À propos de ce cours
4.7
476 notes
52 avis
Spécialisation
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100% online

Commencez dès maintenant et apprenez aux horaires qui vous conviennent.
Dates limites flexibles

Dates limites flexibles

Réinitialisez les dates limites selon votre disponibilité.
Heures pour terminer

Approx. 11 heures pour terminer

Recommandé : 4 weeks of study, 1-3 hours/week...
Langues disponibles

Anglais

Sous-titres : Anglais...

Compétences que vous acquerrez

Investment ManagementSustainabilityFinanceSocially Responsible Investing
Spécialisation
100% online

100% online

Commencez dès maintenant et apprenez aux horaires qui vous conviennent.
Dates limites flexibles

Dates limites flexibles

Réinitialisez les dates limites selon votre disponibilité.
Heures pour terminer

Approx. 11 heures pour terminer

Recommandé : 4 weeks of study, 1-3 hours/week...
Langues disponibles

Anglais

Sous-titres : Anglais...

Programme du cours : ce que vous apprendrez dans ce cours

Semaine
1
Heures pour terminer
2 heures pour terminer

General Introduction and Key Concepts

Welcome to the course and this introductory module! After reviewing some mistakes you will no longer make after following this course and some useful things to know before the course, we will dive into one of the main topics of this course: the active versus passive investment management debate....
Reading
9 vidéos (Total 63 min), 1 lecture, 1 quiz
Video9 vidéos
Some common mistakes you will no longer make after this course - Performance6 min
Some common mistakes you will no longer make after this course - Selling8 min
What is useful to know before this course?2 min
Some products you will master when you next meet your bank advisor - Mutual funds9 min
Some products you will master when you next meet your bank advisor - Closed-end funds7 min
Introduction to active versus passive management - Definitions5 min
Introduction to active versus passive management - Passive8 min
Introduction to active versus passive management - Active5 min
Reading1 lecture
Glossary10 min
Quiz1 exercice pour s'entraîner
Graded quiz on the content of Week 110 min
Semaine
2
Heures pour terminer
2 heures pour terminer

Assessing Performance

Welcome to the second module of the course! Here, we will start by talking about absolute versus relative performance and mandates. The second topic of this module will be performance measurement using risk-adjusted performance ratios but also asset pricing models. Finally, we will see how to decompose and attribute performance between the different types of investment decisions undertaken by fund managers....
Reading
10 vidéos (Total 80 min), 1 quiz
Video10 vidéos
Choosing the right benchmark - UBS guest speaker8 min
Shifting from relative to absolute return mandates8 min
The Sharpe, Treynor and Sortino ratios - Sharpe8 min
The Sharpe, Treynor and Sortino ratios - Treynor and Sortino8 min
Tracking Error - UBS guest speaker4 min
Using asset pricing models to estimate fund performance9 min
Defining performance analysis - UBS guest speaker6 min
Performance attribution - Introduction5 min
Performance attribution - Example7 min
Quiz1 exercice pour s'entraîner
Graded quiz on the content of Week 210 min
Semaine
3
Heures pour terminer
2 heures pour terminer

Investment Vehicles

Welcome to the third module of the course! In this module, we will explore the worlds of active and passive funds and try to address whether or not active fund management provides added value to a portfolio. But before doing so, we will see how to choose the best investment vehicles among both active and passive funds. The module ends with a discussion with our corporate partner on topics that often divides the world of finance between academia on one side and practitioners on the other....
Reading
12 vidéos (Total 103 min), 1 quiz
Video12 vidéos
Dimensions in ETF selection - UBS guest speaker6 min
Beating the benchmark or the peer group? - Peer group analysis12 min
Beating the benchmark or the peer group? - Screening criteria8 min
The information ratio says it all9 min
What are the pros and cons of a structured product?10 min
Searching for hedge fund alpha: lessons from academia - Asset pricing model5 min
Searching for hedge fund alpha: lessons from academia - Evidence9 min
Do active funds really outperform passive funds? - Preliminaries7 min
Do active funds really outperform passive funds? - Evidence8 min
Active versus passive management - UNIGE & UBS Discussion - Part 19 min
Active versus passive management - UNIGE & UBS Discussion - Part 211 min
Quiz1 exercice pour s'entraîner
Graded quiz on the content of Week 320 min
Semaine
4
Heures pour terminer
2 heures pour terminer

Future Trends

Welcome to the fourth and last module of the course! This module is dedicated to future trends in investment management that are already starting to change how we think about and apply some of the ideas presented in the specialization. We will start with sustainable investing: defining it, examining its value proposition and see how it can be implemented in the context of a widely diversified portfolio. We will then take a quick look at what neurofinance is and how it can help us make better investment decisions. Finally, we will leave you with some insights as to how fintech (i.e. information technology solutions applied to finance) is likely to shape the future of the investment management industry....
Reading
12 vidéos (Total 82 min), 1 quiz
Video12 vidéos
Corporate sustainability and sustainable investing9 min
Sustainable investing: exclusion, impact investing & integration - UBS guest speaker3 min
Does sustainable investing perform in line with traditional investing? - Theoretical arguments6 min
Does sustainable investing perform in line with traditional investing? - Evidence8 min
Climate change and capital markets - Introduction6 min
Climate change and capital markets - Methodology7 min
What is Neurofinance?6 min
Understanding brain activity for better investment decisions6 min
Can business analytics (Big Data) improve the value-added of TAA?11 min
Using a Robo-advisor to better shape the SAA6 min
Specialization Outro3 min
Quiz1 exercice pour s'entraîner
Graded quiz on the content of Week 420 min
4.7
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Orientation de carrière

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a commencé une nouvelle carrière après avoir terminé ces cours
Avantage de carrière

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Meilleurs avis

par KSSep 14th 2016

Wonderful! This course help me a lot in learning how to evaluate the performance of investment vehicle such as mutual fund, also enlarge my perspectives towards future financial trends.

par ABSep 17th 2016

I recommend this course for every one interested to understand the dynamics of financial markets and the future trends of financial markets and portfolio management

Enseignants

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University of Geneva- Tony Berrada

SFI Associate Professor of Finance
Geneva Finance Research Institute
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University of Geneva- Ines Chaieb

SFI Associate Professor of Finance
Geneva Finance Research Institute
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University of Geneva- Jonas Demaurex

Teaching Assistant
Geneva Finance Research Institute
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University of Geneva- Rajna Gibson Brandon

SFI Senior Chaired Professor of Finance and Managing Director of the GFRI
Geneva Finance Research Institute
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University of Geneva- Michel Girardin

Lecturer in Macro-Finance - Project Leader for the "Investment Management" specialization
Geneva Finance Research Institute
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University of Geneva- Philipp Krueger

SFI Assistant Professor of Finance
Geneva Finance Research Institute
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University of Geneva- Kerstin Preuschoff

Associate Professor of Neurofinance and Neuroeconomics
Geneva Finance Research Institute
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University of Geneva- Olivier Scaillet

SFI Senior Chaired Professor of Finance and Vice-dean (research) at GSEM
Geneva Finance Research Institute
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University of Geneva- Philip Valta

SFI Assistant Professor of Finance
Geneva Finance Research Institute

À propos de 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....

À propos de la Spécialisation 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....
Investment Management

Foire Aux Questions

  • Une fois que vous êtes inscrit(e) pour un Certificat, vous pouvez accéder à toutes les vidéos de cours, et à tous les quiz et exercices de programmation (le cas échéant). Vous pouvez soumettre des devoirs à examiner par vos pairs et en examiner vous-même uniquement après le début de votre session. Si vous préférez explorer le cours sans l'acheter, vous ne serez peut-être pas en mesure d'accéder à certains devoirs.

  • Lorsque vous vous inscrivez au cours, vous bénéficiez d'un accès à tous les cours de la Spécialisation, et vous obtenez un Certificat lorsque vous avez réussi. Votre Certificat électronique est alors ajouté à votre page Accomplissements. À partir de cette page, vous pouvez imprimer votre Certificat ou l'ajouter à votre profil LinkedIn. Si vous souhaitez seulement lire et visualiser le contenu du cours, vous pouvez accéder gratuitement au cours en tant qu'auditeur libre.

D'autres questions ? Visitez le Centre d'Aide pour les Etudiants.