À propos de ce cours
4.4
134 ratings
23 reviews
This course teaches you the concepts of risk and expected return. This course presents an overview of the basic concepts and techniques used to construct financial portfolios. You will learn about the investment process and get a very good understanding of economic, industry, and company analyses. We will also look at understanding and interpreting major portfolio management and risk concepts. Through this course, you will discover the basic concepts of Modern Portfolio Theory. In the second half of the course we explore the frameworks to measure investment performance, as well as the various measures of investment performance. Finally, you will learn how to measure performance of equity, bonds and hedge funds. After completing this course, you will be able to appreciate the details that go into the creation of investment portfolios....
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Beginner Level

Niveau débutant

Clock

Recommandé : 3 hours/week

Approx. 15 heures pour terminer
Comment Dots

English

Sous-titres : English
Globe

Cours en ligne à 100 %

Commencez dès maintenant et apprenez aux horaires qui vous conviennent.
Calendar

Dates limites flexibles

Réinitialisez les dates limites selon votre disponibilité.
Beginner Level

Niveau débutant

Clock

Recommandé : 3 hours/week

Approx. 15 heures pour terminer
Comment Dots

English

Sous-titres : English

Programme du cours : ce que vous apprendrez dans ce cours

1

Section
Clock
2 heures pour terminer

Basics of Investments

The first module discusses the basics of investment process and the time value of money. The concept of time value of money is extended to value assets with cash flows. In the process, we develop shortcuts for valuing annuities and perpetuities. The student is then introduced to the concept of Risk and Return. The module ends with a discussion of Utility theory....
Reading
10 vidéos (Total 62 min), 3 lectures, 1 quiz
Video10 vidéos
Investment Process4 min
Investment Philosophies7 min
Introduction to Time Value of Money7 min
Ordinary Annuity7 min
Compounding frequency and Effective Annual Rate7 min
Annuity Due4 min
Perpetuities and stock valuation3 min
Expected returns and risk6 min
Utility theory5 min
Reading3 lectures
6 Different Investment Philosophies10 min
Common Investment Strategies of Fund Managers10 min
Utility theory and Attitude toward Risk10 min
Quiz1 exercice pour s'entraîner
Week 1 Assessment20 min

2

Section
Clock
2 heures pour terminer

Concept of risk and return

The second module introduces the student to the concept of portfolio math and the concept of diversification. The student is taught how to construct the investment opportunity set with risky assets and risk-free asset.The student is then introduced to the concept of Market portfolio and the Capital market line....
Reading
10 vidéos (Total 59 min), 4 lectures, 1 quiz
Video10 vidéos
Capital Allocation6 min
Risky portfolios6 min
Diversification and efficient frontier5 min
Two fund separation6 min
Diversification revisited4 min
Investment opportunity set with two risky assets and a risk-free asset6 min
Investment opportunity set with three risky assets and a risk-free asset6 min
The optimal allocation between risky and risk-free assets3 min
The market portfolio and the capital market line5 min
Reading4 lectures
The pros' guide to diversification10 min
Diversification: How much is too much?10 min
The 15-Stock Diversification Myth10 min
Does the composition of the market portfolio really matter?10 min
Quiz1 exercice pour s'entraîner
Week 2 - Assessment20 min

3

Section
Clock
2 heures pour terminer

Understanding investments

This module introduces the CAPM model and the concept of Beta. The student is taught how to calculate the Beta of a security. The student is also introduced to arbitrage pricing theory. ...
Reading
10 vidéos (Total 52 min), 2 lectures, 1 quiz
Video10 vidéos
Calculating the CAPM beta6 min
The security market line4 min
Equilibrium5 min
Disequilibrium3 min
Estimating beta from data6 min
Miscellaneous topics on beta4 min
Determinants of the market risk premium4 min
Multifactor models5 min
The arbitrage pricing theory6 min
Reading2 lectures
Does the Capital Asset Pricing Model Work?10 min
Multifactor Models10 min
Quiz1 exercice pour s'entraîner
Week 3 - Assessment20 min

4

Section
Clock
2 heures pour terminer

Security analysis

The main focus of this module is portfolio performance evaluation. You will learn equity valuation....
Reading
10 vidéos (Total 58 min), 3 lectures, 1 quiz
Video10 vidéos
The arbitrage-free price6 min
Commonly-used risk factors4 min
Dividend discount models6 min
The growth rate of dividends5 min
Valuation based on comparable firms4 min
The PEG ratio and other valuation multiples6 min
Measuring portfolio or fund returns6 min
Benchmarks for portfolio performance evaluation6 min
Alternate performance measures4 min
Reading3 lectures
The Challenge: How To Benchmark Your Investment Portfolio10 min
Performance Measurement: The What, Why, and How of the Investment Management Process10 min
The 101 ways to measure portfolio performance10 min
Quiz1 exercice pour s'entraîner
Week 4 - Assessment20 min
4.4

Meilleurs avis

par MKJun 30th 2017

Thank you very much Ramabhadran Thirumalai Sir\n\nThis course is very helpful for learners. explaining method and class slides all are well organised.\n\ncourse went smoothly.

par PVDec 8th 2017

This course is like a essential step towards learning financial management. A great course with broad coverage of topics offering in depth and connective understanding.

Enseignant

Ramabhadran Thirumalai

Assistant Professor
Indian School of Business

À propos de Indian School of Business

The Indian School of Business has successfully put India on the global map of management education by nurturing young leaders with an understanding of developing economies and the society at large. Through innovations in curricula and pedagogy to reflect the shifting business landscape, the ISB is committed to providing the best venue for management education to meet the growing need to develop young leaders who can manage global challenges....

À propos de la Spécialisation Financial Markets and Investment Strategy

The Investment Management Specialization teaches professional asset management of securities using portfolio management and behavioral aspects of finance. Specific topics include: an introduction to the basics of finance, how to evaluate risk and expected return, the behavioral aspect of investment strategy, and current trends....
Financial Markets and Investment Strategy

Foire Aux Questions

  • Once you enroll for a Certificate, you’ll have access to all videos, quizzes, and programming assignments (if applicable). Peer review assignments can only be submitted and reviewed once your session has begun. If you choose to explore the course without purchasing, you may not be able to access certain assignments.

  • 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. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile. If you only want to read and view the course content, you can audit the course for free.

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