About this Course
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Learner Career Outcomes

14%

started a new career after completing these courses

21%

got a tangible career benefit from this course

100% online

Start instantly and learn at your own schedule.

Flexible deadlines

Reset deadlines in accordance to your schedule.

Approx. 16 hours to complete

Suggested: 7 hours/week...

English

Subtitles: English

Skills you will gain

Portfolio ConstructionInvestment StyleCognitive BiasInvestment

Learner Career Outcomes

14%

started a new career after completing these courses

21%

got a tangible career benefit from this course

100% online

Start instantly and learn at your own schedule.

Flexible deadlines

Reset deadlines in accordance to your schedule.

Approx. 16 hours to complete

Suggested: 7 hours/week...

English

Subtitles: English

Syllabus - What you will learn from this course

Week
1
1 hour to complete

General Introduction and Key Concepts

7 videos (Total 36 min), 2 readings, 3 quizzes
7 videos
An example: buying is easy, but when is it a good time to sell? - Buying7m
An example: buying is easy, but when is it a good time to sell? - Holding3m
An example: buying is easy, but when is it a good time to sell? - Selling10m
The key things you need to know to define your investment profile - UBS guest speaker4m
What you will learn in this Module1m
Rational decision making7m
2 readings
Course syllabus5m
Glossary10m
3 practice exercises
Practice quiz on the relevant content of Course 1 (Understanding Financial Markets)10m
Guess 2/3 of the average2m
Graded quiz on the content of Week 110m
Week
2
2 hours to complete

How Individuals Make Financial Decisions

15 videos (Total 83 min), 2 quizzes
15 videos
The basic steps in investment2m
Biases when choosing which assets to look at3m
Biases when processing financial information4m
Biases when rebalancing you portfolio4m
Biases when evaluating performance2m
Wrap up3m
How our emotions impact our investment decisions4m
Why we trade6m
What can we learn from this?9m
The role of media in financial markets10m
Honesty and trust in investment decision making - Study design10m
Honesty and trust in investment decision making - Study results5m
Impact Investing - UBS guest speaker4m
Are emotions always a bad thing in investing?4m
1 practice exercise
Graded quiz on the content of Week 210m
Week
3
3 hours to complete

Market Efficiency, Bubbles & Crises

18 videos (Total 138 min), 2 quizzes
18 videos
Defining market efficiency6m
Testing for the efficient market hypothesis: Weak form7m
Testing for the efficient market hypothesis: Semi strong form6m
Testing for the efficient market hypothesis: Strong form4m
Overview of different origins of financial crises3m
A first example for the development and fallout of a real crisis: the VW scandal4m
A second example for the development and fallout of a real crisis: oil shocks - 1970s8m
A second example for the development and fallout of a real crisis: oil shocks - 2000s6m
A first example of an anticipation crisis: 1987 - The "Fed Model"9m
A first example of an anticipation crisis: 1987 - The crash8m
A second example of an anticipation crisis: 200010m
The perfect storm: the global financial crisis - Global imbalances9m
The perfect storm: the global financial crisis - Policy errors9m
The perfect storm: the global financial crisis - Lax regulation7m
How do central banks deal with the issue of financial (in)stability? - Course 1 recap10m
How do central banks deal with the issue of financial (in)stability? - Asset prices8m
An interview with Prof. Jean-Pierre Danthine16m
2 practice exercises
Graded quiz on market efficiency10m
Graded quiz on the origins of financial bubbles and crises10m
Week
4
2 hours to complete

Portfolio Construction and Investment Styles

11 videos (Total 87 min), 2 quizzes
11 videos
Building a portfolio the top-down way – Definition8m
Building a portfolio the top-down way – Use7m
Building a portfolio the top-down way – Importance6m
Portfolio construction via bottom-up - UBS guest speaker7m
Value versus growth12m
Fundamental or quantitative driven style? - UBS guest speaker3m
Contrarian versus momentum - Momentum10m
Contrarian versus momentum - Contrarian8m
Core & satellite11m
Thematic investing - UBS guest speaker3m
2 practice exercises
Graded quiz on portfolio construction10m
Graded quiz on investment styles10m
4.8
160 ReviewsChevron Right

Top reviews from Meeting Investors' Goals

By MBNov 23rd 2016

I heartily thank everyone participate in this course . this course gave me a comprehensive knowledge about different types of investment styles and the optimum way to build an investment portfolio .

By MUOct 23rd 2016

I love this course because I was planning to start investing in the Bovespa (Sao Paulo, Brazil) following only the guides of sensational analysts. This course recommends being cautious. Thank you.

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- 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- 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.