This course is part of the Investment Management Specialization

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University of Geneva- Tony Berrada +6 more instructors

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Investment Management SpecializationUniversity of Geneva

About this Course

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In this course, you will dive into the concepts of rationality and irrationality and understand how they impact our investment decisions and what the consequences can be at the market level.
You will first explore the different biases that we, as humans, are subjected to when facing investment decisions and how they may impact the outcomes of these decisions. Moreover, you will see how emotions and ethical concerns such as honesty and trust influence market participants. When they are considered as a group rather than individually, you will discover how rationality and irrationality can drive asset prices to and away from their fair value. Finally, you will be presented with different portfolio construction methodologies and investment styles that make up the landscape of today's portfolio management industry. 

At key points throughout the course, you will benefit from the practical knowledge of experts from our corporate partner, UBS, in how to build and manage clients' portfolios.

Flexible deadlines

Reset deadlines in accordance to your schedule.

Shareable Certificate

Earn a Certificate upon completion

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Course 2 of 5 in the

Investment Management Specialization

Approx. 8 hours to complete

English

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Skills you will gain

Portfolio Construction
Investment Style
Cognitive Bias
Investment

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.

Course 2 of 5 in the

Investment Management Specialization

Approx. 8 hours to complete

English

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

Try Coursera for Business

Instructors

Instructor rating

4.87/5 (150 Ratings)

Offered by

University of Geneva

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Syllabus - What you will learn from this course

Content Rating94%(5,306 ratings)

Week1

Week 1

1 hour to complete

General Introduction and Key Concepts

1 hour to complete

7 videos (Total 36 min), 2 readings, 3 quizzes

7 videos

Why you should choose this course2mAn example: buying is easy, but when is it a good time to sell? - Buying7mAn example: buying is easy, but when is it a good time to sell? - Holding3mAn example: buying is easy, but when is it a good time to sell? - Selling10mThe key things you need to know to define your investment profile - UBS guest speaker4mWhat you will learn in this Module1mRational decision making7m

2 readings

Course syllabus5mGlossary10m

3 practice exercises

Practice quiz on the relevant content of Course 1 (Understanding Financial Markets)10mGuess 2/3 of the average2mGraded quiz on the content of Week 110m

Week2

Week 2

2 hours to complete

How Individuals Make Financial Decisions

2 hours to complete

15 videos (Total 83 min)

15 videos

How our brain may misinterpret information4mThe basic steps in investment2mBiases when choosing which assets to look at3mBiases when processing financial information4mBiases when rebalancing you portfolio4mBiases when evaluating performance2mWrap up3mHow our emotions impact our investment decisions4mWhy we trade6mWhat can we learn from this?9mThe role of media in financial markets10mHonesty and trust in investment decision making - Study design10mHonesty and trust in investment decision making - Study results5mImpact Investing - UBS guest speaker4mAre emotions always a bad thing in investing?4m

1 practice exercise

Graded quiz on the content of Week 210m

Week3

Week 3

3 hours to complete

Market Efficiency, Bubbles & Crises

In this third week, we will have a look at investors’ behavior as a group. How does it impact asset prices? How do these prices reflect available information? What does it imply for the profitability of some trading strategies? What can go wrong in this price formation process and how can (and did) it cause financial bubbles and crises? This week also features as special guest: Prof. Jean-Pierre Danthine, former vice-chairman of the Swiss National Bank, who will offer insights into some of these issues.

3 hours to complete

18 videos (Total 138 min)

18 videos

What you will learn in this Module53sDefining market efficiency6mTesting for the efficient market hypothesis: Weak form7mTesting for the efficient market hypothesis: Semi strong form6mTesting for the efficient market hypothesis: Strong form4mOverview of different origins of financial crises3mA first example for the development and fallout of a real crisis: the VW scandal4mA second example for the development and fallout of a real crisis: oil shocks - 1970s8mA second example for the development and fallout of a real crisis: oil shocks - 2000s6mA first example of an anticipation crisis: 1987 - The "Fed Model"9mA first example of an anticipation crisis: 1987 - The crash8mA second example of an anticipation crisis: 200010mThe perfect storm: the global financial crisis - Global imbalances9mThe perfect storm: the global financial crisis - Policy errors9mThe perfect storm: the global financial crisis - Lax regulation7mHow do central banks deal with the issue of financial (in)stability? - Course 1 recap10mHow do central banks deal with the issue of financial (in)stability? - Asset prices8mAn interview with Prof. Jean-Pierre Danthine16m

2 practice exercises

Graded quiz on market efficiency10mGraded quiz on the origins of financial bubbles and crises10m

Week4

Week 4

2 hours to complete

Portfolio Construction and Investment Styles

In this final week, we will look at two main portfolio construction methodologies: top-down and bottom-up. We will see how they differ but also how they can be combined. In the second lesson, we will review some important investment styles that are commonly used in the portfolio management industry. In this final lesson, you will also be given the opportunity to experiment with different trading strategies and compare your results with fellow learners.

2 hours to complete

11 videos (Total 87 min)

11 videos

What you will learn in this Module5mBuilding a portfolio the top-down way – Definition8mBuilding a portfolio the top-down way – Use7mBuilding a portfolio the top-down way – Importance6mPortfolio construction via bottom-up - UBS guest speaker7mValue versus growth12mFundamental or quantitative driven style? - UBS guest speaker3mContrarian versus momentum - Momentum10mContrarian versus momentum - Contrarian8mCore & satellite11mThematic investing - UBS guest speaker3m

2 practice exercises

Graded quiz on portfolio construction10mGraded quiz on investment styles10m

Reviews

4.8

288 reviews

5 stars
80.32%
4 stars
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3 stars
2.13%
2 stars
0.23%
1 star
0.40%

TOP REVIEWS FROM MEETING INVESTORS' GOALS

by ASDec 30, 2016

Great adventure to deeper understanding and building new investor`s goals and opportunities. One of the best classes I ever seen. Thank you very much!

by CLJun 6, 2022

This course is excellent both in the teaching materials and the way of teaching.

The professors and the guest speakers are very experienced in their subject matter.

by NBApr 6, 2016

Great course! I like how it explained basic ideas of setting up an investment portfolio. And how it went into detail, such as thematic investing.

by PMOct 17, 2020

Truly remarkable course. In-depth teaching of different investment portfolio styles, constructions, approaches, etc. Absolutely recommended and look forward to progressing in this specialization!

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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Meeting Investors' Goals

About this Course

Skills you will gain

Instructors

University of Geneva- Tony Berrada

University of Geneva- Jonas Demaurex

University of Geneva- Rajna Gibson Brandon

University of Geneva- Michel Girardin

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

How Individuals Make Financial Decisions

Market Efficiency, Bubbles & Crises

Portfolio Construction and Investment Styles

Reviews

TOP REVIEWS FROM MEETING INVESTORS' GOALS

About the Investment Management Specialization

Frequently Asked Questions

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Meeting Investors' Goals

About this Course

Skills you will gain

Instructors

University of Geneva- Tony Berrada

University of Geneva- Jonas Demaurex

University of Geneva- Rajna Gibson Brandon

University of Geneva- Michel Girardin

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

How Individuals Make Financial Decisions

Market Efficiency, Bubbles & Crises

Portfolio Construction and Investment Styles

Reviews

TOP REVIEWS FROM MEETING INVESTORS' GOALS

About the Investment Management Specialization

Frequently Asked Questions

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