Investment and Portfolio Management Specialization

Start Date: 09/06/2020

Course Type: Specialization Course

Course Link:

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.
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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".
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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.
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