Sep 10, 2016
Great! This course will help you learn how to make a proper portfolio which optimally matched to your risk&return preference and how to manage your portfolio's risk level with financial instruments.
Sep 11, 2016
Thoroughly engaging presentation of a topic that was very much esoteric to me previously. I would highly recommend this course to anyone looking for insight into portfolio and risk management.
By ARVIND K S•
Mar 21, 2019
An excellent course in terms of learning a number of new concepts like the Modern Portfolio Theory, and its limitations. Profiling customers, constructing strategic and tactical portfolios, the pros and cons of investing across geographies and currencies, hedging risks and concepts like VaR and Expected Shortfall-these concepts were taught with great empathy and passion. Macroeconomic variables to help in market timings were also a revelation. The only suggestion I have is for a more balanced quanti-quali mix.
Apr 27, 2017
This is a good introductory course to whom has never worked with or studied investing. Instructors are clear and didactical. In this review I will focus on three main points of improvement:
1) Not deepening in Portfolio’s Risk formulas/calculations: lots were said about how correlation and (co)variance of individual assets can influence the whole portfolio’s risk. Though, It was not taught how to calculate the whole portfolio’s risk (ex.: how to do a variance-covariance matrix).
2) Not applying what was taught in practical and holistic cases (considering multiple classes of assets and risk profile): I believe many of those who attended to this course want as output to conduct a Portfolio Optimization. Although we know all the concepts behind Modern Portfolio Theory’s and Diversification, none can apply it in an excel or to a given case. For that, I found a really interesting tutorial video from Dr. Colby Wright in YouTube that helped me on that. It was simple and would be a great conclusion if added to this course.
3) Debating Modern Portfolio Theory’s theoretical limitations, but not leading to new theories or more applicable one’s to surpass its limitations.
I do know this course is one of a series of other courses in a Specialization. Maybe some of those points of improvement is answered in another course. I hope instructors might consider the course design and review the points in order to improve attendant’s learning, event if we do not attend the whole specialization.
By Thanush P•
Jul 19, 2019
Some of instructors are good and some are annoy that make some class be a bit boring and annoying. overall is ok.
By Wesley A B•
Jul 17, 2019
Excellent course!!! I totally recommend this course. It's an amazing step to start and dive into Finance and Portfolio Management.
It also provide a complete wide-range view of Global Financial Market and Assets, by introducing Portfolio Modern Theory, going to investors profile, home bias and diversification and ending up at Monetary, Currency and Portfolio Risks.
Congrats to all.
By Andreas S•
Jul 06, 2019
Great review/overview of the key concepts in wealth management, portfolio theory and optimisation with practical application. Also enjoyed learning about risk management concepts and computing methods. Totally recommend
By Olivia C•
Jul 03, 2019
I really enjoyed and outstanding. Excellent teachers.
By Maha b•
Jun 24, 2019
By Srinivasan K•
Jun 12, 2019
The best course ever i attended on investment and portfolio management. Relevant concepts are covered as part of this course syllabi and faculty members knowledge is really commendable.
Certainly this course upgraded my knowledge to new version. I do strongly recommending this course to aspiring minds who want to get into successful Fund Managers
By Saras C•
May 01, 2019
Good presentation with the basics of Equity and Bond markets being covered.
By Tamara L•
Apr 17, 2019
Best course in the market.
By Nancy Y•
Apr 16, 2019
I learned a lot about risk management and optimal portfolio construction.
By Ahmed A R A•
Apr 06, 2019
Very well structured, great lecturers with a good pace and way of explaining. Amazing guest speakers for a balance between practice and theory
By Париков И•
Mar 29, 2019
Very cool! Thank You for such informative course
By Dang D T•
Mar 29, 2019
Its really helpful for me to extend and update my knowledge
By Wongsakorn S•
Mar 20, 2019
By Niklas A•
Mar 19, 2019
Basic, but well teached course.
By Kolorizos C•
Mar 16, 2019
By Sachin P X•
Mar 10, 2019
Great learning in this course, however the currency risk portion could have been explained in more detail and with more patience. It was a hard topic to grasp. But, overall a very good course.
By ABENA C H•
Mar 05, 2019
Feb 20, 2019
Excellent course and professors
By Mohamad K A•
Feb 11, 2019
By Paolo N•
Jan 28, 2019
Excellent like all this set of courses by University of Geneva, very well prepared
By LAKSHMI k S•
Jan 18, 2019
Was very interesting and was presented very well! Thank you!
By EYRAM A K•
Jan 14, 2019
THE COURSE GAVE ME DEEP UNDERSTANDING INTO PORTFOLIO MANAGEMENT BY ASSET MANAGEMENT FIRMS
By Prashant N•
Jan 13, 2019
I am really impressed and have learnt a lot from the topics covered in this course. However, I believe the learning curve shot up very sharply from Week 3 to Week 4. There is a lot more that could have been talked about Options and Forwards, and I don't think the course did justice to the subject, and the pace at which it escalated makes me wonder how long I'll be able to retain it.