Investment Management in an Evolving and Volatile World by HEC Paris and AXA Investment Managers

Start Date: 07/05/2020

Course Type: Common Course

Course Link:

About Course

Have you ever wanted to invest in financial markets, but were always afraid that you didn’t have the proper tools or knowledge to make informed decisions? Have you ever wondered how investment management companies operate and what fund managers do? AXA Investment Managers, in partnership with HEC Paris, will introduce you to the most important ideas and concepts in investment management, to help you better understand your financial future. This course will enable you to: • Define what type of investor you are, your investment objectives, and potential constraints. • Identify the main investable assets and important players in financial markets. • Understand basic portfolio management techniques. • Apply these techniques in real case studies from the outset, through practical assessments. Finally, we will provide a comprehensive overview of today's asset management industry: the product cycles, professionals, and regulations. For those who want to identify a talented fund manager to invest for you, we offer important criteria for selecting one. For those who are interested in learning more about this fascinating industry, we lay the foundation for your ongoing financial journey. Join us now to explore the world of investment management! Course Specialists The course has been developed in collaboration between HEC Paris, with Hugues Langlois managing the academic aspect, and AXA Investment Managers specialists, sharing their experiences and expertise and coordinated by Marion Le Morhedec. AXA Investment Managers participants include Maxime Alimi, Stephanie Condra, Nicholas Jeans, Elodie Laugel, Pierre-François de Mont-Serrat, Jean-Gabriel Pierre (AXA Group), Dorothée Sauloup, Irina Topa-Serry, Fiona Southall, Patrice Viot Coster, Susanna Warner, and Joachim Weitgasser. Recommended Background We expect most participants to have a basic level of knowledge in mathematics and economics. However this is not essential, and we believe that people from any background can succeed with commitment and a strong interest. Be aware that in the case study, you will have to use Excel. Course Format This course will run for 4 weeks and consists of 4 modules, each with a series of lecture videos between 5 to 8 minutes long. Each module contains a set of practice and graded quiz questions. A complete portfolio management exercise covers concepts learned in all modules Language The course is in English, with Spanish, Italian, German, French, and Chinese (Simplified) subtitles. The Project The preparation of this MOOC has been an exciting adventure for many professionals at AXA Investment Managers and HEC, both for the speakers and a wealth of contributors. Thank you to all of them. We hope you enjoy this course as much as we enjoyed creating it!

Course Syllabus

As the first module of the course, we will start with helping you to identify which kind of investor you are, and what are your investment objectives. Then, we will give you an overall view of investible assets and the financial market. In addition, we will introduce the concepts of risk and returns in portfolio management which will help you to make better investment decisions.

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Course Introduction

Investment Management in an Evolving and Volatile World by HEC Paris and AXA Investment Managers In this course you will develop an understanding of investment management concepts and how to manage your money in an increasingly changing world. You will gain a practical understanding of the most important elements of investment management, and will use these to guide you through your new venture. You will also gain a solid foundation in both market efficiency and risk management. You will demonstrate your understanding through hands-on experience and through a more in-depth analysis of a real world case study.Module 1: Introduction to Investment Management Concepts Module 2: Market Efficiency & Risk Management Module 3: Investment Risk Management Module 4: Market Efficiency & Risk Management Investing in the U.S. stock market The U.S. stock market is a very important market. Over the past several decades, the share price of U.S. companies has risen more than any other asset. Many investors thought that the sheer size of the market would prevent companies from taking advantage of better economies of size, but in fact, companies that are able to increase their returns by increasing their share prices have done so. This course will discuss the investment strategies that are being used in the U.S. stock market to maximize its performance, but also to protect the company’s assets. It will also explore strategies to avoid concentrated investment power in one sector over another. Finally, the course will focus on the topic of capital structure for companies, including how

Course Tag

Investment Management Portfolio Theories Financial Markets Asset Management

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