Investment Management Specialization

Start Date: 10/11/2020

Course Type: Specialization Course

Course Link:

About Course

In this Specialization, you will understand how investment strategies are designed to reach financial goals in a global context. You will learn the theory that underlies strong investment decisions, as well as practical, real-world skills that you can apply when discussing investment proposals with your advisor, managing your personal assets or your client’s investment portfolio. You will start by developing a global understanding of financial markets and what impacts rational and irrational behaviors have in finance at the micro and macro levels. You will then learn how to adequately build and manage a portfolio with a long-term view while gaining an appreciation for novel research advances in finance and related areas as well as future trends that are shaping the investment management industry. In the final Capstone Project, you will create a sensible 5-year investment plan that accounts for an investor's goals and constraints in a dynamic economic landscape. Key speakers from UBS, our corporate partner, will contribute to this specialization by providing you with practical insights they have gathered through years of experience working for the world’s largest wealth manager. Director of this Specialization and main teaching contributor: Dr. Michel Girardin, Lecturer in Macro-Finance, University of Geneva

Course Syllabus

Understanding Financial Markets
Meeting Investors' Goals
Portfolio and Risk Management
Securing Investment Returns in the Long Run

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Course Introduction

Make Smart Investment Decisions in a Global World. Learn how a wealth-generating investment portfolio functions in practice. Investment Management Specialization The Investment Management Specialization is an undergraduate and graduate course dedicated to investment management in private practice. The specialization is designed to provide students with a full understanding of the professional disciplines, procedures, and skill areas associated with investment management, along with an understanding of the institutional context that enables students to engage in the professional practices of investment management. Students will gain an understanding of the professional disciplines, procedures, and skill areas associated with investment management, along with an understanding of the institutional context that enables students to engage in the professional practices of investment management. Upon successful completion of this specialization, you will be able to: • Describe the investment objectives of a client or client • Understand the different types of clients and their requirements for investment management • Understand the differences and similarities of client-institutional relations • Apply the concepts of client-institutional relations, client-agency relationship, client-vested interests, and fiduciary duty • Understand the role of financial advisors in the investment management process • Recognize the relationships among investment professionals, clients, and investors • Understand the differences and similarities of client-institutional relations, client-vested interests, and fiduciary duty • Understand the relationship among financial advisors, clients, and investors • Understand the role of financial advisors in the investment management process The course is part of the iMBA offered by the University of

Course Tag

Investment Management Risk Management Financial Markets Finance

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