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.
This course is part of the Financial Markets and Investment Strategy Specialization
Investment Strategy
Offered By
Syllabus - What you will learn from this course
Week
13 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.
6 videos (Total 63 min), 1 reading, 1 quiz
6 videos
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
23 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.
8 videos (Total 63 min), 2 readings, 1 quiz
8 videos
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
33 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.
5 videos (Total 58 min), 2 readings, 1 quiz
5 videos
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
43 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.
6 videos (Total 55 min), 2 readings, 1 quiz
6 videos
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
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See terms and conditionsInstructor
Vikram Kuriyan
Clinical Professor of FinanceDirector, Investment Lab
About 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.
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?
Once you enroll for a Certificate, you’ll have access to all videos, quizzes, and programming assignments (if applicable). Peer review assignments can only be submitted and reviewed once your session has begun. If you choose to explore the course without purchasing, you may not be able to access certain assignments.
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.
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