About this course: Discover the basic concepts of needs analysis, investment policy, asset allocation, product selection, portfolio monitoring and re-balancing. We will look at the types of institutional investors - pension funds and insurance companies. You will learn the client management life cycle and dive into portfolio management as a process. You will learn the basic concepts, principles, and the major styles of investing in alternative assets. Finally, we study the impact of digitization on investment strategies.
Created by: Indian School of Business
Taught by: Vikram Kuriyan, Clinical Professor of Finance
Director, Investment Lab
| Basic Info | Course 4 of 5 in the Financial Markets and Investment Strategy Specialization |
| Level | Intermediate |
| Commitment | 4 weeks of study, 3-4 hours/week |
| Language | English |
| How To Pass | Pass all graded assignments to complete the course. |
| User Ratings |
Syllabus
WEEK 1
Alternate Assets and Hedge funds
After finishing this module, you will be able to understand the difference between various alternate assets. You would also have an overview of the Hedge funds.
6 videos, 1 reading
- Video: 1.1.2 Introduction to alternate asset classes - part b
- Video: 1.1.3 Introduction to alternate asset classes - part c
- Video: 1.1.4 Introduction to alternate asset classes - part d
- Video: 1.2 Hedgefund overview
- Video: Project
- Reading: The alternative asset management landscape in 2020
- Discussion Prompt: Hedge fund manager vs Mutual fund manager
Graded: Project - Week 1
WEEK 2
Index Investing
After completing this module, you will be able to understand what index investing means and you will also be able to calculate the value of a passive index. You will be able to define Beta and Alpha and can also find out a better investment among a given set of investments.
8 videos, 2 readings
- Video: 2.1.2 Introduction to Index Investing - part b
- Video: 2.2 Supplement to Index Investments
- Video: 2.3 Value of passive index
- Video: 2.4.1 Introduction to Beta and Alpha - part a
- Video: 2.4.2 Introduction to Beta and Alpha - part b
- Video: 2.5 Beta vs Alpha
- Video: 2.6 Which is the better investment
- Reading: Indexed Investing: A Prosaic Way to Beat the Average Investor
- Reading: 4 Common Misconceptions About Index Investing
Graded: Project - Week 2
WEEK 3
Asset Allocation
After completing this module, you will be able to understand the difference between retail asset allocation and institutional asset allocation. You will also be able to understand the importance of time horizon in defining risk.
5 videos, 2 readings
- Video: 3.1.2 Asset Allocation - part b
- Video: 3.2 Institutional Asset Allocation
- Video: 3.3 Supplement on Institutional asset allocation
- Video: 3.4 Risk by Turtle Creek
- Reading: The Future Is Now: Institutional Asset Allocation for Retail Investors
- Reading: A Modern approach to Asset Allocation and Portfolio Construction
- Discussion Prompt: Gambling vs Stock Investing
Graded: Project - Week 3
WEEK 4
Risk
After completing this module, you will understand the meaning of permanent loss of capital and you will also be able to evaluate the performance of funds. You will also get a clear understanding of distributional approach to investing in assets.
6 videos, 2 readings
- Video: 4.2 Supplement - Permanent Loss of capital
- Video: 4.3.1 Fund performance evolution - part a
- Video: 4.3.2 Fund performance evolution - part b
- Video: 4.4.1 Distributional Approach to investing in assets
- Video: 4.4.2 Distributional Approach to investing in assets
- Reading: Permanent Loss of Capital
- Reading: Avoiding a Permanent Loss of Capital
- Discussion Prompt: Market - Short run vs Long run
Graded: Project - Week 4
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Indian School of Business
The Indian School of Business has successfully put India on the global map of management education by nurturing young leaders with an understanding of developing economies and the society at large. Through innovations in curricula and pedagogy to reflect the shifting business landscape, the ISB is committed to providing the best venue for management education to meet the growing need to develop young leaders who can manage global challenges.
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| Access to course materials | Available |
| Access to graded materials | Available |
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| Earn a shareable Course Certificate | Available |
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