About this Course

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Learner Career Outcomes

50%

started a new career after completing these courses

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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.
Approx. 9 hours to complete
English
Subtitles: English

Learner Career Outcomes

50%

started a new career after completing these courses

50%

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.
Approx. 9 hours to complete
English
Subtitles: English

Offered by

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Rice University

Syllabus - What you will learn from this course

Week
1

Week 1

2 hours to complete

Developing Asset Allocation Strategies

2 hours to complete
8 videos (Total 48 min), 7 readings, 1 quiz
8 videos
Welcome and introduction to the Capstone7m
Welcome and introduction to Module 13m
Using Portfolio Visualizer – Historical Efficient Frontier6m
Using Portfolio Visualizer – Mean Variance Optimization6m
Overview of the Simulated Investment Management System (SIMS)5m
SIMS Usage – Module #19m
Exchange Traded Funds (ETFs)7m
7 readings
Capstone Syllabus10m
Pre-Course Survey10m
Portfolio Visualizer Website10m
Sim Portfolio Objectives, Activities, System and Grading – Overview & Module #110m
Simulated Portfolio Management System (SIMS)10m
Copying and Pasting Graphics into Excel10m
CFAI Investment Policy10m
1 practice exercise
Module #1 Self-Assessment of Understanding12m
Week
2

Week 2

1 hour to complete

Developing a Macro View / Tactical Portfolio Shifts

1 hour to complete
5 videos (Total 29 min), 3 readings, 1 quiz
5 videos
Macroeconomic Analysis5m
Forecasting Asset Class Returns8m
Using Portfolio Visualizer – Forecasted Efficient Frontier5m
SIMS Usage6m
3 readings
Portfolio Visualizer Website10m
Sim Portfolio Objectives, Activities, and Grading10m
Resources for US Market and Economic Data / Analysis10m
1 practice exercise
Module #2 Self-Assessment of Understanding16m
Week
3

Week 3

1 hour to complete

Behavioral Finance

1 hour to complete
2 videos (Total 6 min), 2 readings, 1 quiz
2 videos
SIMS Usage3m
2 readings
Sim Portfolio Objectives, Activities, and Grading10m
Listing of Biases/Brief Definitions10m
1 practice exercise
Behavioral finance case studies24m
Week
4

Week 4

1 hour to complete

Styles of Investing

1 hour to complete
2 videos (Total 8 min), 2 readings, 1 quiz
2 videos
Using Portfolio Visualizer – Factor Models7m
2 readings
Portfolio Visualizer Website10m
Investment Style Case Studies Quiz Instructions10m
1 practice exercise
Investment Styles Case Studies18m

Reviews

TOP REVIEWS FROM CAPSTONE: BUILD A WINNING INVESTMENT PORTFOLIO

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About the Investment and Portfolio Management Specialization

In this four-course Specialization, you’ll learn the essential skills of portfolio management and personal investing. All investors – from the largest wealth funds to the smallest individual investors – share common issues in investing: how to meet their liabilities, how to decide where to invest, and how much risk to take on. In this Specialization, you will learn how to think about, discuss, and formulate solutions to these investment questions. You will learn the theory and the real-world skills necessary to design, execute, and evaluate investment proposals that meet financial objectives. You will begin with an overview of global financial markets and instruments that characterize the investment opportunities available to today’s investor. You will then learn how to construct optimal portfolios that manage risk effectively, and how to capitalize on understanding behavioral biases and irrational behavior in financial markets. You will learn the best practices in portfolio management and performance evaluation as well as current investment strategies. By the end of your Capstone Project, you will have mastered the analytical tools, quantitative skills, and practical knowledge necessary for long-term investment management success. To see an overview video for this Specialization, click here!...
Investment and Portfolio Management

Frequently Asked Questions

  • 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.
  • 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.

  • If you subscribed, you get a 7-day free trial during which you can cancel at no penalty. After that, we don’t give refunds, but you can cancel your subscription at any time. See our full refund policy.

  • 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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