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所在平台: Coursera |
课程主页: https://www.coursera.org/learn/investment-management
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课程名称: 变革与波动中的投资管理（Investment Management in an Evolving and Volatile World） 课程概述: 您是否曾想过在金融市场上投资，但又害怕缺乏必要的工具和知识来做出明智的决策？本课程由AXA投资管理公司与巴黎HEC共同推出，将帮助您了解投资管理的基本概念和思想，从而更好地理解您的财务未来。 课程目标: - 确定您的投资者类型、投资目标和潜在约束。 - 识别主要的可投资资产和金融市场中的重要参与者。 - 理解基本的投资组合管理技术。 - 在实际案例研究中应用这些技术，通过实践评估加深理解。 我们还将全面概述当今资产管理行业，包括产品周期、专业人士和法规。同时，针对希望寻找合适基金经理投资的人，我们也会提供重要的选择标准，为有兴趣深入了解这一迷人行业的人打下基础。 课程专家: 本课程由HEC巴黎与AXA投资管理公司的专业人士共同开发，Hugues Langlois负责学术方面的管理，AXA投资管理的专家们分享他们的经验和专业知识，由Marion Le Morhedec协调。 推荐背景: 我们期望参与者具备基本的数学和经济学知识，但这并不是必须的。任何背景的学员只要有承诺和浓厚的兴趣，都可以成功完成课程。请注意，在案例研究中，您需要使用Excel。 课程形式: 本课程为期四周，由四个模块组成，每个模块包含5至8分钟的讲座视频。每个模块都有一组练习和评分测验，最后有一个综合的投资组合管理练习，涵盖所有模块学习到的概念。 语言: 课程以英语授课，并提供西班牙语、意大利语、德语、法语和简体中文的字幕。 课程大纲: 1. 确定您的目标和投资范围: 识别您的投资者类型和目标，概述可投资资产和金融市场，引入风险与收益的概念。 2. 构建投资解决方案: 学习如何优化投资组合分配，整合投资约束，并应用资产定价模型提升组合表现，应用对冲技术减少风险。 3. 探索特定的投资组合管理技术: 深入分析定量和定性投资策略，并学习如何将其应用于实际，分析投资策略面临的极端市场情况。 4. 资产管理行业: 选择或成为基金经理: 探讨选择基金经理的标准和绩效评估，资产管理公司的内部运作及融资产品的生命周期。 我们希望您能享受这门课程，正如我们在创建过程中所享受的那样！
Name:Defining Your Objectives and Universe
Description:As the first module of the course, we will start with helping you to identify which kind of investor you are, and what are your investment objectives. Then, we will give you an overall view of investible assets and the financial market. In addition, we will introduce the concepts of risk and returns in portfolio management which will help you to make better investment decisions.
Name:How to Build an Investment Solution
Description:This is the second week of our study. We first learn how to optimize a portfolio allocation given your investment objectives. Then we will learn how to integrate your investment constraints to find a feasible investment solution. You will use asset pricing models to improve your portfolio performance by improving your understanding of financial asset returns. Finally, you will apply different hedging techniques to remove unwanted risk in our portfolios.
Name:Exploring Specific Portfolio Management Techniques
Description:We take in this module a closer look at investment strategies. We start by examining both quantitative active and qualitative strategies, and understanding their respective benefits. In the second lesson, we will learn how to apply these strategies in real life, including how to translate a strategies into transactions. We finish by examining extreme events in financial markets during which investment strategies were challenged.
Name:The Asset Management Industry: Selecting or Becoming a Fund Manager
Description:In this final module, we cover the details of the asset management industry. We start by understanding what it takes to make a proper decision when hiring a fund manager. We will learn how to evaluate his or her performance, and to select the right one depending on our investment objectives. Then, we cover the functioning of an asset management firm. We will learn the different career paths within an asset management firm. We will also cover the different stages of the life cycle of an investment product, including the role of each department within the firm and the impact of regulations on their design.
Have you ever wanted to invest in financial markets, but were always afraid that you didn’t have the proper tools or knowledge to make informed decisions? Have you ever wondered how investment management companies operate and what fund managers do? AXA Investment Managers, in partnership with HEC Paris, will introduce you to the most important ideas and concepts in investment management, to help you better understand your financial future. This course will enable you to: • Define what type of investor you are, your investment objectives, and potential constraints. • Identify the main investable assets and important players in financial markets. • Understand basic portfolio management techniques. • Apply these techniques in real case studies from the outset, through practical assessments. Finally, we will provide a comprehensive overview of today's asset management industry: the product cycles, professionals, and regulations. For those who want to identify a talented fund manager to invest for you, we offer important criteria for selecting one. For those who are interested in learning more about this fascinating industry, we lay the foundation for your ongoing financial journey. Join us now to explore the world of investment management! Course Specialists The course has been developed in collaboration between HEC Paris, with Hugues Langlois managing the academic aspect, and AXA Investment Managers specialists, sharing their experiences and expertise and coordinated by Marion Le Morhedec. AXA Investment Managers participants include Maxime Alimi, Stephanie Condra, Nicholas Jeans, Elodie Laugel, Pierre-François de Mont-Serrat, Jean-Gabriel Pierre (AXA Group), Dorothée Sauloup, Irina Topa-Serry, Fiona Southall, Patrice Viot Coster, Susanna Warner, and Joachim Weitgasser. Recommended Background We expect most participants to have a basic level of knowledge in mathematics and economics. However this is not essential, and we believe that people from any background can succeed with commitment and a strong interest. Be aware that in the case study, you will have to use Excel. Course Format This course will run for 4 weeks and consists of 4 modules, each with a series of lecture videos between 5 to 8 minutes long. Each module contains a set of practice and graded quiz questions. A complete portfolio management exercise covers concepts learned in all modules Language The course is in English, with Spanish, Italian, German, French, and Chinese (Simplified) subtitles. The Project The preparation of this MOOC has been an exciting adventure for many professionals at AXA Investment Managers and HEC, both for the speakers and a wealth of contributors. Thank you to all of them. We hope you enjoy this course as much as we enjoyed creating it!
