About this 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.

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Globe

100% online courses

Start instantly and learn at your own schedule.
Calendar

Flexible Schedule

Set and maintain flexible deadlines.
Beginner Level

Beginner Level

Clock

Approx. 4 months to complete

Suggested 6 hours/week
Comment Dots

English

Subtitles: English...

Skills you will gain

Investment ManagementRisk ManagementFinancial MarketsFinance
Globe

100% online courses

Start instantly and learn at your own schedule.
Calendar

Flexible Schedule

Set and maintain flexible deadlines.
Beginner Level

Beginner Level

Clock

Approx. 4 months to complete

Suggested 6 hours/week
Comment Dots

English

Subtitles: English...

How the Specialization Works

Take Courses

A Coursera Specialization is a series of courses that helps you master a skill. To begin, enroll in the Specialization directly, or review its courses and choose the one you'd like to start with. When you subscribe to a course that is part of a Specialization, you’re automatically subscribed to the full Specialization. It’s okay to complete just one course — you can pause your learning or end your subscription at any time. Visit your learner dashboard to track your course enrollments and your progress.

Hands-on Project

Every Specialization includes a hands-on project. You'll need to successfully finish the project(s) to complete the Specialization and earn your certificate. If the Specialization includes a separate course for the hands-on project, you'll need to finish each of the other courses before you can start it.

Earn a Certificate

When you finish every course and complete the hands-on project, you'll earn a Certificate that you can share with prospective employers and your professional network.

how it works

There are 5 Courses in this Specialization

Course1

Understanding Financial Markets

4.7
1,958 ratings
402 reviews
In this course, you will learn what the main financial markets and their characteristics are as well as how they are linked to the economy. Our very diversified team of experts will start by teaching you how the price of stocks and bonds are computed and why they move while you will become increasingly aware of the notion of risk and why it matters when measuring an investment's performance. The focus will then move to less popular markets such as gold, emerging markets, real estate, hedge funds and private markets. These will be analyzed with an emphasis on their particular risks and return opportunities as well as how they can help in building efficient portfolios. Finally, the policies of central banks and their impact on financial markets will be presented to you along with the link between the economy and the price of financial assets. All along these different steps, experts from UBS, our corporate partner, will show you how the concepts you just acquired are effectively applied in a leading global bank. This focus on practicality means you will not only understand what is going on in global financial markets but also start to figure out how you can use them to achieve financial goals, be it a client's or your own....
Course2

Meeting Investors' Goals

4.7
821 ratings
130 reviews
In this course, you will dive into the concepts of rationality and irrationality and understand how they impact our investment decisions and what the consequences can be at the market level. You will first explore the different biases that we, as humans, are subjected to when facing investment decisions and how they may impact the outcomes of these decisions. Moreover, you will see how emotions and ethical concerns such as honesty and trust influence market participants. When they are considered as a group rather than individually, you will discover how rationality and irrationality can drive asset prices to and away from their fair value. Finally, you will be presented with different portfolio construction methodologies and investment styles that make up the landscape of today's portfolio management industry. At key points throughout the course, you will benefit from the practical knowledge of experts from our corporate partner, UBS, in how to build and manage clients' portfolios....
Course3

Portfolio and Risk Management

4.7
763 ratings
124 reviews
In this course, you will gain an understanding of the theory underlying optimal portfolio construction, the different ways portfolios are actually built in practice and how to measure and manage the risk of such portfolios. You will start by studying how imperfect correlation between assets leads to diversified and optimal portfolios as well as the consequences in terms of asset pricing. Then, you will learn how to shape an investor's profile and build an adequate portfolio by combining strategic and tactical asset allocations. Finally, you will have a more in-depth look at risk: its different facets and the appropriate tools and techniques to measure it, manage it and hedge it. Key speakers from UBS, our corporate partner, will regularly add a practical perspective on these different topics as you progress through the course....
Course4

Securing Investment Returns in the Long Run

4.7
467 ratings
51 reviews
In this course, you will learn about the famous dichotomy between active and passive investing, how to appropriately measure and analyze investment performance and what the future trends in the investment management industry are. You will first learn about absolute and relative performance, risk-adjusted returns and how to decompose investment performance. The focus will then shift to the two main categories of investment vehicles, active and passive funds, and what they entail in terms of expected performance. Finally, you will explore the worlds of sustainable finance, neurofinance and fintech, three areas of research that will shape the future of the investment management industry. You will also benefit from the insights of experts from UBS, our corporate partner, on the practical implementation of the various concepts we will develop in this course....

Instructors

University of Geneva- Rajna Gibson Brandon

SFI Senior Chaired Professor of Finance and Managing Director of the GFRI
Geneva Finance Research Institute

University of Geneva- Ines Chaieb

SFI Associate Professor of Finance
Geneva Finance Research Institute

Themis Themistocleous

UBS Guest Lecturer, Head European Investment Office
Chief Investment Office, UBS Wealth Management

University of Geneva- Philip Valta

SFI Assistant Professor of Finance
Geneva Finance Research Institute

University of Geneva- Tony Berrada

SFI Associate Professor of Finance
Geneva Finance Research Institute

Mike Ryan

UBS Guest Lecturer, Chief Investment Strategist
Chief Investment Office, UBS Wealth Management Americas

Mark Haefele

UBS Guest Lecturer, Global Chief Investment Officer
Wealth Management and Wealth Management Americas

Brian Nick

UBS Guest Lecturer, Strategist
Chief Investment Office, UBS Wealth Management Americas

University of Geneva- Martin Hoesli

Professor of Real estate investments
Geneva Finance Research Institute

Simon Smiles

UBS Guest Lecturer, Chief Investment Officer UHNW
Chief Investment Office, UBS Wealth Management

University of Geneva- Jonas Demaurex

Teaching Assistant
Geneva Finance Research Institute

Thomas Wacker

UBS Guest Lecturer, Head CIO Credit
Chief Investment Office, UBS Wealth Management

University of Geneva- Philipp Krueger

SFI Assistant Professor of Finance
Geneva Finance Research Institute

Dirk Effenberger

UBS Guest Lecturer, Head CIO Cross-Regional Investment Office
Chief Investment Office, UBS Wealth Management

Chris Wright

UBS Guest Lecturer, Cross-Asset Strategist
Chief Investment Office, UBS Wealth Management

University of Geneva- Olivier Scaillet

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

University of Geneva- Michel Girardin

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

University of Geneva- Kerstin Preuschoff

Associate Professor of Neurofinance and Neuroeconomics
Geneva Finance Research Institute

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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....

Frequently Asked Questions

  • Yes! To get started, click the course card that interests you and enroll. You can enroll and complete the course to earn a shareable certificate, or you can audit it to view the course materials for free. When you subscribe to a course that is part of a Specialization, you’re automatically subscribed to the full Specialization. Visit your learner dashboard to track your progress.

  • This course is completely online, so there’s no need to show up to a classroom in person. You can access your lectures, readings and assignments anytime and anywhere via the web or your mobile device.

  • This Specialization doesn't carry university credit, but some universities may choose to accept Specialization Certificates for credit. Check with your institution to learn more.

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