Securing Investment Returns in the Long Run

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Securing Investment Returns in the Long Run

Coursera (CC)
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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: In this course, you will learn about the famous dichotomy between active and passive investing, how to appropriately measure and analyze investment performance and what the future trends in the investment management industry are. You will first learn about absolute and relative performance, risk-adjusted returns and how to decompose investment performance. The focus will then shift to the two main categories of investment vehicles, active and passive funds, and what they entail in terms of expected performance. Finally, you will explore the worlds of sustainable finance, neurofinance and fintech, three areas of research that will shape the future of the investment man…

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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: In this course, you will learn about the famous dichotomy between active and passive investing, how to appropriately measure and analyze investment performance and what the future trends in the investment management industry are. You will first learn about absolute and relative performance, risk-adjusted returns and how to decompose investment performance. The focus will then shift to the two main categories of investment vehicles, active and passive funds, and what they entail in terms of expected performance. Finally, you will explore the worlds of sustainable finance, neurofinance and fintech, three areas of research that will shape the future of the investment management industry. You will also benefit from the insights of experts from UBS, our corporate partner, on the practical implementation of the various concepts we will develop in this course.

Created by:  University of Geneva
  • Taught by:  University of Geneva- Tony Berrada, SFI Associate Professor of Finance

    Geneva Finance Research Institute
  • Taught by:  University of Geneva- Ines Chaieb, SFI Associate Professor of Finance

    Geneva Finance Research Institute
  • Taught by:  University of Geneva- Jonas Demaurex, Teaching Assistant

    Geneva Finance Research Institute
  • Taught by:  University of Geneva- Rajna Gibson Brandon, SFI Senior Chaired Professor of Finance and Managing Director of the GFRI

    Geneva Finance Research Institute
  • Taught by:  University of Geneva- Michel Girardin, Lecturer in Macro-Finance - Project Leader for the "Investment Management" specialization

    Geneva Finance Research Institute
  • Taught by:  University of Geneva- Philipp Krueger, SFI Assistant Professor of Finance

    Geneva Finance Research Institute
  • Taught by:  University of Geneva- Kerstin Preuschoff, Associate Professor of Neurofinance and Neuroeconomics

    Geneva Finance Research Institute
  • Taught by:  University of Geneva- Olivier Scaillet, SFI Senior Chaired Professor of Finance and Vice-dean (research) at GSEM

    Geneva Finance Research Institute
  • Taught by:  University of Geneva- Philip Valta, SFI Assistant Professor of Finance

    Geneva Finance Research Institute
Basic Info Course 4 of 5 in the Investment Management Specialization Commitment 4 weeks of study, 1-3 hours/week 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 课程作业

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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.

Syllabus


WEEK 1


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.


9 videos, 1 reading expand


  1. Video: Why you should choose this course
  2. Video: Some common mistakes you will no longer make after this course - Performance
  3. Video: Some common mistakes you will no longer make after this course - Selling
  4. Video: What is useful to know before this course?
  5. Video: Some products you will master when you next meet your bank advisor - Mutual funds
  6. Video: Some products you will master when you next meet your bank advisor - Closed-end funds
  7. 阅读: Glossary
  8. Video: Introduction to active versus passive management - Definitions
  9. Video: Introduction to active versus passive management - Passive
  10. Video: Introduction to active versus passive management - Active
  11. 讨论提示: Would you favor active over passive management?

Graded: Graded quiz on the content of Week 1

WEEK 2


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.


10 videos expand


  1. Video: What you will learn in this Module
  2. Video: Choosing the right benchmark - UBS guest speaker
  3. Video: Shifting from relative to absolute return mandates
  4. 讨论提示: Would you rather opt for an absolute or a relative return mandate?
  5. Video: The Sharpe, Treynor and Sortino ratios - Sharpe
  6. Video: The Sharpe, Treynor and Sortino ratios - Treynor and Sortino
  7. Video: Tracking Error - UBS guest speaker
  8. Video: Using asset pricing models to estimate fund performance
  9. Video: Defining performance analysis - UBS guest speaker
  10. Video: Performance attribution - Introduction
  11. Video: Performance attribution - Example

Graded: Graded quiz on the content of Week 2

WEEK 3


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.


12 videos expand


  1. Video: What you will learn in this module
  2. Video: Dimensions in ETF selection - UBS guest speaker
  3. Video: Beating the benchmark or the peer group? - Peer group analysis
  4. Video: Beating the benchmark or the peer group? - Screening criteria
  5. Video: The information ratio says it all
  6. Video: What are the pros and cons of a structured product?
  7. Video: Searching for hedge fund alpha: lessons from academia - Asset pricing model
  8. Video: Searching for hedge fund alpha: lessons from academia - Evidence
  9. Video: Do active funds really outperform passive funds? - Preliminaries
  10. Video: Do active funds really outperform passive funds? - Evidence
  11. Video: Active versus passive management - UNIGE & UBS Discussion - Part 1
  12. Video: Active versus passive management - UNIGE & UBS Discussion - Part 2
  13. 讨论提示: What is your main takeaway from the active versus passive discussion?

Graded: Graded quiz on the content of Week 3

WEEK 4


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.


12 videos expand


  1. Video: What you will learn in this Module
  2. Video: Corporate sustainability and sustainable investing
  3. Video: Sustainable investing: exclusion, impact investing & integration - UBS guest speaker
  4. Video: Does sustainable investing perform in line with traditional investing? - Theoretical arguments
  5. Video: Does sustainable investing perform in line with traditional investing? - Evidence
  6. Video: Climate change and capital markets - Introduction
  7. Video: Climate change and capital markets - Methodology
  8. 讨论提示: How important is sustainable investing to you?
  9. Video: What is Neurofinance?
  10. Video: Understanding brain activity for better investment decisions
  11. Video: Can business analytics (Big Data) improve the value-added of TAA?
  12. Video: Using a Robo-advisor to better shape the SAA
  13. Video: Specialization Outro

Graded: Graded quiz on the content of Week 4
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