Rice University
Capstone: Build a Winning Investment Portfolio
Rice University

Capstone: Build a Winning Investment Portfolio

This course is part of Investment and Portfolio Management Specialization

Taught in English

Some content may not be translated

Jill Foote

Instructor: Jill Foote

6,336 already enrolled

Included with Coursera Plus

Course

Gain insight into a topic and learn the fundamentals

4.4

(63 reviews)

10 hours (approximately)
Flexible schedule
Learn at your own pace

Details to know

Shareable certificate

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Assessments

6 quizzes

Course

Gain insight into a topic and learn the fundamentals

4.4

(63 reviews)

10 hours (approximately)
Flexible schedule
Learn at your own pace

See how employees at top companies are mastering in-demand skills

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Build your subject-matter expertise

This course is part of the Investment and Portfolio Management Specialization
When you enroll in this course, you'll also be enrolled in this Specialization.
  • Learn new concepts from industry experts
  • Gain a foundational understanding of a subject or tool
  • Develop job-relevant skills with hands-on projects
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There are 6 modules in this course

In Module 1, Capstone learners will research, develop and implement an asset allocation strategy for a $1 million simulated policy portfolio using a provided list of ETF assets covering US and global equities, fixed income, real estate, and commodities.

What's included

8 videos7 readings1 quiz2 discussion prompts

In this module, we will analyze and develop a view on macroeconomic trends that impact investment portfolios, will forecast near-term returns on simulated portfolio asset classes, and will make any needed tactical shifts to the policy portfolios.

What's included

5 videos3 readings1 quiz2 discussion prompts

This module, learners will advise case study clients on changes needed in their portfolios and investment behavior which demonstrate behavioral finance biases or puzzles and will also reflect on their own personal biases (either experienced or expected).

What's included

2 videos2 readings1 quiz2 discussion prompts

Learners will advise case study clients on styles of investing, becoming familiar with the use of Fama-French and Carhart factor model.

What's included

2 videos2 readings1 quiz1 discussion prompt

Learners will evaluate returns and risk on their simulated portfolios and will calculate and evaluate returns and alternative measures of risk to advice case study clients on portfolio selection.

What's included

2 videos2 readings2 quizzes1 discussion prompt

Learners will give and receive feedback through peer grading of the Sim Portfolio Final Report, which covers all 5 modules of the Sim Portfolio activities.

What's included

1 video3 readings1 peer review

Instructor

Instructor ratings
4.1 (8 ratings)
Jill Foote
Rice University
1 Course6,336 learners

Offered by

Rice University

Recommended if you're interested in Finance

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4.4

63 reviews

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WC
5

Reviewed on Aug 14, 2017

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5

Reviewed on Mar 15, 2018

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