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所在平台: Coursera |
课程主页: https://www.coursera.org/learn/investment-returns-long-run
课程评论：没有评论
课程名称：长期保障投资回报 课程概述：本课程将探讨主动投资与被动投资之间的著名对立，学习如何适当地衡量和分析投资表现，以及投资管理行业的未来趋势。首先，你将了解绝对和相对表现、风险调整回报、以及如何分解投资表现。接着，课程将重点讨论两种主要的投资工具，即主动基金和被动基金，以及它们在预期回报方面的区别。最后，你将探索可持续金融、神经金融和金融科技这三个研究领域，它们将塑造投资管理行业的未来。 课程还将包括来自瑞银（UBS）专家的见解，帮助学员理解各种概念的实际应用。 课程大纲： 1. **一般介绍与关键概念** 在本模块中，学员将回顾一些在完成课程后不会再犯的错误，以及课程开始前需要知道的一些有用信息。课程将深入探讨主动投资与被动投资管理的辩论。 2. **评估表现** 本模块将讨论绝对表现与相对表现，以及任务的相关性。将介绍风险调整表现比率和资产定价模型的性能测量。最后，学员将了解如何分解和归因于基金经理所做的不同类型的投资决策。 3. **投资工具** 本模块将探索主动基金和被动基金的世界，讨论主动基金管理是否为投资组合提供了增加价值。还将介绍如何在主动和被动基金中选择最佳投资工具，最后和我们的企业伙伴讨论学术界与实践界之间的分歧话题。 4. **未来趋势** 本模块将关注投资管理中的未来趋势，这些趋势已经开始改变我们对本课程所呈现思想的看法与应用。将从可持续投资开始，定义其价值主张并探讨如何在广泛分散的投资组合中实现。接着，会快速介绍神经金融及其如何帮助我们做出更好的投资决策，最后讨论金融科技如何可能塑造投资管理行业的未来。
Name:General Introduction and Key Concepts
Description: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.
Name:Assessing Performance
Description: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.
Name:Investment Vehicles
Description: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.
Name:Future Trends
Description: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.
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.
