This course is part of the Financial Markets and Investment Strategy Specialization

Vikram Kuriyan

Offered By

Financial Markets and Investment Strategy SpecializationIndian School of Business

About this Course

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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.

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Earn a Certificate upon completion

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Course 4 of 5 in the

Financial Markets and Investment Strategy Specialization

Flexible deadlines

Reset deadlines in accordance to your schedule.

Intermediate Level

Approx. 10 hours to complete

English

Subtitles: Arabic, French, Portuguese (European), Chinese (Simplified), Italian, Vietnamese, Korean, German, Russian, Turkish, English, Spanish

Instructor

Instructor rating

3.37/5 (8 Ratings)

Vikram Kuriyan

Clinical Professor of Finance

Director, Investment Lab

16,722 Learners

1 Course

Shareable Certificate

Earn a Certificate upon completion

100% online

Start instantly and learn at your own schedule.

Course 4 of 5 in the

Financial Markets and Investment Strategy Specialization

Flexible deadlines

Reset deadlines in accordance to your schedule.

Intermediate Level

Approx. 10 hours to complete

English

Subtitles: Arabic, French, Portuguese (European), Chinese (Simplified), Italian, Vietnamese, Korean, German, Russian, Turkish, English, Spanish

Offered by

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.

Syllabus - What you will learn from this course

Week

Week 1

2 hours to complete

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.

2 hours to complete

6 videos (Total 63 min), 1 reading, 1 quiz

6 videos

1.1.1 Introduction to alternate asset classes - part a9m

1.1.2 Introduction to alternate asset classes - part b7m

1.1.3 Introduction to alternate asset classes - part c11m

1.1.4 Introduction to alternate asset classes - part d9m

1.2 Hedgefund overview14m

Project10m

1 reading

The alternative asset management landscape in 202010m

Week

Week 2

2 hours to complete

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.

2 hours to complete

8 videos (Total 63 min), 2 readings, 1 quiz

8 videos

2.1.1 Introduction to Index Investing - part a11m

2.1.2 Introduction to Index Investing - part b13m

2.2 Supplement to Index Investments4m

2.3 Value of passive index8m

2.4.1 Introduction to Beta and Alpha - part a9m

2.4.2 Introduction to Beta and Alpha - part b7m

2.5 Beta vs Alpha1m

2.6 Which is the better investment5m

2 readings

Indexed Investing: A Prosaic Way to Beat the Average Investor10m

4 Common Misconceptions About Index Investing10m

Week

Week 3

2 hours to complete

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.

2 hours to complete

5 videos (Total 58 min), 2 readings, 1 quiz

5 videos

3.1.1 Asset Allocation - part a11m

3.1.2 Asset Allocation - part b11m

3.2 Institutional Asset Allocation16m

3.3 Supplement on Institutional asset allocation15m

3.4 Risk by Turtle Creek2m

2 readings

The Future Is Now: Institutional Asset Allocation for Retail Investors10m

A Modern approach to Asset Allocation and Portfolio Construction10m

Week

Week 4

2 hours to complete

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.

2 hours to complete

6 videos (Total 55 min), 2 readings, 1 quiz

6 videos

4.1 Permanent loss of capital13m

4.2 Supplement - Permanent Loss of capital6m

4.3.1 Fund performance evolution - part a7m

4.3.2 Fund performance evolution - part b8m

4.4.1 Distributional Approach to investing in assets9m

4.4.2 Distributional Approach to investing in assets8m

2 readings

Permanent Loss of Capital10m

Avoiding a Permanent Loss of Capital10m

About the Financial Markets and Investment Strategy Specialization

The Investment Management Specialization teaches professional asset management of securities using portfolio management and behavioral aspects of finance. Specific topics include: an introduction to the basics of finance, how to evaluate risk and expected return, the behavioral aspect of investment strategy, and current trends.

Frequently Asked Questions

When will I have access to the lectures and assignments?
Access to lectures and assignments depends on your type of enrollment. If you take a course in audit mode, you will be able to see most course materials for free. To access graded assignments and to earn a Certificate, you will need to purchase the Certificate experience, during or after your audit. If you don't see the audit option:
The course may not offer an audit option. You can try a Free Trial instead, or apply for Financial Aid.
The course may offer 'Full Course, No Certificate' instead. This option lets you see all course materials, submit required assessments, and get a final grade. This also means that you will not be able to purchase a Certificate experience.
What will I get if I subscribe to this Specialization?
When you enroll in the course, you get access to all of the courses in the Specialization, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile. If you only want to read and view the course content, you can audit the course for free.
Is financial aid available?
Yes, Coursera provides financial aid to learners who cannot afford the fee. Apply for it by clicking on the Financial Aid link beneath the "Enroll" button on the left. You'll be prompted to complete an application and will be notified if you are approved. You'll need to complete this step for each course in the Specialization, including the Capstone Project. Learn more.

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Investment Strategy