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
About this Specialization
Skills you will gain
Investment ManagementRisk ManagementFinancial MarketsFinance
How the Specialization Works
Take Courses
A Coursera Specialization is a series of courses that helps you master a skill. To begin, enroll in the Specialization directly, or review its courses and choose the one you'd like to start with. When you subscribe to a course that is part of a Specialization, you’re automatically subscribed to the full Specialization. It’s okay to complete just one course — you can pause your learning or end your subscription at any time. Visit your learner dashboard to track your course enrollments and your progress.
Hands-on Project
Every Specialization includes a hands-on project. You'll need to successfully finish the project(s) to complete the Specialization and earn your certificate. If the Specialization includes a separate course for the hands-on project, you'll need to finish each of the other courses before you can start it.
Earn a Certificate
When you finish every course and complete the hands-on project, you'll earn a Certificate that you can share with prospective employers and your professional network.
There are 5 Courses in this Specialization
Course1
Understanding Financial Markets
4.7
2,177 ratings
In this course, you will learn what the main financial markets and their characteristics are as well as how they are linked to the economy.
Our very diversified team of experts will start by teaching you how the price of stocks and bonds are computed and why they move while you will become increasingly aware of the notion of risk and why it matters when measuring an investment's performance. The focus will then move to less popular markets such as gold, emerging markets, real estate, hedge funds and private markets. These will be analyzed with an emphasis on their particular risks and return opportunities as well as how they can help in building efficient portfolios. Finally, the policies of central banks and their impact on financial markets will be presented to you along with the link between the economy and the price of financial assets.
All along these different steps, experts from UBS, our corporate partner, will show you how the concepts you just acquired are effectively applied in a leading global bank. This focus on practicality means you will not only understand what is going on in global financial markets but also start to figure out how you can use them to achieve financial goals, be it a client's or your own.
Course Director and main teaching contributor: Dr. Michel Girardin, Lecturer in Macro-Finance, University of Geneva
Course2
Meeting Investors' Goals
4.8
908 ratings
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.
Course3
Portfolio and Risk Management
4.7
871 ratings
In this course, you will gain an understanding of the theory underlying optimal portfolio construction, the different ways portfolios are actually built in practice and how to measure and manage the risk of such portfolios.
You will start by studying how imperfect correlation between assets leads to diversified and optimal portfolios as well as the consequences in terms of asset pricing. Then, you will learn how to shape an investor's profile and build an adequate portfolio by combining strategic and tactical asset allocations. Finally, you will have a more in-depth look at risk: its different facets and the appropriate tools and techniques to measure it, manage it and hedge it.
Key speakers from UBS, our corporate partner, will regularly add a practical perspective on these different topics as you progress through the course.
Course4
Securing Investment Returns in the Long Run
4.7
536 ratings
In this course, you will learn about the famous dichotomy between active and passive investing, how to appropriately measure and analyze investment performance and what the future trends in the investment management industry are.
You will first learn about absolute and relative performance, risk-adjusted returns and how to decompose investment performance. The focus will then shift to the two main categories of investment vehicles, active and passive funds, and what they entail in terms of expected performance. Finally, you will explore the worlds of sustainable finance, neurofinance and fintech, three areas of research that will shape the future of the investment management industry.
You will also benefit from the insights of experts from UBS, our corporate partner, on the practical implementation of the various concepts we will develop in this course.
Instructors
University of Geneva- Rajna Gibson Brandon
SFI Senior Chaired Professor of Finance and Managing Director of the GFRIGeneva Finance Research Institute
University of Geneva- Ines Chaieb
SFI Associate Professor of FinanceGeneva Finance Research Institute
Themis Themistocleous
UBS Guest Lecturer, Head European Investment OfficeChief Investment Office, UBS Wealth Management
University of Geneva- Philip Valta
SFI Assistant Professor of FinanceGeneva Finance Research Institute
University of Geneva- Tony Berrada
SFI Associate Professor of FinanceGeneva Finance Research Institute
Mike Ryan
UBS Guest Lecturer, Chief Investment StrategistChief Investment Office, UBS Wealth Management Americas
Mark Haefele
UBS Guest Lecturer, Global Chief Investment OfficerWealth Management and Wealth Management Americas
Brian Nick
UBS Guest Lecturer, StrategistChief Investment Office, UBS Wealth Management Americas
University of Geneva- Martin Hoesli
Professor of Real estate investmentsGeneva Finance Research Institute
Simon Smiles
UBS Guest Lecturer, Chief Investment Officer UHNWChief Investment Office, UBS Wealth Management
University of Geneva- Jonas Demaurex
Teaching AssistantGeneva Finance Research Institute
Thomas Wacker
UBS Guest Lecturer, Head CIO CreditChief Investment Office, UBS Wealth Management
University of Geneva- Philipp Krueger
SFI Assistant Professor of FinanceGeneva Finance Research Institute
Dirk Effenberger
UBS Guest Lecturer, Head CIO Cross-Regional Investment OfficeChief Investment Office, UBS Wealth Management
Chris Wright
UBS Guest Lecturer, Cross-Asset StrategistChief Investment Office, UBS Wealth Management
University of Geneva- Olivier Scaillet
SFI Senior Chaired Professor of Finance and Vice-dean (research) at GSEMGeneva Finance Research Institute
University of Geneva- Michel Girardin
Lecturer in Macro-Finance - Project Leader for the "Investment Management" specializationGeneva Finance Research Institute
University of Geneva- Kerstin Preuschoff
Associate Professor of Neurofinance and NeuroeconomicsGeneva Finance Research Institute
Industry Partners
About University of Geneva
Founded in 1559, the University of Geneva (UNIGE) is one of Europe's leading universities. Devoted to research, education and dialogue, the UNIGE shares the international calling of its host city, Geneva, a centre of international and multicultural activities with a venerable cosmopolitan tradition.
Frequently Asked Questions
What is the refund policy?
Can I just enroll in a single course?
Yes! To get started, click the course card that interests you and enroll. You can enroll and complete the course to earn a shareable certificate, or you can audit it to view the course materials for free. When you subscribe to a course that is part of a Specialization, you’re automatically subscribed to the full Specialization. Visit your learner dashboard to track your progress.
Is financial aid available?
Can I take the course for free?
Is this course really 100% online? Do I need to attend any classes in person?
This course is completely online, so there’s no need to show up to a classroom in person. You can access your lectures, readings and assignments anytime and anywhere via the web or your mobile device.
Will I earn university credit for completing the Specialization?
This Specialization doesn't carry university credit, but some universities may choose to accept Specialization Certificates for credit. Check with your institution to learn more.
More questions? Visit the Learner Help Center.
Coursera provides universal access to the world’s best education,
partnering with top universities and organizations to offer courses online.
© 2019 Coursera Inc. All rights reserved.
