Investments II: Lessons and Applications for Investors

Start Date: 07/05/2020

Course Type: Common Course

Course Link: https://www.coursera.org/learn/investments-applications

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About Course

In this course, you will start by reviewing the fundamentals of investments, including the trading off of return and risk when forming a portfolio, asset pricing models such as the Capital Asset Pricing Model (CAPM) and the 3-Factor Model, and the efficient market hypothesis. You will be introduced to the two components of stock returns – dividends and capital gains – and will learn how each are taxed and the incentives provided to investors from a realization-based capital gains tax. You will examine the investment decisions (and behavioral biases) of participants in defined-contribution (DC) pension plans like 401(k) plans in the U.S. and will learn about the evidence regarding the performance of individual investors in their stock portfolios. The course concludes by discussing the evidence regarding the performance of actively-managed mutual funds. You will learn about the fees charged to investors by mutual funds and the evidence regarding the relation between fees charged and fund performance. Segments of the portfolios of mutual funds that may be more likely to outperform and examples of strategies designed to “earn alpha” will also be introduced. Learners are welcome to take this course even if they have not completed "Investments I: Fundamentals of Performance Evaluation," as the first module contain a review of investment fundamentals and regression analysis to get everyone up to speed. Also, the course contains several innovative features, including creative out-of-the-studio introductions followed by quick-hitting "Module in 60" countdowns that highlight what will be covered in each module, four "Faculty Focus" interview episodes with leading professors in finance, and a summary of each module done with the help of animations! This course is part of the iMBA offered by the University of Illinois, a flexible, fully-accredited online MBA at an incredibly competitive price. For more information, please see the Resource page in this course and onlinemba.illinois.edu.

Course Syllabus

In Module 1, we will briefly review the fundamentals of investments, including the trading off of return and risk when forming a portfolio, asset pricing models such as the Capital Asset Pricing Model (CAPM) and the 3-Factor Model, and the efficient market hypothesis. We will also discuss the two components of stock returns – dividends (cash received) and capital gains (changes in price since purchase).

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Course Introduction

Investments II: Lessons and Applications for Investors In this course you will focus on practical topics and applications that you can apply to your own portfolio or to an existing portfolio that you own or that you manage. You will learn about asset pricing models, the securities laws, and how equity is granted or sold, and the consideration of risk when an investor buys or sells securities. This is part of a specialization from the University of Melbourne designed to help you develop and build the functional and analytical thinking skills needed in today’s ever-changing asset markets. The specialization is designed to help you build the analytical thinking skills required in today’s ever-changing asset markets, and it will show you how to evaluate the performance of an investor’s portfolio, and the performance of an asset class, by looking at the fundamentals of asset pricing and the securities laws. This is part of a specialization from the University of Melbourne designed to help you build the functional and analytical thinking skills needed in today’s ever-changing asset markets, and it will show you how to evaluate the performance of an investor’s portfolio, and the performance of an asset class, by looking at the fundamentals of asset pricing and the securities laws. This is part of a specialization from the University of Melbourne designed to help you build the functional and analytical thinking skills needed in today’s ever-changing asset markets, and it will show you how to evaluate the performance of an investor’s portfolio, and

Course Tag

Stock Financial Markets Investment Strategy Investment

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