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4.7

1,075 Bewertungen

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169 Bewertungen

In this course, you will gain an understanding of the theory underlying optimal portfolio construction, the different ways portfolios are actually built in practice and how to measure and manage the risk of such portfolios.
You will start by studying how imperfect correlation between assets leads to diversified and optimal portfolios as well as the consequences in terms of asset pricing. Then, you will learn how to shape an investor's profile and build an adequate portfolio by combining strategic and tactical asset allocations. Finally, you will have a more in-depth look at risk: its different facets and the appropriate tools and techniques to measure it, manage it and hedge it.
Key speakers from UBS, our corporate partner, will regularly add a practical perspective on these different topics as you progress through the course....

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.

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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.

von Gabriel

•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.

von Samer

•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

von Derek C

•Nov 19, 2018

Très bon cours

von Josh

•Dec 23, 2018

awesome teaching!

von Paolo N

•Jan 28, 2019

Excellent like all this set of courses by University of Geneva, very well prepared

von Hoang A N

•Jan 06, 2019

amazing

von LAKSHMI k S

•Jan 18, 2019

Was very interesting and was presented very well! Thank you!

von Leonardo V

•Jan 08, 2019

Outstanding course!

von Mohamad K A

•Feb 11, 2019

..

von Gardella

•Feb 20, 2019

Excellent course and professors

von Kolorizos C

•Mar 16, 2019

Fantastic course

von BogdanC

•Dec 14, 2018

great

von EYRAM A K

•Jan 14, 2019

THE COURSE GAVE ME DEEP UNDERSTANDING INTO PORTFOLIO MANAGEMENT BY ASSET MANAGEMENT FIRMS

von Isaac H

•Dec 15, 2018

Excellent course!

von Maria A

•Dec 01, 2018

Very well structured and useful content. Interesting and engaging lectures and discussions!

von Wongsakorn S

•Mar 20, 2019

thanks

von Nadezhda D

•Aug 27, 2018

Extremely interesting and with great content, very relevant and recommended for everyone aiming a career in finance.

von Marly C

•Sep 09, 2018

muy buen curso

von Keshav K P

•Sep 26, 2018

This was very helpful.

von Rishad R N

•Oct 04, 2018

A very good experience of learning portfolio management which will surely help me in my present profession.

von thomas d

•Oct 21, 2018

Great course, I used to be financially illiterate, and now I know how to use instruments as complex as derivatives.

von André A L

•Mar 09, 2018

Difficult but very important information to be an effective investment advisor.

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