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Investment and Portfolio Management

In this four-course Specialization, you’ll learn the essential skills of portfolio management and personal investing. All investors – from the largest wealth funds to the smallest individual investors – share common issues in investing: how to meet their liabilities, how to decide where to invest, and how much risk to take on. In this Specialization, you will learn how to think about, discuss, and formulate solutions to these investment questions. You will learn the theory and the real-world skills necessary to design, execute, and evaluate investment proposals that meet financial objectives. You will begin with an overview of global financial markets and instruments that characterize the investment opportunities available to today’s investor. You will then learn how to construct optimal portfolios that manage risk effectively, and how to capitalize on understanding behavioral biases and irrational behavior in financial markets. You will learn the best practices in portfolio management and performance evaluation as well as current investment strategies. By the end of your Capstone Project, you will have mastered the analytical tools, quantitative skills, and practical knowledge necessary for long-term investment management success. To see an overview video for this Specialization, click here!

Status: Securities (Finance)
Status: Financial Systems
BeginnerSpecialization

Top reviews across Investment and Portfolio Management

AD

Reviewed Apr 30, 2020

Excellent course. Well structured and more importantly kept it clear, simple and to the points. Dr. Arzu has done full justice in delivering the course. Appreciate it.

AS

Reviewed Aug 17, 2019

One of the finest courses on Coursera. Gives a deep and invaluable insight into Investment and Portfolio Management theories and practices. A must do!

AD

Reviewed Jul 14, 2020

Well explained with lots of examples and research documents.

LM

Reviewed Mar 12, 2017

Very informative and enlightening. Learnt quite a lot.

WC

Reviewed Aug 14, 2017

A practical approach in managing investment portfolio.

SS

Reviewed Feb 20, 2022

It was the best course which I enrolled. I suggest everyone to give it a try once. I got to know many technical terms. Thank you Coursera for creating such great opportunities for us.

XX

Reviewed Jun 15, 2020

Professor is great and professional. But the contents in week 2 are too many, I think it could be better they are divided into two-week studying.

AA

Reviewed Jul 1, 2020

For me, it is an excellent course. Understanding some concepts of biases and behavior when making portfolio decisions is a good addition to knowledge when making investment decisions.Tks Dr. O

MM

Reviewed Aug 12, 2017

Very practical course. Highly recommended for someone pursuing a asset management role.

TP

Reviewed Mar 15, 2018

Thank you Professor Jill Foote and the course team for a practical, well-organized, carefully crafted and clearly presented course.

VG

Reviewed Nov 14, 2020

Very good knowledge of how to use the various financial securities which helps in terms of being a good investor / trader. Tutor is amazing at explaining every bit of the subject.

SA

Reviewed Apr 7, 2021

It's an excellent course, but in my opinion this kind of courses need more examples to be more comprehensive and friendly to the people en general.

Learner reviews across Investment and Portfolio Management

Showing: 19 of 438

Jonathan
Course: Global Financial Markets and Instruments
2.0
Reviewed Mar 25, 2018Course: Global Financial Markets and Instruments
Ayush
Course: Global Financial Markets and Instruments
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Keenan
Course: Global Financial Markets and Instruments
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Reviewed Nov 23, 2017Course: Global Financial Markets and Instruments
Carlo
Course: Global Financial Markets and Instruments
2.0
Reviewed Oct 21, 2018Course: Global Financial Markets and Instruments
Marcel
Course: Global Financial Markets and Instruments
2.0
Reviewed May 14, 2018Course: Global Financial Markets and Instruments
Danny
Course: Global Financial Markets and Instruments
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Reviewed Feb 21, 2019Course: Global Financial Markets and Instruments
Ahmad
Course: Global Financial Markets and Instruments
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Gavesh
Course: Global Financial Markets and Instruments
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Deleted
Course: Global Financial Markets and Instruments
3.0
Reviewed Dec 19, 2018Course: Global Financial Markets and Instruments
Paulina
Course: Global Financial Markets and Instruments
5.0
Reviewed Jun 14, 2019Course: Global Financial Markets and Instruments
Fadhel
Course: Global Financial Markets and Instruments
5.0
Reviewed Jan 15, 2018Course: Global Financial Markets and Instruments
David
Course: Global Financial Markets and Instruments
5.0
Reviewed Mar 27, 2019Course: Global Financial Markets and Instruments
Jared
Course: Global Financial Markets and Instruments
5.0
Reviewed Jun 25, 2020Course: Global Financial Markets and Instruments
Benjamin
Course: Global Financial Markets and Instruments
3.0
Reviewed May 15, 2019Course: Global Financial Markets and Instruments
Hang
Course: Global Financial Markets and Instruments
3.0
Reviewed Aug 21, 2024Course: Global Financial Markets and Instruments
Prateek
Course: Global Financial Markets and Instruments
3.0
Reviewed Jun 29, 2018Course: Global Financial Markets and Instruments
Michael
Course: Global Financial Markets and Instruments
2.0
Reviewed May 19, 2020Course: Global Financial Markets and Instruments
C_1307
Course: Global Financial Markets and Instruments
1.0
Reviewed Jan 5, 2023Course: Global Financial Markets and Instruments
Shannon
Course: Global Financial Markets and Instruments
1.0
Reviewed Aug 25, 2018Course: Global Financial Markets and Instruments