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Learner Reviews & Feedback for Investments II: Lessons and Applications for Investors by University of Illinois at Urbana-Champaign

4.8
stars
845 ratings

About the Course

In this course, you will start by reviewing the fundamentals of investments, including the trading off of return and risk when forming a portfolio, asset pricing models such as the Capital Asset Pricing Model (CAPM) and the 3-Factor Model, and the efficient market hypothesis. You will be introduced to the two components of stock returns – dividends and capital gains – and will learn how each are taxed and the incentives provided to investors from a realization-based capital gains tax. You will examine the investment decisions (and behavioral biases) of participants in defined-contribution (DC) pension plans like 401(k) plans in the U.S. and will learn about the evidence regarding the performance of individual investors in their stock portfolios. The course concludes by discussing the evidence regarding the performance of actively-managed mutual funds. You will learn about the fees charged to investors by mutual funds and the evidence regarding the relation between fees charged and fund performance. Segments of the portfolios of mutual funds that may be more likely to outperform and examples of strategies designed to “earn alpha” will also be introduced. Learners are welcome to take this course even if they have not completed "Investments I: Fundamentals of Performance Evaluation," as the first module contain a review of investment fundamentals and regression analysis to get everyone up to speed. Also, the course contains several innovative features, including creative out-of-the-studio introductions followed by quick-hitting "Module in 60" countdowns that highlight what will be covered in each module, four "Faculty Focus" interview episodes with leading professors in finance, and a summary of each module done with the help of animations! The over-arching goals of this course are to provide a review of the fundamentals of investments and then assess the historical performance of several groups of investors, with an emphasis on research findings with clear real-world applications. Specifically, upon successful completion of this course, you will be able to: • Interpret and use the CAPM and the 3-Factor Model to evaluate the performance of investments • Compare returns in the form of dividends and capital gains and their tax consequences • Describe evidence regarding the performance of individuals’ stock investments • Understand key behavioral biases of investors and their effects on financial decisions • Describe evidence regarding the performance of actively-managed mutual funds • Evaluate strategies designed to “earn alpha” This course is part of the iMBA offered by the University of Illinois, a flexible, fully-accredited online MBA at an incredibly competitive price. For more information, please see the Resource page in this course and onlinemba.illinois.edu....

Top reviews

KL

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Professor Weisbenner is amazing! Insanely smart, yet delvers complex concepts in such a manner you would never realize it. This is a must take class for investments!

TP

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Thank you, Professor Scott Weisbenner, for an excellence course that you put your heart and passion (for Star Wars) into.

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101 - 125 of 168 Reviews for Investments II: Lessons and Applications for Investors

By Mostafa(MBA) M

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Dec 12, 2019

excellent course, but little length

By Chen F

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Dec 11, 2020

Excellent course, very insightful!

By Himanshu G

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Jan 7, 2021

Nice practical course. Loved it.

By Brian D

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Dec 9, 2018

Excellent course and professor!

By Bill D

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Dec 8, 2016

Fantastic course. Leaned a lot!

By Seyed A A H

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Feb 4, 2018

Awesome course and instructor!

By sirsendu s

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Sep 29, 2017

couldnt get a better teacher !

By ABHISHEK S B

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Nov 12, 2021

VERY GOOD COURSE FOR STUDENTS

By Noman M A

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Dec 11, 2017

Professor Scott is the best!!

By James H T

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Mar 16, 2020

Great course, great teacher!

By Dan D

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Oct 5, 2018

great course on investments!

By Ann M

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Aug 12, 2018

Great class. Learned a lot.

By GUILLERMO R

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Aug 9, 2022

Great Course Thanks You!!!

By KOFFI K J

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Oct 21, 2019

Thank you for this course

By Deepak

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Dec 30, 2016

Super class. Learnt a lot

By Neha s

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Jul 16, 2020

This is excellent course

By Artem A

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Dec 7, 2019

Awesome course! Thanks.

By 077_Om S

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Oct 22, 2023

Behavioural economics

By Gerdjaie M

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Dec 9, 2020

Professor is awesome!

By Muhammad A

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Oct 19, 2017

Great Course

Thank you

By Yelchuri V S S

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Sep 4, 2021

Amazing Instructor !

By Roberto G

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Oct 25, 2020

Excellent course.

By MAYUR B

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Dec 6, 2019

Excellent Course!

By Antonio L

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Aug 27, 2019

Excellent course!

By Ponciano R

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Feb 12, 2019

Fantastic course!