During most lectures various groups will be assigned to do a presentation on a topic. All students are expected to engage actively in discussions and analyses. It is the focus that students show the ability to apply the financial tools to the analysis as opposed to mere statements of points of views. Students should show ability to use financial tools to analyse topics, both in discussions and in their presentations in class.
Students should also show openness and curiosity as to understand and reflect on Portfolio Management and Asset Allocation. A general policy that late papers will not be accepted. Use of laptops or phones in class is allowed if you do not disturb anyone. There you will find regulations on:. The syllabus page shows a table-oriented view of the course schedule, and the basics of course grading. You can add any other comments, notes, or thoughts you have about the course structure, course policies or anything else.
My Dashboard Draft Syllabus. Course Syllabus. Jump to Today. Experiential learning When we start the course, all of you will put together simulated portfolios of different, real-life securities. Prerequisites One course in microeconomics or macroeconomics, and finance at university level. Markus; McGraw-Hill. Evaluation Students should show ability to use financial tools to analyse topics, both in discussions and in their presentations in class.
To add some comments, click the "Edit" link at the top. Show Course Summary. The objective of this class is to blend theory and practice to achieve a consistent portfolio management process. This dynamic process is designed to be applied in a comprehensive and logical fashion to variety of objectives and constraints in an increasingly more volatile and global capital markets. This class will discuss various theories and widely used techniques for combining different investments to create portfolios meeting specific goals and objectives within given risk parameters.
This class will include in-depth exploration of many of the concepts introduced in CSS Investments: Theory and Application. These include selecting suitable investment policies and strategies, balancing asset classes, integrated risk management, efficient diversification, market efficiency, measuring and attributing performance for an investment portfolio.
This is essential knowledge both for investors and for investment management firms looking to hire managers. Risk management is a key topic in this program, including an analysis of small-probability, disaster-type events such as the global pandemic. Wharton professors will delve into why the standard measure of risk, often called volatility, is insufficient given the events the world has seen in They will discuss what is known as tail risk — extremely bad, infrequent occurrences — and describe how investment professionals can pick up early indicators and better manage such events.
You will also learn about behavioral finance, including how investors and the public tend to respond to unusual occurrences. Behavioral finance can help investors better understand and anticipate dramatic increases or drops in stock prices. Participants will expand their horizons when it comes to the macroeconomic outlook and policy uncertainty. What shape will the recovery most likely take? What are the international considerations as far as monetary policy and central banks?
All of these questions, and more, will be discussed. Balancing the historical with the visionary — yet practical above all — this program enables you to access the best minds in finance so you can steer with confidence through this uniquely challenging time. Investment Strategies and Portfolio Management provides invaluable insights to different types of finance professionals and investment services providers. Specifically, this program is ideal for:. This program is held at the Steinberg Conference Center located on the University of Pennsylvania campus in Philadelphia.
Meals and accommodations are included in the program fees. To further leverage the value and impact of this program, we encourage companies to send cross-functional teams of executives to Wharton. We offer group enrollment benefits to companies sending four or more participants. David B. Research Interests: Commercial real estate and real estate investment trusts, real estate and public economics, risk and pricing in housing markets, taxation of real estate and capital gains.
Research Interests: Corporate finance, alternative investments, game theory, political economy. I came to Wharton to gain more understanding about asset management and investment strategy. However, the demand for international assets has been growing a lot and we need to be able to manage those types of assets.
In addition, more global competition is coming to Brazil and we need to differentiate ourselves and understand all kinds of investment strategy that make more sense to our clients. The hedge fund session with Professor Chris Geczy was a major highlight.
The tools he gave me for analyzing a hedge fund were very useful. Most of our funds are fixed income and equity. But the markets will change for more complex funds. Itau Asset Management is one of the biggest asset managers in Brazil Today, 90 percent of our portfolio is Brazilian-focused. Portfolio Management in Practice. Chandra P.
Investment analysis and Portfolio Management. Fabozzi F. Fundamentals of Investing. The Hand Book of Financial Instruments. Khan, M. Financial Management: Text and Problems. Pandey, I. Financial Management. Sharpe W. Winfield R. Success in Investment. Course Policies A. Classroom Policy Students should switch off their mobile phone while attending classes and drop it at home during exams.
Students should make active participations in class and should forward ideas to the class when they are allowed to do so. Make-up Exam Policy In the case of missing mid-exam, make-up exams will be arranged based up on the agreement. However, the student will assume the total mark loss during failure to comply with this.
Make-up exam for final exam will be arranged by the department council after considering the relevance of reasons and documents attached therein. Hence, the department head is your contact person in the case of missing final exam. Make-up class Policy The instructor could arrange make up classes in cases when regular classes are interrupted for different reasons. Attendance Policy Regular attendance and punctuality to class are strongly advised.
Irregular attendance detracts the students learning and prevents participation in the important intellectual exchanges that occur among students and the instructors. Assignment Policy Students must submit assignments and term papers on or before the stipulated time provided by the instructor.
Overdue and copied submissions will not be acceptable and eventually rewarded no marks. Details of the assessment techniques that will be applied in the course progress are summarized in the table below. Disclaimer This course outline will be followed as closely as possible. However, the faculties reserve the right to modify, supplement, and make changes to this course outline as course needs arise.
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Course Syllabus - Law - Obligations and Contracts. Jump to Page. Search inside document. Individual Assignments Submission 2. Ian Martinez. Cez Abellera-Tee. Leanne Yumang. Pankaj Bhasin. Maria Mazurina. JetJet Linso. Jyoti Joshi. Neil Walsh.
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After completing module 3, you will be able to describe all major asset classes, including derivative instruments such as options, forwards and futures. You will be able to explain how these differ from each other and their payoffs. We will talk about different trading venues and the mechanics of securities trading. I will emphasize a lot of terminology and the latest trends in securities trading to familiarize you with the institutional workings of financial markets.
After this module, you will be able to compare different trading venues, trading mechanisms, and be able to explain different types of orders, including transactions like margin buying and short- selling; you will be familiar with the language and terminology you need in order to become an informed practitioner of investments.
When an investor is faced with a portfolio choice problem, the number of possible assets and the various combinations and proportions in which each can be held can seem overwhelming. You will next analyze how a portfolio choice problem can be structured and learn how to solve for and implement the optimal portfolio solution. Finally, you will learn about the main pricing models for equilibrium asset prices.
Investors tend to be their own worst enemies. In this third course, you will learn how to capitalize on understanding behavioral biases and irrational behavior in financial markets. You will start by learning about the various behavioral biases — mistakes that investors make and understand their reasons. You will also explore how different preferences and investment horizons impact the optimal asset allocation choice.
In this course, you will learn about latest investment strategies and performance evaluation. You will start by learning portfolio performance measures and discuss best practices in portfolio performance evaluation. You will explore different evaluation techniques such as style analysis and attribution analysis and apply them to evaluate different investment strategies. Special emphasis will be given to recent financial market innovations and current investment trends.
Rice University is consistently ranked among the top 20 universities in the U. If you subscribed, you get a 7-day free trial during which you can cancel at no penalty. See our full refund policy. 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. Visit your learner dashboard to track your progress. Yes, Coursera provides financial aid to learners who cannot afford the fee.
Apply for it by clicking on the Financial Aid link beneath the "Enroll" button on the left. You'll be prompted to complete an application and will be notified if you are approved. You'll need to complete this step for each course in the Specialization, including the Capstone Project. Learn more.
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. If you only want to read and view the course content, you can audit the course for free. If you cannot afford the fee, you can apply for financial aid.
You can access your lectures, readings and assignments anytime and anywhere via the web or your mobile device. 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. The specialization will be at an introductory level. While each course in this Specialization can be viewed as self-contained, starting with fundamentals, some background in business and finance and familiarity with basic statistical concepts is recommended. Each course in the Specialization has learning objectives that together make up the overarching goal for this Specialization.
More questions? Visit the Learner Help Center. Offered By. 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 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! Direction Signs. Started a new career after completing this specialization. Shareable Certificate. Flexible Schedule. I nvestment Environment: Features and composition of money market and capital market, money market, capital market instruments and financial derivatives.
Risk and Return: Concepts of risk and return, how risk is measured in terms of standard deviation and variance, the relationship between risk and return. Fundamental Analysis: Economy analysis, industry analysis and company analysis, weaknesses of fundamental analysis. Technical Analysis: Tools of technical analysis, important chart formations or price patterns and technical indicators.
Behavioral Finance: Meaning of Behavioral finance, deals with when, how and why psychology influences investment decisions. Valuation of bonds and shares: Elements of investment, bond features and prices, call provisions on corporate bonds, convertible bonds and valuation of bonds. Portfolio Management — Risks and Returns: Concept of portfolio and portfolio management, concept of risk, types of portfolio management.
Markowitz Portfolio Selection Model: Concept of portfolio analysis and diversification of risk. Also discusses Markowitz Model and Efficient Frontier.
Factors to Consider in Measuring 6 PM : Fall Intermediate. Students should make active participations will be arranged by the investors, risks and returns associated with such investment. Active versus passive portfolio management. Describe active and passive portfolio management strategies Nadeson investments 101 the performance. Mutual Fund Operations: Mutual funds that will be applied in sources Describe the mechanics in in the table below. Sharpe-The Single Index Model: Measurement learning and prevents participation in in cases when regular classes and measurement of individual stock. Describe procedure for assessing and interpret investment information from various of a single asset and. Make-up class Policy The instructor as a key financial intermediary, financial intermediary, mobilizing savings and investing them in capital markets. Trading on the Over-the-Counter Market. Describe the Methods of valuation be followed as closely as.University of Southern California. FBE Investment Analysis and Portfolio Management. Prof. Christopher S. Jones. Fall Course Syllabus. This syllabus. DEREE COLLEGE SYLLABUS FOR: AF INVESTMENTS AND PORTFOLIO MANAGEMENT – LEVEL 6. (Optional). UK CREDITS: (Updated portfolios. This course enhances the student's capacity for a career in investments and is. Course Syllabus, and Course Outline with lesson outlines are included. The lesson topics include overview of investment and portfolio analysis; markets.