About this Course
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Start instantly and learn at your own schedule.

Flexible deadlines

Reset deadlines in accordance to your schedule.

Approx. 11 hours to complete

Suggested: 4 weeks of study, 1-3 hours/week...

English

Subtitles: English
User
Learners taking this Course are
  • Chief Financial Officers (CFOs)
  • Financial Advisors
  • Financial Analysts
  • Risk Managers
  • Economists

Skills you will gain

Investment ManagementSustainabilityFinanceSocially Responsible Investing
User
Learners taking this Course are
  • Chief Financial Officers (CFOs)
  • Financial Advisors
  • Financial Analysts
  • Risk Managers
  • Economists

100% online

Start instantly and learn at your own schedule.

Flexible deadlines

Reset deadlines in accordance to your schedule.

Approx. 11 hours to complete

Suggested: 4 weeks of study, 1-3 hours/week...

English

Subtitles: English

Syllabus - What you will learn from this course

Week
1
2 hours to complete

General Introduction and Key Concepts

9 videos (Total 63 min), 1 reading, 1 quiz
9 videos
Some common mistakes you will no longer make after this course - Performance6m
Some common mistakes you will no longer make after this course - Selling8m
What is useful to know before this course?2m
Some products you will master when you next meet your bank advisor - Mutual funds9m
Some products you will master when you next meet your bank advisor - Closed-end funds7m
Introduction to active versus passive management - Definitions5m
Introduction to active versus passive management - Passive8m
Introduction to active versus passive management - Active5m
1 reading
Glossary10m
1 practice exercise
Graded quiz on the content of Week 110m
Week
2
2 hours to complete

Assessing Performance

10 videos (Total 80 min), 1 quiz
10 videos
Choosing the right benchmark - UBS guest speaker8m
Shifting from relative to absolute return mandates8m
The Sharpe, Treynor and Sortino ratios - Sharpe8m
The Sharpe, Treynor and Sortino ratios - Treynor and Sortino8m
Tracking Error - UBS guest speaker4m
Using asset pricing models to estimate fund performance9m
Defining performance analysis - UBS guest speaker6m
Performance attribution - Introduction5m
Performance attribution - Example7m
1 practice exercise
Graded quiz on the content of Week 210m
Week
3
2 hours to complete

Investment Vehicles

12 videos (Total 103 min), 1 quiz
12 videos
Dimensions in ETF selection - UBS guest speaker6m
Beating the benchmark or the peer group? - Peer group analysis12m
Beating the benchmark or the peer group? - Screening criteria8m
The information ratio says it all9m
What are the pros and cons of a structured product?10m
Searching for hedge fund alpha: lessons from academia - Asset pricing model5m
Searching for hedge fund alpha: lessons from academia - Evidence9m
Do active funds really outperform passive funds? - Preliminaries7m
Do active funds really outperform passive funds? - Evidence8m
Active versus passive management - UNIGE & UBS Discussion - Part 19m
Active versus passive management - UNIGE & UBS Discussion - Part 211m
1 practice exercise
Graded quiz on the content of Week 320m
Week
4
2 hours to complete

Future Trends

12 videos (Total 82 min), 1 quiz
12 videos
Corporate sustainability and sustainable investing9m
Sustainable investing: exclusion, impact investing & integration - UBS guest speaker3m
Does sustainable investing perform in line with traditional investing? - Theoretical arguments6m
Does sustainable investing perform in line with traditional investing? - Evidence8m
Climate change and capital markets - Introduction6m
Climate change and capital markets - Methodology7m
What is Neurofinance?6m
Understanding brain activity for better investment decisions6m
Can business analytics (Big Data) improve the value-added of TAA?11m
Using a Robo-advisor to better shape the SAA6m
Specialization Outro3m
1 practice exercise
Graded quiz on the content of Week 420m
4.8
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started a new career after completing these courses

44%

got a tangible career benefit from this course

17%

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Top reviews from Securing Investment Returns in the Long Run

By KSSep 14th 2016

Wonderful! This course help me a lot in learning how to evaluate the performance of investment vehicle such as mutual fund, also enlarge my perspectives towards future financial trends.

By ABSep 17th 2016

I recommend this course for every one interested to understand the dynamics of financial markets and the future trends of financial markets and portfolio management

Instructors

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University of Geneva- Tony Berrada

SFI Associate Professor of Finance
Geneva Finance Research Institute
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University of Geneva- Ines Chaieb

SFI Associate Professor of Finance
Geneva Finance Research Institute
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University of Geneva- Jonas Demaurex

Teaching Assistant
Geneva Finance Research Institute
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University of Geneva- Rajna Gibson Brandon

SFI Senior Chaired Professor of Finance and Managing Director of the GFRI
Geneva Finance Research Institute
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University of Geneva- Michel Girardin

Lecturer in Macro-Finance - Project Leader for the "Investment Management" specialization
Geneva Finance Research Institute
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University of Geneva- Philipp Krueger

SFI Assistant Professor of Finance
Geneva Finance Research Institute
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University of Geneva- Kerstin Preuschoff

Associate Professor of Neurofinance and Neuroeconomics
Geneva Finance Research Institute
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University of Geneva- Olivier Scaillet

SFI Senior Chaired Professor of Finance and Vice-dean (research) at GSEM
Geneva Finance Research Institute
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University of Geneva- Philip Valta

SFI Assistant Professor of Finance
Geneva Finance Research Institute

About University of Geneva

Founded in 1559, the University of Geneva (UNIGE) is one of Europe's leading universities. Devoted to research, education and dialogue, the UNIGE shares the international calling of its host city, Geneva, a centre of international and multicultural activities with a venerable cosmopolitan tradition....

About the Investment Management Specialization

In this Specialization, you will understand how investment strategies are designed to reach financial goals in a global context. You will learn the theory that underlies strong investment decisions, as well as practical, real-world skills that you can apply when discussing investment proposals with your advisor, managing your personal assets or your client’s investment portfolio. You will start by developing a global understanding of financial markets and what impacts rational and irrational behaviors have in finance at the micro and macro levels. You will then learn how to adequately build and manage a portfolio with a long-term view while gaining an appreciation for novel research advances in finance and related areas as well as future trends that are shaping the investment management industry. In the final Capstone Project, you will create a sensible 5-year investment plan that accounts for an investor's goals and constraints in a dynamic economic landscape. Key speakers from UBS, our corporate partner, will contribute to this specialization by providing you with practical insights they have gathered through years of experience working for the world’s largest wealth manager. Director of this Specialization and main teaching contributor: Dr. Michel Girardin, Lecturer in Macro-Finance, University of Geneva...
Investment 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.