Meeting Investors' Goals

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Beschreibung

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About this course: In this course, you will dive into the concepts of rationality and irrationality and understand how they impact our investment decisions and what the consequences can be at the market level. You will first explore the different biases that we, as humans, are subjected to when facing investment decisions and how they may impact the outcomes of these decisions. Moreover, you will see how emotions and ethical concerns such as honesty and trust influence market participants. When they are considered as a group rather than individually, you will discover how rationality and irrationality can drive asset prices to and away from their fair value. Finally, you will be present…

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Frequently asked questions

Es wurden noch keine Besucherfragen gestellt. Wenn Sie weitere Fragen haben oder Unterstützung benötigen, kontaktieren Sie unseren Kundenservice.

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 dive into the concepts of rationality and irrationality and understand how they impact our investment decisions and what the consequences can be at the market level. You will first explore the different biases that we, as humans, are subjected to when facing investment decisions and how they may impact the outcomes of these decisions. Moreover, you will see how emotions and ethical concerns such as honesty and trust influence market participants. When they are considered as a group rather than individually, you will discover how rationality and irrationality can drive asset prices to and away from their fair value. Finally, you will be presented with different portfolio construction methodologies and investment styles that make up the landscape of today's portfolio management industry. At key points throughout the course, you will benefit from the practical knowledge of experts from our corporate partner, UBS, in how to build and manage clients' portfolios.

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- 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- 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 2 of 5 in the Investment Management Specialization Language English How To Pass Pass all graded assignments to complete the course. User Ratings 4.8 stars Average User Rating 4.8See what learners said 课程作业

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。

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证书

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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



In this introductory week, we will start by illustrating how emotions can hinder sensible investment decisions. You will then have the opportunity to check if you master the concepts of the first course that are important for this second course. Finally, we will lay the ground for next week’s content by looking at rational decision making.


7 videos, 2 readings, 2 practice quizzes expand


  1. Video: Why you should choose this course
  2. 阅读: Course syllabus
  3. Video: An example: buying is easy, but when is it a good time to sell? - Buying
  4. Video: An example: buying is easy, but when is it a good time to sell? - Holding
  5. Video: An example: buying is easy, but when is it a good time to sell? - Selling
  6. 讨论提示: What about you?
  7. Video: The key things you need to know to define your investment profile - UBS guest speaker
  8. 练习测验: Practice quiz on the relevant content of Course 1 (Understanding Financial Markets)
  9. 阅读: Glossary
  10. Video: What you will learn in this Module
  11. 练习测验: Guess 2/3 of the average
  12. Video: Rational decision making

Graded: Graded quiz on the content of Week 1

WEEK 2


How Individuals Make Financial Decisions



The focus of this second week is on you, the investor: what are the reasons you participate in financial markets? How do you make investment decisions? What can go wrong in your decision process and what are the consequences? What can you do about it? To answer these questions, we will talk about cognitive biases, emotions and moral values and their respective link with investment decisions.


15 videos expand


  1. Video: How our brain may misinterpret information
  2. Video: The basic steps in investment
  3. Video: Biases when choosing which assets to look at
  4. Video: Biases when processing financial information
  5. Video: Biases when rebalancing you portfolio
  6. Video: Biases when evaluating performance
  7. Video: Wrap up
  8. Video: How our emotions impact our investment decisions
  9. Video: Why we trade
  10. Video: What can we learn from this?
  11. Video: The role of media in financial markets
  12. Video: Honesty and trust in investment decision making - Study design
  13. Video: Honesty and trust in investment decision making - Study results
  14. 讨论提示: How would you enforce trust?
  15. Video: Impact Investing - UBS guest speaker
  16. Video: Are emotions always a bad thing in investing?

Graded: Cognitive biases
Graded: Graded quiz on the content of Week 2

WEEK 3


Market Efficiency, Bubbles & Crises



In this third week, we will have a look at investors’ behavior as a group. How does it impact asset prices? How do these prices reflect available information? What does it imply for the profitability of some trading strategies? What can go wrong in this price formation process and how can (and did) it cause financial bubbles and crises? This week also features as special guest: Prof. Jean-Pierre Danthine, former vice-chairman of the Swiss National Bank, who will offer insights into some of these issues.


18 videos expand


  1. Video: What you will learn in this Module
  2. Video: Defining market efficiency
  3. Video: Testing for the efficient market hypothesis: Weak form
  4. Video: Testing for the efficient market hypothesis: Semi strong form
  5. Video: Testing for the efficient market hypothesis: Strong form
  6. 讨论提示: Do you think markets are efficient?
  7. Video: Overview of different origins of financial crises
  8. Video: A first example for the development and fallout of a real crisis: the VW scandal
  9. Video: A second example for the development and fallout of a real crisis: oil shocks - 1970s
  10. Video: A second example for the development and fallout of a real crisis: oil shocks - 2000s
  11. Video: A first example of an anticipation crisis: 1987 - The "Fed Model"
  12. Video: A first example of an anticipation crisis: 1987 - The crash
  13. Video: A second example of an anticipation crisis: 2000
  14. Video: The perfect storm: the global financial crisis - Global imbalances
  15. Video: The perfect storm: the global financial crisis - Policy errors
  16. Video: The perfect storm: the global financial crisis - Lax regulation
  17. Video: How do central banks deal with the issue of financial (in)stability? - Course 1 recap
  18. Video: How do central banks deal with the issue of financial (in)stability? - Asset prices
  19. Video: An interview with Prof. Jean-Pierre Danthine

Graded: Graded quiz on market efficiency
Graded: Graded quiz on the origins of financial bubbles and crises

WEEK 4


Portfolio Construction and Investment Styles



In this final week, we will look at two main portfolio construction methodologies: top-down and bottom-up. We will see how they differ but also how they can be combined. In the second lesson, we will review some important investment styles that are commonly used in the portfolio management industry. In this final lesson, you will also be given the opportunity to experiment with different trading strategies and compare your results with fellow learners.


11 videos expand


  1. Video: What you will learn in this Module
  2. Video: Building a portfolio the top-down way – Definition
  3. Video: Building a portfolio the top-down way – Use
  4. Video: Building a portfolio the top-down way – Importance
  5. Video: Portfolio construction via bottom-up - UBS guest speaker
  6. Video: Value versus growth
  7. Video: Fundamental or quantitative driven style? - UBS guest speaker
  8. Video: Contrarian versus momentum - Momentum
  9. 讨论提示: Give it a try: Momentum
  10. Video: Contrarian versus momentum - Contrarian
  11. 讨论提示: Give it a try: Contrarian
  12. Video: Core & satellite
  13. Video: Thematic investing - UBS guest speaker

Graded: Graded quiz on portfolio construction
Graded: Graded quiz on investment styles

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