In this Capstone project, you will have to choose between three different characters (each with a unique set of financial constraints and objectives) and design an appropriate wealth plan for them over the next 5 years.
You will have to use the knowledge you gained in each of the four preceding courses to reach that objective. Indeed, you will need to know which assets to consider and how to manage them depending on changes in the economic outlook (Course 1), how to evaluate and deal with your character's emotional biases in order to suggest them a wealth strategy they will be able to follow (Course 2), how to build an optimal portfolio and manage its risk once the strategy has been designed (Course 3) and how to adequately measure the performance of your plan while taking advantage of investment vehicles and future trends in the investment management industry to further your character's goals (Course 4).
This Capstone project was designed in collaboration with UBS, our corporate partner, who benefits from years of experience in guiding clients with their wealth planning.
Ce cours fait partie de la Spécialisation Gestion des investissements
Planning your Client's Wealth over a 5-year Horizon
proposé par
À propos de ce cours
4.7
188 notes
Compétences que vous acquerrez
Investment ManagementMicrosoft ExcelFinanceInvestment
Programme du cours : ce que vous apprendrez dans ce cours
Semaine
14 heures pour terminer
Client Profile
16 vidéos (Total 90 min), 1 lecture, 1 quiz
16 vidéos
Client profile - Quick recap - part 110 min
Client profile - Quick recap - part 210 min
The basic steps in investment2 min
Cognitive biases when choosing which assets to look at3 min
Cognitive biases when processing financial information4 min
Cognitive biases when rebalancing your portfolio4 min
Cognitive biases when evaluating performance2 min
Wrap-up3 min
How our emotions impact our investment decisions4 min
Why we trade6 min
What can we learn from this?9 min
The key things you need to know to define your investment profile - UBS guest speaker4 min
The path from an investor's profile to his/her optimal investment strategy - UBS guest speaker2 min
How our age and wealth affect our investment profile - Main views8 min
How our age and wealth affect our investment profile - Robo-advisors8 min
1 lecture
Pick a client!10 min
Semaine
24 heures pour terminer
Investment Policy
13 vidéos (Total 85 min), 1 quiz
13 vidéos
Risk as volatility?4 min
The risk-return trade-off - UBS guest speaker5 min
Measuring our risk tolerance5 min
Distribution of returns - Graphical representation8 min
Distribution of returns - Numbers5 min
The impact of correlation - The benefits of diversification5 min
The impact of correlation - Maximizing diversification6 min
A first example of an anticipation crisis: 1987 - The "Fed Model"9 min
A first example of an anticipation crisis: 1987 - The crash8 min
A second example of an anticipation crisis - 200010 min
Key drivers of tactical asset allocation - Goals8 min
Key drivers of tactical asset allocation - Implementation4 min
Semaine
33 heures pour terminer
First Reporting and Rebalancing
7 vidéos (Total 34 min), 1 quiz
7 vidéos
Risk management applied to portfolio allocation6 min
Defining the Value-at-Risk4 min
Computing the Value-at-Risk5 min
Defining the Expected Shortfall6 min
Computing the Expected Shortfall3 min
Risk as volatility?4 min
Semaine
44 heures pour terminer
Final Reporting
6 vidéos (Total 47 min), 1 quiz
6 vidéos
The Sharpe, Treynor and Sortino ratios - Sharpe8 min
The Sharpe, Treynor and Sortino ratios - Treynor and Sortino8 min
Beating the benchmark or the peer group? - Peer group analysis12 min
Beating the benchmark or the peer group? - Screening criteria8 min
A few concluding words4 min
4.7
35 avis50%
a commencé une nouvelle carrière après avoir terminé ces cours
40%
a bénéficié d'un avantage concret dans sa carrière grâce à ce cours
20%
a obtenu une augmentation de salaire ou une promotion
Meilleurs avis
Practical approach that will allow you to build and manage real portfolios. Really interesting! Thanks to everyone involved in the creation of this specialisation.
Great capstone with practical application of concepts learned I the prior 4 courses. I would love to have a part 2 with more advanced concepts.
Enseignant
University of Geneva- Michel Girardin
Lecturer in Macro-Finance - Project Leader for the "Investment Management" specializationGeneva Finance Research Institute
À propos de Université de Genève
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 Gestion des investissements
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
Foire Aux Questions
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