Investment and Portfolio Management Specialization

Start Date: 09/06/2020

Course Type: Specialization Course

Course Link:

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About Course

In this four-course Specialization, you’ll learn the essential skills of portfolio management and personal investing. All investors – from the largest wealth funds to the smallest individual investors – share common issues in investing: how to meet their liabilities, how to decide where to invest, and how much risk to take on. In this Specialization, you will learn how to think about, discuss, and formulate solutions to these investment questions. You will learn the theory and the real-world skills necessary to design, execute, and evaluate investment proposals that meet financial objectives. You will begin with an overview of global financial markets and instruments that characterize the investment opportunities available to today’s investor. You will then learn how to construct optimal portfolios that manage risk effectively, and how to capitalize on understanding behavioral biases and irrational behavior in financial markets. You will learn the best practices in portfolio management and performance evaluation as well as current investment strategies. By the end of your Capstone Project, you will have mastered the analytical tools, quantitative skills, and practical knowledge necessary for long-term investment management success. To see an overview video for this Specialization, click here!

Course Syllabus

Global Financial Markets and Instruments
Portfolio Selection and Risk Management
Biases and Portfolio Selection
Investment Strategies and Portfolio Analysis

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Course Introduction

Build a Winning Investment Portfolio. Improve your investment strategies with real-world skills, insights, and analytical tools. Investment and Portfolio Management Specialization The Investment and Portfolio Management Specialization is a comprehensive overview of new and emerging asset markets. This includes market-based analysis, asset pricing models, and market-wisdom-based capital allocation strategies. The Specialization is designed to accompany, complement, and extend the understanding of the investment principles and skills that you would expect to develop in the future. For the completion of the Specialization, you’ll need to take the Capstone project, which is a Capstone project in itself. In this Capstone, you will use the knowledge you’ve acquired to approach a real-world investment issue, and will perform a market-based analysis on an appropriate asset. You’ll do this in the context of both traditional and alternative asset classes, you’ll also make use of the tools and techniques that you’ve mastered in the past. In this course, you will: - Invest and manage multiple assets, including diversified portfolios - Create and interpret financial statements - Assess the performance of portfolios by using discounted cash flow method - Analyze market-based strategies - Design and implement an investment plan - Apply various investment concepts - Apply different investment models - Analyze the performance of portfolios - Explore alternative asset markets Your investment will differ depending on your experience and knowledge. You can test drive the Specialization by completing the Capstone project, which is a standalone assignment completed with

Course Tag

Performance Attribution Behavioral Finance Financial Markets Behavioral Economics

Related Wiki Topic

Article Example
IT portfolio management Jeffery and Leliveld (2004) have listed several benefits of applying IT portfolio management approach for IT investments. They argue that agility of portfolio management is its biggest advantage over investment approaches and methods. Other benefits include central oversight of budget, risk management, strategic alignment of IT investments, demand and investment management along with standardization of investment procedure, rules and plans.
IT portfolio management The biggest advantage of IT portfolio management is the agility of the investment adjustments. While balanced scorecards also emphasize the use of vision and strategy in any investment decision, oversight and control of operation budgets is not the goal. IT portfolio management allows organizations to adjust the investments based upon the feedback mechanism built into the IT portfolio management.
Investment management The term asset management is often used to refer to the investment management of collective investments, while the more generic fund management may refer to all forms of institutional investment as well as investment management for private investors. Investment managers who specialize in "advisory" or "discretionary" management on behalf of (normally wealthy) private investors may often refer to their services as money management or portfolio management often within the context of so-called "private banking".
Atlantic Investment Management Alex Roepers is the Founder, President and Portfolio Manager of Atlantic Investment Management. He has been in the investment business for more than 25 years.
IT portfolio management IT portfolio management is the application of systematic management to the investments, projects and activities of enterprise Information Technology (IT) departments. Examples of IT portfolios would be planned initiatives, projects, and ongoing IT services (such as application support). The promise of IT portfolio management is the quantification of previously informal IT efforts, enabling measurement and objective evaluation of investment scenarios.
Portfolio investment Portfolio investments are passive investments, as they do not entail active management or control of the issuing company. Rather, the purpose of the investment is solely financial gain, in contrast to foreign direct investment (FDI), which allows an investor to exercise a certain degree of managerial control over a company. For international transactions, equity investments where the owner holds less than 10% of a company's shares are classified as portfolio investments. These transactions are also referred to as "portfolio flows" and are recorded in the financial account of a country's balance of payments.
Investment advisory An Investment advisory, in financial/investment organizations, is the unit linking the investment professionals in the central asset management unit (Investment Research, Portfolio Management) to the relationship managers and/or to important clients of the asset management organization.
Investment outsourcing Investment outsourcing is the process whereby institutional investors and high-net-worth families engage a third party to manage all or a portion of their investment portfolio. This arrangement can include functions such as establishing the asset allocation, selecting investment managers, implementing portfolio decisions (both strategic and tactical), providing on-going oversight, performing risk management and other areas of portfolio management.
Portfolio investment Portfolio investment covers a range of securities, such as stocks and bonds, as well as other types of investment vehicles. A diversified portfolio helps spread the risk of possible loss because of below-expectations performance of one or a few of them.
Foreign portfolio investment Foreign portfolio investment is positively influenced by high rates of return and reduction of risk through geographic diversification. The return on foreign portfolio investment is normally in the form of interest payments or non-voting dividends.
Foreign portfolio investment Portfolio investments typically involve transactions in securities that are highly liquid, i.e. they can be bought and sold very quickly. A portfolio investment is an investment made by an investor who is not involved in the management of a company. This is in contrast to direct investment, which allows an investor to exercise a certain degree of managerial control over a company. Equity investments where the owner holds less than 10% of a company's shares are classified as portfolio investment. These transactions are also referred to as "portfolio flows" and are recorded in the financial account of a country's balance of payments. According to the Institute of International Finance, portfolio flows arise through the transfer of ownership of securities from one country to another.
Foreign portfolio investment A portfolio investment is a grouping of assets such as stocks, bonds, and cash equivalents. Portfolio investments are held directly by an investor or managed by financial professionals. In economics, foreign portfolio investment is the entry of funds into a country where foreigners deposit money in a country's bank or make purchases in the country’s stock and bond markets, sometimes for speculation.
IT portfolio management A portfolio is a group of related initiatives, projects and/or programs that attain wide reaching benefits and impact. MoP definition: "An organization's portfolio is the totality of its investment (or segment therof) in the changes required to achieve its strategic objectives. ...focus is on the change initiatives that are delivered via formalized project and programme management methodologies."
Alberta Investment Management Corporation Alberta Investment Management Corporation (AIMCo) is one of Canada's largest and most diversified institutional investment fund managers, with an investment portfolio of approximately $90 billion. Headquartered in Edmonton, Alberta, AIMCo manages the assets of 31 clients, a diverse set of public sector pensions, endowments and government funds.
Discretionary Investment Management The services provided are usually tailored for institutional business, pension funds and high-net worth individuals. The investment management company has a continuing responsibility to ensure that an investment portfolio is suitable for the client's attitude to risk and investment objectives.
Portfolio investment They are categorized in two major parts: foreign institutional investment and investments by non-residents. According to the Institute of International Finance, portfolio flows arise through the transfer of ownership of securities from one country to another.
Mayfair Capital Investment Management MCPUT is an unregulated eligible investor Fund for investment by exempt approved pension funds, investment trusts, charities and sophisticated investors. The Fund’s investment objective is to provide total returns from investment in a diversified portfolio of UK commercial property and a net distribution yield on original equity of around 5% a year. The Fund is benchmarked to the IPD/AREF ABPFI. The investment manager is Schroder Property Management (Jersey) Limited.
Application portfolio management IT application portfolio management (APM) is a practice that has emerged in mid to large-size information technology (IT) organizations since the mid-1990s. Application portfolio management attempts to use the lessons of financial portfolio management to justify and measure the financial benefits of each application in comparison to the costs of the application's maintenance and operations.
Investment management Portfolio alpha is obtained by measuring the difference between the return of the portfolio and that of a benchmark portfolio. This measure appears to be the only reliable performance measure to evaluate active management. In fact, we have to distinguish between normal returns, provided by the fair reward for portfolio exposure to different risks, and obtained through passive management, from abnormal performance (or outperformance) due to the manager’s skill (or luck), whether through market timing, stock picking, or good fortune. The first component is related to allocation and style investment choices, which may not be under the sole control of the manager, and depends on the economic context, while the second component is an evaluation of the success of the manager’s decisions. Only the latter, measured by alpha, allows the evaluation of the manager’s true performance (but then, only if you assume that any outperformance is due to skill and not luck).
Investment management The term fund manager (or investment advisor in the United States) refers to both a firm that provides investment management services and an individual who directs fund management decisions.