Investment Management

Completed by Dejan Lavbič

April 7, 2020

Approximately 20 weeks to complete.

Course Certificates Completed

Portfolio and Risk Management

Understanding Financial Markets

Planning your Client's Wealth over a 5-year Horizon

Securing Investment Returns in the Long Run

Meeting Investors' Goals

View certificate for Dejan Lavbič, Investment Management, offered through Coursera. This Specialization, developed in partnership with UBS, covered the different steps and skills needed to build a sound investment portfolio in order to reach one's financial goals.

Over the 4 courses of this specialization, learners have developed an understanding of the functioning and role of global financial markets, what impacts rational and irrational behaviors have at the micro and macro levels and how to adequately build and manage a portfolio with a long-term view while gaining an appreciation for new trends that are shaping the investment management industry.

The final Capstone Project integrated theory with practice and required learners to build a sensible 5-year investment plan for a client taking into account their goals and constraints in a dynamic economic landscape.

Course Certificates

Earned after completing each course in the Specialization

Portfolio and Risk Management

University of Geneva

Taught by: University of Geneva- Tony Berrada, University of Geneva- Ines Chaieb, University of Geneva- Jonas Demaurex, University of Geneva- Rajna Gibson Brandon, University of Geneva- Michel Girardin, University of Geneva- Philipp Krueger, University of Geneva- Kerstin Preuschoff & University of Geneva- Olivier Scaillet

Completed by: Dejan Lavbič by February 20, 2020

4 weeks of study, 1-3 hours/week

View this certificateChevron Right

Understanding Financial Markets

University of Geneva

Taught by: University of Geneva- Ines Chaieb, University of Geneva- Jonas Demaurex, University of Geneva- Rajna Gibson Brandon, University of Geneva- Michel Girardin, University of Geneva- Martin Hoesli, University of Geneva- Olivier Scaillet, University of Geneva- Philip Valta, Dirk Effenberger, Mark Haefele, Brian Nick, Mike Ryan, Simon Smiles, Themis Themistocleous, Thomas Wacker, Chris Wright & University of Geneva- Tony Berrada

Completed by: Dejan Lavbič by February 4, 2020

View this certificateChevron Right

Planning your Client's Wealth over a 5-year Horizon

University of Geneva

Taught by: University of Geneva- Michel Girardin

Completed by: Dejan Lavbič by April 7, 2020

View this certificateChevron Right

Securing Investment Returns in the Long Run

University of Geneva

Taught by: University of Geneva- Tony Berrada, University of Geneva- Ines Chaieb, University of Geneva- Jonas Demaurex, University of Geneva- Rajna Gibson Brandon, University of Geneva- Michel Girardin, University of Geneva- Philipp Krueger, University of Geneva- Kerstin Preuschoff, University of Geneva- Olivier Scaillet & University of Geneva- Philip Valta

Completed by: Dejan Lavbič by February 26, 2020

4 weeks of study, 1-3 hours/week

View this certificateChevron Right

Meeting Investors' Goals

University of Geneva

Taught by: University of Geneva- Tony Berrada, University of Geneva- Jonas Demaurex, University of Geneva- Rajna Gibson Brandon, University of Geneva- Michel Girardin, University of Geneva- Kerstin Preuschoff, University of Geneva- Olivier Scaillet & University of Geneva- Philip Valta

Completed by: Dejan Lavbič by February 14, 2020

View this certificateChevron Right