About this Course
4.7
485 ratings
55 reviews
Specialization
100% online

100% online

Start instantly and learn at your own schedule.
Flexible deadlines

Flexible deadlines

Reset deadlines in accordance to your schedule.
Hours to complete

Approx. 11 hours to complete

Suggested: 4 weeks of study, 1-3 hours/week...
Available languages

English

Subtitles: English

Skills you will gain

Investment ManagementSustainabilityFinanceSocially Responsible Investing
Specialization
100% online

100% online

Start instantly and learn at your own schedule.
Flexible deadlines

Flexible deadlines

Reset deadlines in accordance to your schedule.
Hours to complete

Approx. 11 hours to complete

Suggested: 4 weeks of study, 1-3 hours/week...
Available languages

English

Subtitles: English

Syllabus - What you will learn from this course

Week
1
Hours to complete
2 hours to complete

General Introduction and Key Concepts

Welcome to the course and this introductory module! After reviewing some mistakes you will no longer make after following this course and some useful things to know before the course, we will dive into one of the main topics of this course: the active versus passive investment management debate....
Reading
9 videos (Total 63 min), 1 reading, 1 quiz
Video9 videos
Some common mistakes you will no longer make after this course - Performance6m
Some common mistakes you will no longer make after this course - Selling8m
What is useful to know before this course?2m
Some products you will master when you next meet your bank advisor - Mutual funds9m
Some products you will master when you next meet your bank advisor - Closed-end funds7m
Introduction to active versus passive management - Definitions5m
Introduction to active versus passive management - Passive8m
Introduction to active versus passive management - Active5m
Reading1 reading
Glossary10m
Quiz1 practice exercise
Graded quiz on the content of Week 110m
Week
2
Hours to complete
2 hours to complete

Assessing Performance

Welcome to the second module of the course! Here, we will start by talking about absolute versus relative performance and mandates. The second topic of this module will be performance measurement using risk-adjusted performance ratios but also asset pricing models. Finally, we will see how to decompose and attribute performance between the different types of investment decisions undertaken by fund managers....
Reading
10 videos (Total 80 min), 1 quiz
Video10 videos
Choosing the right benchmark - UBS guest speaker8m
Shifting from relative to absolute return mandates8m
The Sharpe, Treynor and Sortino ratios - Sharpe8m
The Sharpe, Treynor and Sortino ratios - Treynor and Sortino8m
Tracking Error - UBS guest speaker4m
Using asset pricing models to estimate fund performance9m
Defining performance analysis - UBS guest speaker6m
Performance attribution - Introduction5m
Performance attribution - Example7m
Quiz1 practice exercise
Graded quiz on the content of Week 210m
Week
3
Hours to complete
2 hours to complete

Investment Vehicles

Welcome to the third module of the course! In this module, we will explore the worlds of active and passive funds and try to address whether or not active fund management provides added value to a portfolio. But before doing so, we will see how to choose the best investment vehicles among both active and passive funds. The module ends with a discussion with our corporate partner on topics that often divides the world of finance between academia on one side and practitioners on the other....
Reading
12 videos (Total 103 min), 1 quiz
Video12 videos
Dimensions in ETF selection - UBS guest speaker6m
Beating the benchmark or the peer group? - Peer group analysis12m
Beating the benchmark or the peer group? - Screening criteria8m
The information ratio says it all9m
What are the pros and cons of a structured product?10m
Searching for hedge fund alpha: lessons from academia - Asset pricing model5m
Searching for hedge fund alpha: lessons from academia - Evidence9m
Do active funds really outperform passive funds? - Preliminaries7m
Do active funds really outperform passive funds? - Evidence8m
Active versus passive management - UNIGE & UBS Discussion - Part 19m
Active versus passive management - UNIGE & UBS Discussion - Part 211m
Quiz1 practice exercise
Graded quiz on the content of Week 320m
Week
4
Hours to complete
2 hours to complete

Future Trends

Welcome to the fourth and last module of the course! This module is dedicated to future trends in investment management that are already starting to change how we think about and apply some of the ideas presented in the specialization. We will start with sustainable investing: defining it, examining its value proposition and see how it can be implemented in the context of a widely diversified portfolio. We will then take a quick look at what neurofinance is and how it can help us make better investment decisions. Finally, we will leave you with some insights as to how fintech (i.e. information technology solutions applied to finance) is likely to shape the future of the investment management industry....
Reading
12 videos (Total 82 min), 1 quiz
Video12 videos
Corporate sustainability and sustainable investing9m
Sustainable investing: exclusion, impact investing & integration - UBS guest speaker3m
Does sustainable investing perform in line with traditional investing? - Theoretical arguments6m
Does sustainable investing perform in line with traditional investing? - Evidence8m
Climate change and capital markets - Introduction6m
Climate change and capital markets - Methodology7m
What is Neurofinance?6m
Understanding brain activity for better investment decisions6m
Can business analytics (Big Data) improve the value-added of TAA?11m
Using a Robo-advisor to better shape the SAA6m
Specialization Outro3m
Quiz1 practice exercise
Graded quiz on the content of Week 420m
4.7
55 ReviewsChevron Right
Career direction

29%

started a new career after completing these courses
Career Benefit

33%

got a tangible career benefit from this course

Top Reviews

By KSSep 14th 2016

Wonderful! This course help me a lot in learning how to evaluate the performance of investment vehicle such as mutual fund, also enlarge my perspectives towards future financial trends.

By ABSep 17th 2016

I recommend this course for every one interested to understand the dynamics of financial markets and the future trends of financial markets and portfolio management

Instructors

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University of Geneva- Tony Berrada

SFI Associate Professor of Finance
Geneva Finance Research Institute
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University of Geneva- Ines Chaieb

SFI Associate Professor of Finance
Geneva Finance Research Institute
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University of Geneva- Jonas Demaurex

Teaching Assistant
Geneva Finance Research Institute
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University of Geneva- Rajna Gibson Brandon

SFI Senior Chaired Professor of Finance and Managing Director of the GFRI
Geneva Finance Research Institute
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University of Geneva- Michel Girardin

Lecturer in Macro-Finance - Project Leader for the "Investment Management" specialization
Geneva Finance Research Institute
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University of Geneva- Philipp Krueger

SFI Assistant Professor of Finance
Geneva Finance Research Institute
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University of Geneva- Kerstin Preuschoff

Associate Professor of Neurofinance and Neuroeconomics
Geneva Finance Research Institute
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University of Geneva- Olivier Scaillet

SFI Senior Chaired Professor of Finance and Vice-dean (research) at GSEM
Geneva Finance Research Institute
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University of Geneva- Philip Valta

SFI Assistant Professor of Finance
Geneva Finance Research Institute

About University of Geneva

Founded in 1559, the University of Geneva (UNIGE) is one of Europe's leading universities. Devoted to research, education and dialogue, the UNIGE shares the international calling of its host city, Geneva, a centre of international and multicultural activities with a venerable cosmopolitan tradition....

About the Investment Management Specialization

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....
Investment Management

Frequently Asked Questions

  • Once you enroll for a Certificate, you’ll have access to all videos, quizzes, and programming assignments (if applicable). Peer review assignments can only be submitted and reviewed once your session has begun. If you choose to explore the course without purchasing, you may not be able to access certain assignments.

  • When you enroll in the course, you get access to all of the courses in the Specialization, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile. If you only want to read and view the course content, you can audit the course for free.

More questions? Visit the Learner Help Center.