optimization10min
Optimal capital allocation and portfolio choice18min

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Sobre 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

  • Access to lectures and assignments depends on your type of enrollment. If you take a course in audit mode, you will be able to see most course materials for free. To access graded assignments and to earn a Certificate, you will need to purchase the Certificate experience, during or after your audit. If you don't see the audit option:

    • The course may not offer an audit option. You can try a Free Trial instead, or apply for Financial Aid.

    • The course may offer 'Full Course, No Certificate' instead. This option lets you see all course materials, submit required assessments, and get a final grade. This also means that you will not be able to purchase a Certificate experience.

  • When you enroll in the course, you get access to all of the courses in the Specialization, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile. If you only want to read and view the course content, you can audit the course for free.

  • If you subscribed, you get a 7-day free trial during which you can cancel at no penalty. After that, we don’t give refunds, but you can cancel your subscription at any time. See our full refund policy.

  • Yes, Coursera provides financial aid to learners who cannot afford the fee. Apply for it by clicking on the Financial Aid link beneath the "Enroll" button on the left. You'll be prompted to complete an application and will be notified if you are approved. You'll need to complete this step for each course in the Specialization, including the Capstone Project. Learn more.

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