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Investment Management

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

Status: Equities
Status: Risk Management
BeginnerSpecialization

Top reviews across Investment Management

NS

Reviewed May 20, 2026

Good basic review. I like the part, "common mistakes you will no longer make", all the animals, your shoes& your watch. Oh and definitely the BigMac parity and all the glasses on the floor.

VA

Reviewed Jun 7, 2021

Excellent course! The quiz questions were hard. Not because of the concept but because of the way they were worded. Maybe it was intentional.

AB

Reviewed Apr 28, 2021

Thoroughly enjoyed the course. Lecturers were clear and easy to understand. I feel this course would be a great aid for anyone pursuing a career in financial industries.

FK

Reviewed May 1, 2020

As with the earlier courses, the content was comprehensive and presented in a very engaging style. Each and every faculty member stands out in her/his own way and Prof. Michel Girardin is THE BEST!

LG

Reviewed Dec 13, 2020

Amazing! This course is really good! Easy to follow and very well strutured. Althought, it would be good if sources and platform with info about the assests of hedge funds where provided.

SJ

Reviewed Nov 1, 2019

This course is a guide and a beginning to the path towards finance and investment banking. This course will deal with the macroeconomic concepts. It also deals with the basics of finance.

CL

Reviewed Jun 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.

RN

Reviewed Jul 6, 2022

The way prof. of Universty of genava teaches is reallly a topp and UBS guest lectures .. Thank you all for this valuable knowledge and experience both ..

FC

Reviewed Jan 15, 2020

I have really enjoyed this specialization courses, the lecturers with huge capacity and broad knowledge in finance area, the way of explaining all the material. I recommend it completely.

AG

Reviewed Jul 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.

AF

Reviewed Mar 14, 2016

This course excellent provides all the basic information which is important and necessary would recommend the course to all the newbies in financial markets P.S:The professors are AMAZING!

NB

Reviewed Apr 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.

Learner reviews across Investment Management

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Alexey
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