This course is part of the Investment Management Specialization

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stars
376 ratings

University of Geneva- Michel Girardin

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Investment Management SpecializationUniversity of Geneva

About this Course

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In this Capstone project, you will have to choose between three different characters (each with a unique set of financial constraints and objectives) and design an appropriate wealth plan for them over the next 5 years.
You will have to use the knowledge you gained in each of the four preceding courses to reach that objective. Indeed, you will need to know which assets to consider and how to manage them depending on changes in the economic outlook (Course 1), how to evaluate and deal with your character's emotional biases in order to suggest them a wealth strategy they will be able to follow (Course 2), how to build an optimal portfolio and manage its risk once the strategy has been designed (Course 3) and how to adequately measure the performance of your plan while taking advantage of investment vehicles and future trends in the investment management industry to further your character's goals (Course 4).

This Capstone project was designed in collaboration with UBS, our corporate partner, who benefits from years of experience in guiding clients with their wealth planning.

Flexible deadlines

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Shareable Certificate

Earn a Certificate upon completion

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Course 5 of 5 in the

Investment Management Specialization

Approx. 13 hours to complete

English

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Skills you will gain

Investment Management
Microsoft Excel
Finance
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 5 of 5 in the

Investment Management Specialization

Approx. 13 hours to complete

English

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

Try Coursera for Business

Instructor

Instructor rating

4.93/5 (48 Ratings)

University of Geneva- Michel Girardin

Lecturer in Macro-Finance - Project Leader for the "Investment Management" specialization

Geneva Finance Research Institute

187,338 Learners

5 Courses

Offered by

University of Geneva

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Syllabus - What you will learn from this course

Content Rating94%(1,179 ratings)

Week1

Week 1

3 hours to complete

Client Profile

3 hours to complete

16 videos (Total 90 min), 1 reading, 1 quiz

16 videos

Welcoming video & project overview3mClient profile - Quick recap - part 110mClient profile - Quick recap - part 210mThe basic steps in investment2mCognitive biases when choosing which assets to look at3mCognitive biases when processing financial information4mCognitive biases when rebalancing your portfolio4mCognitive biases when evaluating performance2mWrap-up3mHow our emotions impact our investment decisions4mWhy we trade6mWhat can we learn from this?9mThe key things you need to know to define your investment profile - UBS guest speaker4mThe path from an investor's profile to his/her optimal investment strategy - UBS guest speaker2mHow our age and wealth affect our investment profile - Main views8mHow our age and wealth affect our investment profile - Robo-advisors8m

1 reading

Pick a client!10m

Week2

Week 2

3 hours to complete

Investment Policy

3 hours to complete

13 videos (Total 85 min)

13 videos

Overview of the milestone2mRisk as volatility?4mThe risk-return trade-off - UBS guest speaker5mMeasuring our risk tolerance5mDistribution of returns - Graphical representation8mDistribution of returns - Numbers5mThe impact of correlation - The benefits of diversification5mThe impact of correlation - Maximizing diversification6mA 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 - 200010mKey drivers of tactical asset allocation - Goals8mKey drivers of tactical asset allocation - Implementation4m

Week3

Week 3

3 hours to complete

First Reporting and Rebalancing

3 hours to complete

7 videos (Total 34 min)

Week4

Week 4

4 hours to complete

Final Reporting

4 hours to complete

6 videos (Total 47 min)

Reviews

4.7

82 reviews

5 stars
80.85%
4 stars
14.09%
3 stars
2.12%
2 stars
0.26%
1 star
2.65%

TOP REVIEWS FROM PLANNING YOUR CLIENT'S WEALTH OVER A 5-YEAR HORIZON

by ACMar 25, 2022

This class is very practical! The whole specialization is very well-planned for beginners! Easy to understand and follow along! Thank you for these great learning materials!

by AGJul 4, 2017

Practical approach that will allow you to build and manage real portfolios. Really interesting! Thanks to everyone involved in the creation of this specialisation.

by SKSep 3, 2017

Excellent practical usage and apply of the specialization material!

by AADec 27, 2019

Great wrap-up for the concepts and a practical application on them.

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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Planning your Client's Wealth over a 5-year Horizon

About this Course

Skills you will gain