开始时间: 12/21/2023 持续时间: Approximately 5 months to complete Suggested pace of 2 hours/week
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所在平台: Coursera专项课程 课程类别: 经济与金融 大学或机构: CourseraNew |
课程主页: https://www.coursera.org/specializations/investment-management
课程评论：没有评论
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. Director of this Specialization and main teaching contributor: Dr. Michel Girardin, Lecturer in Macro-Finance, University of Geneva
投资管理专业知识：在本专业知识中，您将了解如何设计投资策略以在全球范围内实现财务目标。您将学习作为强有力的投资决策基础的理论，以及在与顾问讨论投资建议，管理个人资产或客户的投资组合时可以应用的实用的实际技能。您将从对金融市场以及对微观和宏观层面的理性和非理性行为在金融中产生什么影响的全球理解开始。然后，您将学习如何从长远角度充分构建和管理投资组合，同时对金融和相关领域的新颖研究进展以及正在塑造投资管理行业的未来趋势有所赞赏。在最后的Capstone项目中，您将创建一个明智的5年投资计划，该计划应说明投资者在动态经济形势下的目标和制约因素。我们的企业合作伙伴瑞银集团的主要发言人将通过向您提供他们在为这家全球最大的财富管理公司工作的多年经验中积累的实际见解，为这一专业化做出贡献。 该专业主任和主要教学贡献者：日内瓦大学宏观金融学讲师Michel Girardin博士Course Link: https://www.coursera.org/learn/understanding-financial-markets
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