Chevron Left
Back to Investments II: Lessons and Applications for Investors

Investments II: Lessons and Applications for Investors, University of Illinois at Urbana-Champaign

4.8
270 ratings
58 reviews

About this 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....

Top reviews

By AC

Dec 13, 2016

Excellent class! Very useful information for investing. Great faculty focus sessions with UIUC researchers!. Also love the passion that Dr. Weisbenner displays in teaching. Would highly recommend!

By RB

Dec 07, 2017

I could have known this course before 2009 recession to be a better investor and its great teaching of behavioral finance . This helped me to identify personal bias in investing .

Filter by:

58 Reviews

By Mohammad Raba

Dec 11, 2018

Great Course

By ker chia chen

Dec 11, 2018

Excellent Teacher and Course Materials!

By Joe Favre

Dec 10, 2018

Good course

By Brian Demers

Dec 09, 2018

Excellent course and professor!

By Tom Jian

Dec 03, 2018

one of the best courses at Coursera.

By Grant Miller

Nov 26, 2018

Goofy, but extremely valuable content. Scott will turn you into an alpha-seeking ROCK STAR.

By Anirudh Kumar

Nov 25, 2018

Excellent course. Professor Scott is very knowledgeable and his expertise is reflected in the way he is able to distill down complex concepts into an intuitive level of understanding. Highly recommend the specialization!

By Francis Dakubo

Nov 24, 2018

Got lot of practical information from this class. Prof. Scott is great, he has an interesting way of engaging you in the class and delivery the good stuff which you need both in class and the world of investment out there. Thank you for the knowledge

By Sachin P Xalxo

Nov 22, 2018

Absolutely brilliant course. Concise, practical, and filled with awesome research papers from the professor and some other notable authors. The professor is very engaging filled with a lot of funny quirks in between the videos which keeps the attention bang in. The professor has done a fabulous job in recapping all important concept at the end of each module and at the end of the course. Le penseur, faculty focus interviews, intro videos, animation scott, and module in 60 were a great value add. Will surely miss the class of Prof. Scott Weisbenner a lot. He definitely beat his benchmark by a mile. Thank You.

By Dan D'Aquino

Oct 05, 2018

great course on investments!