In this Capstone project, you will have to choose between three different characters (each with a unique set of financial constraints and objectives) and design an appropriate wealth plan for them over the next 5 years.
You will have to use the knowledge you gained in each of the four preceding courses to reach that objective. Indeed, you will need to know which assets to consider and how to manage them depending on changes in the economic outlook (Course 1), how to evaluate and deal with your character's emotional biases in order to suggest them a wealth strategy they will be able to follow (Course 2), how to build an optimal portfolio and manage its risk once the strategy has been designed (Course 3) and how to adequately measure the performance of your plan while taking advantage of investment vehicles and future trends in the investment management industry to further your character's goals (Course 4).
This Capstone project was designed in collaboration with UBS, our corporate partner, who benefits from years of experience in guiding clients with their wealth planning.
Dieser Kurs ist Teil der Spezialisierung Spezialisierung Investmentmanagement
Planning your Client's Wealth over a 5-year Horizon
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Über diesen Kurs
4.7
203 Bewertungen
Kompetenzen, die Sie erwerben
Investment ManagementMicrosoft ExcelFinanceInvestment
Lehrplan - Was Sie in diesem Kurs lernen werden
Woche
14 Stunden zum Abschließen
Client Profile
16 Videos (Gesamt 90 min), 1 Lektüre, 1 Quiz
16 Videos
Client profile - Quick recap - part 110m
Client profile - Quick recap - part 210m
The basic steps in investment2m
Cognitive biases when choosing which assets to look at3m
Cognitive biases when processing financial information4m
Cognitive biases when rebalancing your portfolio4m
Cognitive biases when evaluating performance2m
Wrap-up3m
How our emotions impact our investment decisions4m
Why we trade6m
What can we learn from this?9m
The key things you need to know to define your investment profile - UBS guest speaker4m
The path from an investor's profile to his/her optimal investment strategy - UBS guest speaker2m
How our age and wealth affect our investment profile - Main views8m
How our age and wealth affect our investment profile - Robo-advisors8m
1 Lektüre
Pick a client!10m
Woche
24 Stunden zum Abschließen
Investment Policy
13 Videos (Gesamt 85 min), 1 Quiz
13 Videos
Risk as volatility?4m
The risk-return trade-off - UBS guest speaker5m
Measuring our risk tolerance5m
Distribution of returns - Graphical representation8m
Distribution of returns - Numbers5m
The impact of correlation - The benefits of diversification5m
The impact of correlation - Maximizing diversification6m
A first example of an anticipation crisis: 1987 - The "Fed Model"9m
A first example of an anticipation crisis: 1987 - The crash8m
A second example of an anticipation crisis - 200010m
Key drivers of tactical asset allocation - Goals8m
Key drivers of tactical asset allocation - Implementation4m
Woche
33 Stunden zum Abschließen
First Reporting and Rebalancing
7 Videos (Gesamt 34 min), 1 Quiz
7 Videos
Risk management applied to portfolio allocation6m
Defining the Value-at-Risk4m
Computing the Value-at-Risk5m
Defining the Expected Shortfall6m
Computing the Expected Shortfall3m
Risk as volatility?4m
Woche
44 Stunden zum Abschließen
Final Reporting
6 Videos (Gesamt 47 min), 1 Quiz
6 Videos
The Sharpe, Treynor and Sortino ratios - Sharpe8m
The Sharpe, Treynor and Sortino ratios - Treynor and Sortino8m
Beating the benchmark or the peer group? - Peer group analysis12m
Beating the benchmark or the peer group? - Screening criteria8m
A few concluding words4m
50%
nahm einen neuen Beruf nach Abschluss dieser Kurse auf
40%
ziehen Sie für Ihren Beruf greifbaren Nutzen aus diesem Kurs
20%
erhalten Sie eine Gehaltserhöhung oder Beförderung
Top-Bewertungen
Practical approach that will allow you to build and manage real portfolios. Really interesting! Thanks to everyone involved in the creation of this specialisation.
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.
Dozent
University of Geneva- Michel Girardin
Lecturer in Macro-Finance - Project Leader for the "Investment Management" specializationGeneva Finance Research Institute
Über Universität von Genf
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.
Über die Spezialisierung Investmentmanagement
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
Häufig gestellte Fragen
Wann erhalte ich Zugang zu den Vorträgen und Aufgaben?
Sobald Sie sich für ein Zertifikat angemeldet haben, haben Sie Zugriff auf alle Videos, Quizspiele und Programmieraufgaben (falls zutreffend). Aufgaben, die von anderen Kursteilnehmern bewertet werden, können erst dann eingereicht und überprüft werden, wenn Ihr Unterricht begonnen hat. Wenn Sie sich den Kurs anschauen möchten, ohne ihn zu kaufen, können Sie womöglich auf bestimmte Aufgaben nicht zugreifen.
Was bekomme ich, wenn ich diese Spezialisierung abonniere?
Wenn Sie sich für den Kurs anmelden, erhalten Sie Zugriff auf alle Kurse der Spezialisierung und Sie erhalten nach Abschluss aller Arbeiten ein Zertifikat. Ihr elektronisches Zertifikat wird zu Ihrer Seite „Errungenschaften“ hinzugefügt – von dort können Sie Ihr Zertifikat ausdrucken oder es zu Ihrem LinkedIn Profil hinzufügen. Wenn Sie nur lesen und den Inhalt des Kurses anzeigen möchten, können Sie kostenlos als Gast an dem Kurs teilnehmen.
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