Introduction to Capstone Project

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Do curso por Indian School of Business

Financial Markets and Investment Strategy Capstone

9 classificações

Indian School of Business

Financial Markets and Investment Strategy Capstone

9 classificações

Curso 5 de 5 em Specialization Financial Markets and Investment Strategy

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.

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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.

Introduction to Capstone Project2:20

Conheça os instrutores

Ramabhadran Thirumalai
Assistant Professor
Indian School of Business

[MUSIC]

Hi, my name is Sai Harsha, and welcome to the Capstone Project of

Financial Markets and Investment Strategy Specialization.

I'm so happy that you have come this far and I'm very proud of you.

Now you're just one step away from your final goal.

Let me describe the project and tell you have to do.

The project takes you through three investment life stages of a person.

The name of this person is Sai Davidson.

Does the name sound familiar?

Right, even I felt the same when I heard the name.

The project is divided into four parts.

The first part discusses stage one of Sai Davidson's investment horizon.

The second and third parts discusses stage two and

the fourth part discusses stage three.

In the first stage, Sai is a student.

You have to calculate the expenses of Sai and then allocate his funds to various

asset classes so that they generate the required returns.

In the second stage, you'll help analyse mutual funds and

help Sai pick a fund that suits his needs.

In the third stage,

you'll have to help Sai invest his funds in fixed income securities.

Now, after that, let us discuss the submission procedure.

As you already know, the project is divided into four parts.

Each week, you'll be working on a different part of the project.

Before you start working, you'll have to download the answer template

corresponding to that particular week.

The answer templates contains the questions,

the marks allocated for each question, and the space to write your answers.

By the end of the project, you'll have four answer templates to submit.

You'll have to zip all those templates and submit the zipped file.

The file naming convention will be given at the beginning of each week's task.

Finally, your active participation in discussion groups will be required for

this project.

As you work on a variety of topics and answer questions across topics.

You can exchange information and resources which will help you answer the questions.

In case you have any queries, please feel free to email me at sai_harsha@isb.edu.

All the best.

[MUSIC]

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