Capstone: Build a Winning Investment Portfolio

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Description

When you enroll for courses through Coursera you get to choose for a paid plan or for a free plan

  • Free plan: No certicification and/or audit only. You will have access to all course materials except graded items.
  • Paid plan: Commit to earning a Certificate—it's a trusted, shareable way to showcase your new skills.

About this course: Put your investment and portfolio management knowledge to the test through five weeks of hands-on investment experiences: • Developing and managing your own simulated investment portfolio, resulting in a peer-graded report covering portfolio strategy, analysis, and performance • Advising case study clients on a variety of investment topics, essentially acting as an investment advisor in a simulated environment recommending strategies for and changes in portfolios based on challenges and issues faced by your clients • Using the sophisticated web-based analytical tools of Silicon Cloud Technologies LLC’s Portfolio Visualizer including portfolio mean variance optimizatio…

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Didn't find what you were looking for? See also: Portfolio Management, Retail (Management), Project Management, Risk Analysis, and Planning.

When you enroll for courses through Coursera you get to choose for a paid plan or for a free plan

  • Free plan: No certicification and/or audit only. You will have access to all course materials except graded items.
  • Paid plan: Commit to earning a Certificate—it's a trusted, shareable way to showcase your new skills.

About this course: Put your investment and portfolio management knowledge to the test through five weeks of hands-on investment experiences: • Developing and managing your own simulated investment portfolio, resulting in a peer-graded report covering portfolio strategy, analysis, and performance • Advising case study clients on a variety of investment topics, essentially acting as an investment advisor in a simulated environment recommending strategies for and changes in portfolios based on challenges and issues faced by your clients • Using the sophisticated web-based analytical tools of Silicon Cloud Technologies LLC’s Portfolio Visualizer including portfolio mean variance optimization, historical and forecasted efficient frontiers, Fama-French factor models, and many more Your capstone experiences are directly applicable to managing real world investment portfolios and the final report can be shared with family, friends, and potential or current employers. By the end of the capstone project, you will have incorporated concepts from all four courses, including: • Analyzing multiple asset classes • Asset allocation and risk management • Current market trends • Behavioral finance • Investment styles and strategies • Financial market innovation • Investment performance evaluation

Created by:  Rice University
  • Taught by:  Jill Foote, Finance Faculty

    Jones Graduate School of Business
Basic Info Course 5 of 5 in the Investment and Portfolio Management Specialization Commitment 6 weeks of study Language English How To Pass Pass all graded assignments to complete the course. User Ratings 4.7 stars Average User Rating 4.7See what learners said Coursework

Each course is like an interactive textbook, featuring pre-recorded videos, quizzes and projects.

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Rice University Rice University is consistently ranked among the top 20 universities in the U.S. and the top 100 in the world. Rice has highly respected schools of Architecture, Business, Continuing Studies, Engineering, Humanities, Music, Natural Sciences and Social Sciences and is home to the Baker Institute for Public Policy.

Syllabus


WEEK 1


Developing Asset Allocation Strategies
In Module 1, Capstone learners will research, develop and implement an asset allocation strategy for a $1 million simulated policy portfolio using a provided list of ETF assets covering US and global equities, fixed income, real estate, and commodities.


8 videos, 7 readings, 1 practice quiz expand


  1. Video: Meet the Professor
  2. Video: Welcome and introduction to the Capstone
  3. Reading: Capstone Syllabus
  4. Video: Welcome and introduction to Module 1
  5. Reading: Pre-Course Survey
  6. Video: Using Portfolio Visualizer – Historical Efficient Frontier
  7. Video: Using Portfolio Visualizer – Mean Variance Optimization
  8. Reading: Portfolio Visualizer Website
  9. Reading: Sim Portfolio Objectives, Activities, System and Grading – Overview & Module #1
  10. Video: Overview of the Simulated Investment Management System (SIMS)
  11. Reading: Simulated Portfolio Management System (SIMS)
  12. Video: SIMS Usage – Module #1
  13. Discussion Prompt: Required Forum - Risk and Returns
  14. Practice Quiz: Module #1 Self-Assessment of Understanding
  15. Discussion Prompt: Optional Forum – Module #1 Sim Portfolio
  16. Video: Exchange Traded Funds (ETFs)
  17. Reading: Copying and Pasting Graphics into Excel
  18. Reading: CFAI Investment Policy


WEEK 2


Developing a Macro View / Tactical Portfolio Shifts
In this module, we will analyze and develop a view on macroeconomic trends that impact investment portfolios, will forecast near-term returns on simulated portfolio asset classes, and will make any needed tactical shifts to the policy portfolios.


5 videos, 3 readings, 1 practice quiz expand


  1. Video: Welcome and Introduction to Module #2
  2. Video: Macroeconomic Analysis
  3. Video: Forecasting Asset Class Returns
  4. Video: Using Portfolio Visualizer – Forecasted Efficient Frontier
  5. Reading: Portfolio Visualizer Website
  6. Reading: Sim Portfolio Objectives, Activities, and Grading
  7. Video: SIMS Usage
  8. Discussion Prompt: Required Forum - Market Expectations
  9. Practice Quiz: Module #2 Self-Assessment of Understanding
  10. Discussion Prompt: Optional Forum - Module #2 Sim Portfolio
  11. Reading: Resources for US Market and Economic Data / Analysis


WEEK 3


Behavioral Finance
This module, learners will advise case study clients on changes needed in their portfolios and investment behavior which demonstrate behavioral finance biases or puzzles and will also reflect on their own personal biases (either experienced or expected).


2 videos, 2 readings expand


  1. Video: Welcome and Introduction to Module #3
  2. Reading: Sim Portfolio Objectives, Activities, and Grading
  3. Video: SIMS Usage
  4. Discussion Prompt: Required Forum - Behavioral Biases
  5. Reading: Listing of Biases/Brief Definitions
  6. Discussion Prompt: Optional Forum - Module #3 Sim Portfolio

Graded: Behavioral finance case studies

WEEK 4


Styles of Investing
Learners will advise case study clients on styles of investing, becoming familiar with the use of Fama-French and Carhart factor model.


2 videos, 2 readings expand


  1. Video: Welcome and Introduction to Module #4
  2. Video: Using Portfolio Visualizer – Factor Models
  3. Reading: Portfolio Visualizer Website
  4. Reading: Investment Style Case Studies Quiz Instructions
  5. Discussion Prompt: Required Forum - Styles

Graded: Investment Styles Case Studies

WEEK 5


Performance Evaluation
Learners will evaluate returns and risk on their simulated portfolios and will calculate and evaluate returns and alternative measures of risk to advice case study clients on portfolio selection.


2 videos, 2 readings, 1 practice quiz expand


  1. Video: Welcome and Introduction to Module #5
  2. Reading: Performance Analysis Case Studies - Mutual Funds Info for Quiz
  3. Reading: Sim Portfolio Objectives, Activities, and Grading
  4. Video: SIMS Usage
  5. Practice Quiz: Module 5 Self-Assessment of Understanding
  6. Discussion Prompt: Optional Forum - Module #5 Sim Portfolio

Graded: Performance Analysis Case Studies

WEEK 6


Sim Portfolio Evaluation (Peer Graded)
Learners will give and receive feedback through peer grading of the Sim Portfolio Final Report, which covers all 5 modules of the Sim Portfolio activities.


1 video, 3 readings expand


  1. Video: Welcome and Introduction to Module #6
  2. Reading: Grading Rubric for the Sim Portfolio
  3. Reading: Example Sim Portfolio Final Report
  4. Reading: Post-Course Survey

Graded: Sim Portfolio
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