About this Course
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Flexible deadlines

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Approx. 15 hours to complete

Suggested: 6 weeks of study...

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Subtitles: English

100% online

Start instantly and learn at your own schedule.

Flexible deadlines

Reset deadlines in accordance to your schedule.

Approx. 15 hours to complete

Suggested: 6 weeks of study...

English

Subtitles: English

Syllabus - What you will learn from this course

Week
1
2 hours to complete

Developing Asset Allocation Strategies

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
1 hour to complete

Developing a Macro View / Tactical Portfolio Shifts

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
1 hour to complete

Behavioral Finance

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
1 hour to complete

Styles of Investing

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
4.6
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started a new career after completing these courses

50%

got a tangible career benefit from this course

Top reviews from Capstone: Build a Winning Investment Portfolio

By TPMar 16th 2018

Thank you Professor Jill Foote and the course team for a practical, well-organized, carefully crafted and clearly presented course.

By MMAug 7th 2017

Practical end to a well-structured certification. Excellent.

Instructor

Avatar

Jill Foote

Finance Faculty
Jones Graduate School of Business

About Rice University

Rice University is consistently ranked among the top 20 universities in the U.S. and the top 100 in the world. Rice has highly respected schools of Architecture, Business, Continuing Studies, Engineering, Humanities, Music, Natural Sciences and Social Sciences and is home to the Baker Institute for Public Policy....

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

  • 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.

  • 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.

More questions? Visit the Learner Help Center.