Sep 10, 2016
Great! This course will help you learn how to make a proper portfolio which optimally matched to your risk&return preference and how to manage your portfolio's risk level with financial instruments.
Sep 11, 2016
Thoroughly engaging presentation of a topic that was very much esoteric to me previously. I would highly recommend this course to anyone looking for insight into portfolio and risk management.
von ARVIND K S•
Mar 21, 2019
An excellent course in terms of learning a number of new concepts like the Modern Portfolio Theory, and its limitations. Profiling customers, constructing strategic and tactical portfolios, the pros and cons of investing across geographies and currencies, hedging risks and concepts like VaR and Expected Shortfall-these concepts were taught with great empathy and passion. Macroeconomic variables to help in market timings were also a revelation. The only suggestion I have is for a more balanced quanti-quali mix.
von Alex D•
Jan 27, 2018
Good course. Highly recommended for Risk Managers who are looking for digging more into Efficient frontier, Value-at-Risk, Expected Shortfall, Variance-Covariance approach, etc.
von Stephen S•
Oct 01, 2016
This is very good. I am grateful for the mathematics at the base of the theoretical structure, but I for one need more drilling. I am looking forward to the rest of the courses.
Apr 27, 2017
This is a good introductory course to whom has never worked with or studied investing. Instructors are clear and didactical. In this review I will focus on three main points of improvement:
1) Not deepening in Portfolio’s Risk formulas/calculations: lots were said about how correlation and (co)variance of individual assets can influence the whole portfolio’s risk. Though, It was not taught how to calculate the whole portfolio’s risk (ex.: how to do a variance-covariance matrix).
2) Not applying what was taught in practical and holistic cases (considering multiple classes of assets and risk profile): I believe many of those who attended to this course want as output to conduct a Portfolio Optimization. Although we know all the concepts behind Modern Portfolio Theory’s and Diversification, none can apply it in an excel or to a given case. For that, I found a really interesting tutorial video from Dr. Colby Wright in YouTube that helped me on that. It was simple and would be a great conclusion if added to this course.
3) Debating Modern Portfolio Theory’s theoretical limitations, but not leading to new theories or more applicable one’s to surpass its limitations.
I do know this course is one of a series of other courses in a Specialization. Maybe some of those points of improvement is answered in another course. I hope instructors might consider the course design and review the points in order to improve attendant’s learning, event if we do not attend the whole specialization.
Apr 15, 2018
A Great Shame
It's rather deplorable that at this stage of the Investment Specialisation, this course falls short of meeting the minimum requirements to be an academic, or academic-related course provided by the University of Geneva. As a matter of fact, Week 4 in its entirety was a sham and a disgrace. I plead with the course creators and academics to respect their titles and immediately intervene to do the following:
1- Completely overhaul Week 4 by improving the lectures, enrich with examples and give more elaborate explanations
2- Re-write the entire subtitles for this course
3- Incorporate parts of Week 4 with Week 1 to make the course more symmetrical
4- Pay special attention to providing new lectures on VaR, Expected Shortfall, and currency Hedging
Dec 14, 2018
von Isaac H•
Dec 15, 2018
von Maria A•
Dec 01, 2018
Very well structured and useful content. Interesting and engaging lectures and discussions!
von Leonardo V•
Jan 08, 2019
von EYRAM A K•
Jan 14, 2019
THE COURSE GAVE ME DEEP UNDERSTANDING INTO PORTFOLIO MANAGEMENT BY ASSET MANAGEMENT FIRMS
von LAKSHMI k S•
Jan 18, 2019
Was very interesting and was presented very well! Thank you!
Feb 20, 2019
Excellent course and professors
von Wongsakorn S•
Mar 20, 2019
von Париков И•
Mar 29, 2019
Very cool! Thank You for such informative course
von Dang D T•
Mar 29, 2019
Its really helpful for me to extend and update my knowledge
von Paolo N•
Jan 28, 2019
Excellent like all this set of courses by University of Geneva, very well prepared
von Mohamad K A•
Feb 11, 2019
von Ahmed A R A•
Apr 06, 2019
Very well structured, great lecturers with a good pace and way of explaining. Amazing guest speakers for a balance between practice and theory
von Kolorizos C•
Mar 16, 2019
von Hoang A N•
Jan 06, 2019
Dec 23, 2018
von Harsh M•
Mar 14, 2018
It is complicated for those who are new in finance.
von David H•
Jan 10, 2018
Mostly a well constructed course with good relevant content. Most lectures were well presented - I rather like Dr Berada's presentations. The meaning being long and short on options could have been better explained (different sides of the same contract).
von Bruno F d H C•
Mar 12, 2017
Very important course if you want to manage your portfolio.
von Matteo E•
Jun 19, 2017
Another 5* course from the University of Geneva team.. Great course to understand critical concepts on portfolio management and different ways to measure risk. It might do better with a few more practical examples (i.e. on how to effectively apply the theories with softwares like Excel or similar), but overall it gives all the basics upon which a student can build their own knowledge.