|
所在平台: Coursera |
课程主页: https://www.coursera.org/learn/meeting-investors-goals
课程评论：没有评论
课程名称：满足投资者目标 概述：在本课程中，您将深入探讨理性和非理性这一概念，以及它们如何影响我们的投资决策及对市场的后果。您将首先探索我们作为人类在面对投资决策时所受到的不同偏见，以及这些偏见如何影响决策的结果。此外，您将了解情感和伦理关注（如诚实和信任）如何影响市场参与者。当作为一个群体而非个体考虑时，理性和非理性如何驱动资产价格偏离和回归其公允价值。最后，您将学习到各种组合构建方法和投资风格，了解当今组合管理行业的全貌。 在课程的关键点，您将受益于我们合作伙伴瑞银(UBS)的专家提供的有关如何构建和管理客户投资组合的实用知识。 课程大纲： 第一部分：一般介绍与关键概念 描述：在这一介绍周中，我们将首先说明情感如何妨碍理智的投资决策。您将有机会检验自己对第一课程中的重要概念的掌握情况。最后，我们将通过研究理性决策，为下周的内容奠定基础。 第二部分：个体的财务决策 描述：第二周的重点是您，投资者：您参与金融市场的原因是什么？您如何做出投资决策？在决策过程中可能出现什么问题，后果如何？您可以采取什么措施？为回答这些问题，我们将讨论认知偏差、情感和道德价值观与投资决策之间的关系。 第三部分：市场效率、泡沫与危机 描述：在第三周，我们将考察投资者作为一个群体的行为。这如何影响资产价格？这些价格如何反映可用信息？这对某些交易策略的盈利能力意味着什么？价格形成过程中可能出现什么问题，如何导致（也曾导致）金融泡沫和危机？这一周还将特别邀请瑞士国家银行前副主席让-皮埃尔·丹廷教授，分享他在这些问题上的见解。 第四部分：组合构建与投资风格 描述：在最后一周，我们将研究两种主要的组合构建方法：自上而下和自下而上。我们将观察它们的不同之处以及如何结合使用。在第二节课中，我们将回顾一些在组合管理行业常用的重要投资风格。在最后一节课中，您还有机会实验不同的交易策略，并与其他学习者比较您的结果。
Part: 1
Title:General Introduction and Key Concepts
Description:In this introductory week, we will start by illustrating how emotions can hinder sensible investment decisions. You will then have the opportunity to check if you master the concepts of the first course that are important for this second course. Finally, we will lay the ground for next week’s content by looking at rational decision making.
Part: 2
Title:How Individuals Make Financial Decisions
Description:The focus of this second week is on you, the investor: what are the reasons you participate in financial markets? How do you make investment decisions? What can go wrong in your decision process and what are the consequences? What can you do about it? To answer these questions, we will talk about cognitive biases, emotions and moral values and their respective link with investment decisions.
Part: 3
Title:Market Efficiency, Bubbles & Crises
Description:In this third week, we will have a look at investors’ behavior as a group. How does it impact asset prices? How do these prices reflect available information? What does it imply for the profitability of some trading strategies? What can go wrong in this price formation process and how can (and did) it cause financial bubbles and crises? This week also features as special guest: Prof. Jean-Pierre Danthine, former vice-chairman of the Swiss National Bank, who will offer insights into some of these issues.
Part: 4
Title:Portfolio Construction and Investment Styles
Description:In this final week, we will look at two main portfolio construction methodologies: top-down and bottom-up. We will see how they differ but also how they can be combined. In the second lesson, we will review some important investment styles that are commonly used in the portfolio management industry. In this final lesson, you will also be given the opportunity to experiment with different trading strategies and compare your results with fellow learners.
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.
