Have you ever wanted to invest in financial markets, but were always afraid that you didn’t have the proper tools or knowledge to make informed decisions? Have you ever wondered how investment management companies operate and what fund managers do? AXA Investment Managers, in partnership with HEC Paris, will introduce you to the most important ideas and concepts in investment management, to help you better understand your financial future.
Investment Management in an Evolving and Volatile World by HEC Paris and AXA Investment Managers
HEC ParisAbout this Course
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Learner Career Outcomes
25%
started a new career after completing these courses
30%
got a tangible career benefit from this course
Shareable Certificate
Earn a Certificate upon completion
100% online
Start instantly and learn at your own schedule.
Flexible deadlines
Reset deadlines in accordance to your schedule.
Intermediate Level
Approx. 14 hours to complete
English
Subtitles: French, Chinese (Simplified), Italian, German, English, Spanish
Skills you will gain
Investment ManagementPortfolio TheoriesFinancial MarketsAsset Management
Learner Career Outcomes
25%
started a new career after completing these courses
30%
got a tangible career benefit from this course
Shareable Certificate
Earn a Certificate upon completion
100% online
Start instantly and learn at your own schedule.
Flexible deadlines
Reset deadlines in accordance to your schedule.
Intermediate Level
Approx. 14 hours to complete
English
Subtitles: French, Chinese (Simplified), Italian, German, English, Spanish
Offered by
HEC Paris
HEC Paris, founded in 1881 by the Paris Chamber of Commerce and Industry, is one of France’s oldest elite higher education Grandes Ecoles. Throughout its 130-year history, HEC Paris has consistently attracted individuals highly capable and talented, innovative and entrepreneurial, ambitious and open-minded, capable of becoming architects of a responsible world. What makes HEC unique is its conviction shared by the HEC community: knowledge determines the freedom and entrepreneurship required for a better world.
Syllabus - What you will learn from this course
4 hours to complete
Defining Your Objectives and Universe
As the first module of the course, we will start with helping you to identify which kind of investor you are, and what are your investment objectives. Then, we will give you an overall view of investible assets and the financial market. In addition, we will introduce the concepts of risk and returns in portfolio management which will help you to make better investment decisions.
4 hours to complete
7 videos (Total 61 min), 7 readings, 5 quizzes
7 videos
What kind of investor are you?8m
What do you want to achieve as an investor?7m
Translating your objectives into financial metrics10m
Understanding how to measure asset risk and return9m
A glance at the universe of investable assets12m
Financial market participants at play10m
7 readings
What will you learn?10m
More about the course10m
Supporting material - computing returns and sample statistics10m
What will you learn?10m
Additional (optional) videos10m
Portfolio management exercise: part 110m
Next quiz for advanced learners (honor track)10m
5 practice exercises
Practice Quiz Module 1 Lesson 110m
Practice Quiz Module 1 Lesson 210m
Graded Quiz Module 146m
Portfolio management exercise - Getting Started with Investments12m
Quiz for honor track - part 110m
3 hours to complete
How to Build an Investment Solution
This is the second week of our study. We first learn how to optimize a portfolio allocation given your investment objectives. Then we will learn how to integrate your investment constraints to find a feasible investment solution. You will use asset pricing models to improve your portfolio performance by improving your understanding of financial asset returns. Finally, you will apply different hedging techniques to remove unwanted risk in our portfolios.
3 hours to complete
6 videos (Total 50 min), 7 readings, 4 quizzes
6 videos
How to use quantitative method to optimize portfolio construction8m
How do constraints and regulations impact portfolio construction？8m
The importance of asset pricing in portfolio management9m
Strategic versus tactical allocation10m
Hedging techniques: how to protect portfolio against undesired risk11m
7 readings
What will you learn?10m
Supporting material10m
Supporting material10m
Additional (optional) videos10m
What will you learn?10m
Suggested reading10m
Portfolio management exercise: part 210m
4 practice exercises
Practice Quiz - Module 2 Lesson 110m
Practice Quiz - Module 2 - Lesson 210m
Graded Quiz Module 240m
Portfolio management exercise - Let's Allocate Across Investments12m
3 hours to complete
Exploring Specific Portfolio Management Techniques
We take in this module a closer look at investment strategies. We start by examining both quantitative active and qualitative strategies, and understanding their respective benefits. In the second lesson, we will learn how to apply these strategies in real life, including how to translate a strategies into transactions. We finish by examining extreme events in financial markets during which investment strategies were challenged.
3 hours to complete
7 videos (Total 57 min), 8 readings, 4 quizzes
7 videos
The economics of active management8m
Active management: quantitative approach8m
Active management: discretionary approach10m
Investment management decisions8m
How to manage trading efficiently10m
How to manage extreme events in financial markets9m
8 readings
What will you learn?10m
Additional (optional) videos10m
Supporting material10m
Suggested reading10m
What will you learn?10m
Suggested reading10m
Supporting material and suggested reading10m
Next quiz for advanced learners (honor track)10m
4 practice exercises
Practice Quiz - Module 3 - Lesson 110m
Practice Quiz - Module 3 - Lesson 210m
Graded Quiz Module 340m
Quiz for honor track - part 212m
3 hours to complete
The Asset Management Industry: Selecting or Becoming a Fund Manager
In this final module, we cover the details of the asset management industry. We start by understanding what it takes to make a proper decision when hiring a fund manager. We will learn how to evaluate his or her performance, and to select the right one depending on our investment objectives. Then, we cover the functioning of an asset management firm. We will learn the different career paths within an asset management firm. We will also cover the different stages of the life cycle of an investment product, including the role of each department within the firm and the impact of regulations on their design.
3 hours to complete
7 videos (Total 53 min), 7 readings, 5 quizzes
7 videos
How to measure and monitor the performance of an investment7m
Selecting the right fund manager7m
Formalize your investment objectives8m
Professionals at work in an asset management company8m
Product cycles in asset management11m
What does regulation bring to the industry?8m
7 readings
What will you learn?10m
Supporting material10m
What will you learn?10m
Suggested reading10m
Got any question? Ask us in a live session!10m
Portfolio management exercise - part 310m
Next quiz for advanced learners (honor track)10m
5 practice exercises
Practice Quiz - Module 4 - Lesson 110m
Practice Quiz - Module 4 - Lesson 210m
Graded Quiz Module 440m
Portfolio management exercise - Let's Evaluate an Investment Fund10m
Quiz for honor track - part 38m
Reviews
TOP REVIEWS FROM INVESTMENT MANAGEMENT IN AN EVOLVING AND VOLATILE WORLD BY HEC PARIS AND AXA INVESTMENT MANAGERS
by BJMay 25, 2020
A course that has taught me more about the "Quantitative Methods" of calculations of Optimal Asset Allocation, Regression and Descriptive Statistics regarding Portfolio management techniques.
by HRJun 7, 2017
Definitely rigorous and challenging. A great course to continue you maturation in investment management and portfolio analysis. Great resources and materials. Highly recommend this course.
by SHAug 21, 2019
Exceptional course providing a broad overview of the asset management industry, its key players and functioning. Great mix of academic knowledge and practical application.
by FBJun 27, 2017
Excellent, enjoyed everything thoroughly! Would recommend to any other student/young professional like myself, looking to pursue a career in the Asset Management Industry.
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