Investment Strategy

所在平台: Coursera

课程主页: https://www.coursera.org/learn/investment-philosophy

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课程简介

课程名称：投资策略 概述：本课程将帮助学员了解需求分析、投资政策、资产配置、产品选择、投资组合监控与再平衡的基本概念。课程将探讨养老基金和保险公司等机构投资者类型，学习客户管理生命周期，并深入了解投资组合管理的流程。学员还将掌握替代资产投资的基本概念、原则和主要风格，最后研究数字化对投资策略的影响。 课程大纲： 第一部分：替代资产与对冲基金 描述：完成本模块后，您将能够理解各种替代资产之间的差异，并对对冲基金有一个总体的了解。 第二部分：指数投资 描述：完成本模块后，您将能够理解什么是指数投资，并能够计算被动指数的价值。您还将能够定义Beta和Alpha，并在给定的一组投资中找到更好的投资选项。 第三部分：资产配置 描述：完成本模块后，您将能够理解零售资产配置与机构资产配置之间的区别。同时，您还将理解时间范围在定义风险中的重要性。 第四部分：风险 描述：完成本模块后，您将理解资本永久损失的含义，并能够评估基金的表现。您还将对以分布方式投资资产的理解更为清晰。

课程大纲

Part: 1

Title:Alternate Assets and Hedge funds

Description:After finishing this module, you will be able to understand the difference between various alternate assets. You would also have an overview of the Hedge funds.

Part: 2

Title:Index Investing

Description:After completing this module, you will be able to understand what index investing means and you will also be able to calculate the value of a passive index. You will be able to define Beta and Alpha and can also find out a better investment among a given set of investments.

Part: 3

Title:Asset Allocation

Description:After completing this module, you will be able to understand the difference between retail asset allocation and institutional asset allocation. You will also be able to understand the importance of time horizon in defining risk.

Part: 4

Title:Risk

Description:After completing this module, you will understand the meaning of permanent loss of capital and you will also be able to evaluate the performance of funds. You will also get a clear understanding of distributional approach to investing in assets.

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