Financial Markets and Investment Strategy Capstone
- Methode
Financial Markets and Investment Strategy Capstone
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Beschreibung
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 the Capstone project, you have to design an investment plan for an individual at three different stages of his life. Depending on the stage of his life the individuals biases, risk preferences and wealth requirements change. You have to keep in mind all of these and design an appropriate investment plan for each stage of his life. You will use the concepts learned in the 4 courses to achieve this target. You should consider different assets and different markets to achieve the investors goals by building an optimal portfolio which matches his profile. In the end you should also evaluate the performance of his portfolio.
Created by: Indian School of Business …Frequently asked questions
Es wurden noch keine FAQ hinterlegt. Falls Sie Fragen haben oder Unterstützung benötigen, kontaktieren Sie unseren Kundenservice. Wir helfen gerne weiter!
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 the Capstone project, you have to design an investment plan for an individual at three different stages of his life. Depending on the stage of his life the individuals biases, risk preferences and wealth requirements change. You have to keep in mind all of these and design an appropriate investment plan for each stage of his life. You will use the concepts learned in the 4 courses to achieve this target. You should consider different assets and different markets to achieve the investors goals by building an optimal portfolio which matches his profile. In the end you should also evaluate the performance of his portfolio.
Created by: Indian School of Business-
Taught by: Ramabhadran Thirumalai, Assistant Professor
Indian School of Business
每门课程都像是一本互动的教科书，具有预先录制的视频、测验和项目。
来自同学的帮助与其他成千上万的学生相联系，对想法进行辩论，讨论课程材料，并寻求帮助来掌握概念。
证书获得正式认证的作业，并与朋友、同事和雇主分享您的成功。
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.Syllabus
WEEK 1
Capstone Project
In the Capstone project, you have to design an investment plan for an individual at three different stages of his life. Depending on the stage of his life the individuals biases, the risk preferences and the wealth requirements change. You have to keep in mind all of these and design an appropriate investment plan for each stage of his life. You will use the concepts learned in the 4 courses to achieve this target. You should consider different assets and different markets to achieve the investors goals by building an optimal portfolio which matches his profile.
1 video expand
- 讨论提示: Introduction
- Video: Introduction to Capstone Project
WEEK 2
Week 2
This module teaches you how to measure the performance of portfolios. After completing this module you will be explain when to use Sharpe and Treynor measures.
3 videos expand
- 讨论提示: Takeaway
- 同学互评: Stage 1 - Performance Evaluation
- Video: Measuring portfolio or fund returns
- Video: Benchmarks for portfolio performance evaluation
- Video: Alternate performance measures
WEEK 3
Week 3
This module discusses the various investments available for an investor looking at long time horizon. After completing this module you will be able to recommend some long term investments.
2 items expand
- 讨论提示: Long term investment Avenues
- 同学互评: Stage 2 a - Long term investment
WEEK 4
Week 4
This module introduces you to the world of mutual funds. After completing this module you will be able to analyse and compare mutual funds.
4 videos expand
- 讨论提示: Mutual Funds - Useful sites
- 同学互评: Stage 2 b - Investing in Mutual funds
- Video: Diversification Revisited
- Video: Investment opportunity set with 2 risky assets and risk free asset
- Video: Investment opportunity set with 3 risky assets and risk free asset
- Video: The optimal allocation between risky and risk free asset
WEEK 5
Week 5
This module introduces you to analysis of bonds. After finishing this module you would be able to analyse various bonds and compare their performance.
4 videos expand
- 讨论提示: Resources
- 同学互评: Stage 3 - Investing in Bonds
- Video: Bonds : What are they?
- Video: Interest rates or Yields: Finding direction
- Video: Calling the bond: Expect the Unexpected
- Video: Bond Ratings: Necessary, not optional
WEEK 6
Week 6
In this module, you will combine all the answer templates and submit your final project.
Graded: Final Report
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