This course is part of the Investment Management Specialization

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University of Geneva- Tony Berrada +8 more instructors

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Investment Management SpecializationUniversity of Geneva

About this Course

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In this course, you will learn about the famous dichotomy between active and passive investing, how to appropriately measure and analyze investment performance and what the future trends in the investment management industry are.
You will first learn about absolute and relative performance, risk-adjusted returns and how to decompose investment performance. The focus will then shift to the two main categories of investment vehicles, active and passive funds, and what they entail in terms of expected performance. Finally, you will explore the worlds of sustainable finance, neurofinance and fintech, three areas of research that will shape the future of the investment management industry.

You will also benefit from the insights of experts from UBS, our corporate partner, on the practical implementation of the various concepts we will develop in this course.

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Earn a Certificate upon completion

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Includes hands on learning projects.

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Course 4 of 5 in the

Investment Management Specialization

Approx. 7 hours to complete

English

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Skills you will gain

Investment Management
Sustainability
Finance
Socially Responsible Investing

Flexible deadlines

Reset deadlines in accordance to your schedule.

Shareable Certificate

Earn a Certificate upon completion

100% online

Start instantly and learn at your own schedule.

Coursera Labs

Includes hands on learning projects.

Learn more about Coursera Labs

Course 4 of 5 in the

Investment Management Specialization

Approx. 7 hours to complete

English

Could your company benefit from training employees on in-demand skills?

Try Coursera for Business

Instructors

Instructor rating

4.81/5 (91 Ratings)

Offered by

University of Geneva

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Syllabus - What you will learn from this course

Content Rating93%(3,002 ratings)

Week1

Week 1

2 hours to complete

General Introduction and Key Concepts

2 hours to complete

9 videos (Total 63 min), 1 reading, 1 quiz

9 videos

Why you should choose this course8mSome common mistakes you will no longer make after this course - Performance6mSome common mistakes you will no longer make after this course - Selling8mWhat is useful to know before this course?2mSome products you will master when you next meet your bank advisor - Mutual funds9mSome products you will master when you next meet your bank advisor - Closed-end funds7mIntroduction to active versus passive management - Definitions5mIntroduction to active versus passive management - Passive8mIntroduction to active versus passive management - Active5m

1 reading

Glossary10m

1 practice exercise

Graded quiz on the content of Week 110m

Week2

Week 2

2 hours to complete

Assessing Performance

Welcome to the second module of the course! Here, we will start by talking about absolute versus relative performance and mandates. The second topic of this module will be performance measurement using risk-adjusted performance ratios but also asset pricing models. Finally, we will see how to decompose and attribute performance between the different types of investment decisions undertaken by fund managers.

2 hours to complete

10 videos (Total 80 min)

10 videos

What you will learn in this Module11mChoosing the right benchmark - UBS guest speaker8mShifting from relative to absolute return mandates8mThe Sharpe, Treynor and Sortino ratios - Sharpe8mThe Sharpe, Treynor and Sortino ratios - Treynor and Sortino8mTracking Error - UBS guest speaker4mUsing asset pricing models to estimate fund performance9mDefining performance analysis - UBS guest speaker6mPerformance attribution - Introduction5mPerformance attribution - Example7m

1 practice exercise

Graded quiz on the content of Week 210m

Week3

Week 3

2 hours to complete

Investment Vehicles

Welcome to the third module of the course! In this module, we will explore the worlds of active and passive funds and try to address whether or not active fund management provides added value to a portfolio. But before doing so, we will see how to choose the best investment vehicles among both active and passive funds. The module ends with a discussion with our corporate partner on topics that often divides the world of finance between academia on one side and practitioners on the other.

2 hours to complete

12 videos (Total 103 min)

12 videos

What you will learn in this module4mDimensions in ETF selection - UBS guest speaker6mBeating the benchmark or the peer group? - Peer group analysis12mBeating the benchmark or the peer group? - Screening criteria8mThe information ratio says it all9mWhat are the pros and cons of a structured product?10mSearching for hedge fund alpha: lessons from academia - Asset pricing model5mSearching for hedge fund alpha: lessons from academia - Evidence9mDo active funds really outperform passive funds? - Preliminaries7mDo active funds really outperform passive funds? - Evidence8mActive versus passive management - UNIGE & UBS Discussion - Part 19mActive versus passive management - UNIGE & UBS Discussion - Part 211m

1 practice exercise

Graded quiz on the content of Week 330m

Week4

Week 4

2 hours to complete

Future Trends

Welcome to the fourth and last module of the course! This module is dedicated to future trends in investment management that are already starting to change how we think about and apply some of the ideas presented in the specialization. We will start with sustainable investing: defining it, examining its value proposition and see how it can be implemented in the context of a widely diversified portfolio. We will then take a quick look at what neurofinance is and how it can help us make better investment decisions. Finally, we will leave you with some insights as to how fintech (i.e. information technology solutions applied to finance) is likely to shape the future of the investment management industry.

2 hours to complete

12 videos (Total 82 min)

12 videos

What you will learn in this Module7mCorporate sustainability and sustainable investing9mSustainable investing: exclusion, impact investing & integration - UBS guest speaker3mDoes sustainable investing perform in line with traditional investing? - Theoretical arguments6mDoes sustainable investing perform in line with traditional investing? - Evidence8mClimate change and capital markets - Introduction6mClimate change and capital markets - Methodology7mWhat is Neurofinance?6mUnderstanding brain activity for better investment decisions6mCan business analytics (Big Data) improve the value-added of TAA?11mUsing a Robo-advisor to better shape the SAA6mSpecialization Outro3m

1 practice exercise

Graded quiz on the content of Week 430m

Reviews

4.8

143 reviews

5 stars
80.07%
4 stars
17.10%
3 stars
2.29%
2 stars
0.44%
1 star
0.08%

TOP REVIEWS FROM SECURING INVESTMENT RETURNS IN THE LONG RUN

by FKMay 1, 2020

As with the earlier courses, the content was comprehensive and presented in a very engaging style. Each and every faculty member stands out in her/his own way and Prof. Michel Girardin is THE BEST!

by KSSep 13, 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 AKOct 2, 2017

An excellent insight offered from the teaching team on the real world of portfolio management and how best to sustain investment returns over a long time horizon

by ANSep 16, 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

View all reviews

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.

Frequently Asked Questions

When will I have access to the lectures and assignments?
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.
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.
Is financial aid available?
Yes. In select learning programs, you can apply for financial aid or a scholarship if you can’t afford the enrollment fee. If fin aid or scholarship is available for your learning program selection, you’ll find a link to apply on the description page.

More questions? Visit the Learner Help Center.

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Securing Investment Returns in the Long Run

About this Course

Skills you will gain

Instructors

University of Geneva- Tony Berrada

University of Geneva- Ines Chaieb

University of Geneva- Jonas Demaurex

University of Geneva- Rajna Gibson Brandon

University of Geneva- Michel Girardin

University of Geneva- Philipp Krueger

University of Geneva- Kerstin Preuschoff

University of Geneva- Olivier Scaillet

University of Geneva- Philip Valta

Offered by

University of Geneva

Syllabus - What you will learn from this course

General Introduction and Key Concepts

Assessing Performance

Investment Vehicles

Future Trends

Reviews

TOP REVIEWS FROM SECURING INVESTMENT RETURNS IN THE LONG RUN

About the Investment Management Specialization

Frequently Asked Questions

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Securing Investment Returns in the Long Run

About this Course

Skills you will gain

Instructors

University of Geneva- Tony Berrada

University of Geneva- Ines Chaieb

University of Geneva- Jonas Demaurex

University of Geneva- Rajna Gibson Brandon

University of Geneva- Michel Girardin

University of Geneva- Philipp Krueger

University of Geneva- Kerstin Preuschoff

University of Geneva- Olivier Scaillet

University of Geneva- Philip Valta

Offered by

University of Geneva

Syllabus - What you will learn from this course

General Introduction and Key Concepts

Assessing Performance

Investment Vehicles

Future Trends

Reviews

TOP REVIEWS FROM SECURING INVESTMENT RETURNS IN THE LONG RUN

About the Investment Management Specialization

Frequently Asked Questions

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