Meeting Investors' Goals
Master portfolio construction, investment styles, and behavioral finance. Learn to overcome cognitive biases and make rational investment decisions.
Master portfolio construction, investment styles, and behavioral finance. Learn to overcome cognitive biases and make rational investment decisions.
This course cannot be purchased separately - to access the complete learning experience, graded assignments, and earn certificates, you'll need to enroll in the full Investment Management Specialization program. You can audit this specific course for free to explore the content, which includes access to course materials and lectures. This allows you to learn at your own pace without any financial commitment.
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English
Tiếng Việt
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What you'll learn
Identify and overcome cognitive biases in investment decisions
Understand the impact of emotions on financial choices
Implement effective portfolio construction methodologies
Master different investment styles and strategies
Analyze market efficiency and its implications
Develop rational decision-making skills in investing
Skills you'll gain
This course includes:
5.7 Hours PreRecorded video
8 assignments
Access on Mobile, Tablet, Desktop
FullTime access
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There are 4 modules in this course
This comprehensive course explores the intersection of rational decision-making and behavioral finance in investment management. Students learn about cognitive biases and emotional factors that influence investment decisions, market efficiency concepts, and various portfolio construction methodologies. The curriculum covers both top-down and bottom-up approaches to portfolio management, different investment styles including value vs. growth and momentum vs. contrarian strategies. The course features practical insights from UBS professionals and examines how market behavior affects asset prices, bubbles, and financial crises.
General Introduction and Key Concepts
Module 1 · 1 Hours to complete
How Individuals Make Financial Decisions
Module 2 · 2 Hours to complete
Market Efficiency, Bubbles & Crises
Module 3 · 2 Hours to complete
Portfolio Construction and Investment Styles
Module 4 · 2 Hours to complete
Fee Structure
Instructors
SFI Associate Professor of Finance
Tony Berrada, SFI Associate Professor of Finance at the University of Geneva, holds a PhD in Finance from the University of Lausanne. His academic and research interests lie in Mathematical Finance and Asset Pricing, making him a prominent figure in these specialized fields.Professor Berrada teaches a range of finance-focused courses, including Meeting Investors' Goals, Portfolio and Risk Management, Securing Investment Returns in the Long Run, and Understanding Financial Markets. Through his expertise, he equips learners with the knowledge and tools needed to navigate complex financial systems and achieve long-term investment success.
Associate Professor of Neurofinance and Neuroeconomics
Kerstin Preuschoff is an esteemed Associate Professor specializing in Neurofinance and Neuroeconomics at the University of Geneva. She holds a Ph.D. in Computation and Neural Systems & Neuroeconomics from the California Institute of Technology. Her research delves into the interdisciplinary realms of decision-making and risk-taking, combining theoretical frameworks and experimental methodologies to advance understanding in these cutting-edge fields. Dr. Preuschoff is also a dedicated educator, teaching courses such as "Meeting Investors' Goals," "Portfolio and Risk Management," and "Securing Investment Returns in the Long Run." Her work bridges neuroscience and finance, equipping learners with tools to navigate complex decision-making environments.
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Frequently asked questions
Below are some of the most commonly asked questions about this course. We aim to provide clear and concise answers to help you better understand the course content, structure, and any other relevant information. If you have any additional questions or if your question is not listed here, please don't hesitate to reach out to our support team for further assistance.