Informações sobre o curso
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Habilidades que você terá

Investment ManagementMicrosoft ExcelFinanceInvestment

100% online

Comece imediatamente e aprenda em seu próprio cronograma.

Prazos flexíveis

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Aprox. 20 horas para completar

Sugerido: 5 hours/week...

Inglês

Legendas: Inglês

Programa - O que você aprenderá com este curso

Semana
1
4 horas para concluir

Client Profile

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16 vídeos ((Total 90 mín.)), 1 leitura, 1 teste
16 videos
Client profile - Quick recap - part 110min
Client profile - Quick recap - part 210min
The basic steps in investment2min
Cognitive biases when choosing which assets to look at3min
Cognitive biases when processing financial information4min
Cognitive biases when rebalancing your portfolio4min
Cognitive biases when evaluating performance2min
Wrap-up3min
How our emotions impact our investment decisions4min
Why we trade6min
What can we learn from this?9min
The key things you need to know to define your investment profile - UBS guest speaker4min
The path from an investor's profile to his/her optimal investment strategy - UBS guest speaker2min
How our age and wealth affect our investment profile - Main views8min
How our age and wealth affect our investment profile - Robo-advisors8min
1 leituras
Pick a client!10min
Semana
2
4 horas para concluir

Investment Policy

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13 vídeos ((Total 85 mín.)), 1 teste
13 videos
Risk as volatility?4min
The risk-return trade-off - UBS guest speaker5min
Measuring our risk tolerance5min
Distribution of returns - Graphical representation8min
Distribution of returns - Numbers5min
The impact of correlation - The benefits of diversification5min
The impact of correlation - Maximizing diversification6min
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
Key drivers of tactical asset allocation - Goals8min
Key drivers of tactical asset allocation - Implementation4min
Semana
3
3 horas para concluir

First Reporting and Rebalancing

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7 vídeos ((Total 34 mín.)), 1 teste
7 videos
Risk management applied to portfolio allocation6min
Defining the Value-at-Risk4min
Computing the Value-at-Risk5min
Defining the Expected Shortfall6min
Computing the Expected Shortfall3min
Risk as volatility?4min
Semana
4
4 horas para concluir

Final Reporting

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6 vídeos ((Total 47 mín.)), 1 teste
6 videos
The Sharpe, Treynor and Sortino ratios - Sharpe8min
The Sharpe, Treynor and Sortino ratios - Treynor and Sortino8min
Beating the benchmark or the peer group? - Peer group analysis12min
Beating the benchmark or the peer group? - Screening criteria8min
A few concluding words4min
4.7
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Principais avaliações do Planning your Client's Wealth over a 5-year Horizon

por AGJul 5th 2017

Practical approach that will allow you to build and manage real portfolios. Really interesting! Thanks to everyone involved in the creation of this specialisation.

por IOOct 31st 2016

Great capstone with practical application of concepts learned I the prior 4 courses. I would love to have a part 2 with more advanced concepts.

Instrutores

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University of Geneva- Michel Girardin

Lecturer in Macro-Finance - Project Leader for the "Investment Management" specialization
Geneva Finance Research Institute

Sobre 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 o 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...
Gestão de investimentos

Perguntas Frequentes – FAQ

  • 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.

  • 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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