Defining Your Objectives and Universe-Lesson 1 - What kind of investor are you?
What will you learn?
Introduction to the Course
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More about the course
What kind of investor are you?
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What do you want to achieve as an investor?
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Translating your objectives into financial metrics
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Supporting material - computing returns and sample statistics
Defining Your Objectives and Universe-Lesson 2 - An introduction to financial markets
What will you learn?
Understanding how to measure asset risk and return
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Additional (optional) videos
A glance at the universe of investable assets
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Financial market participants at play
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Defining Your Objectives and Universe-Graded Assessments
Portfolio management exercise: part 1
Defining Your Objectives and Universe-Honor Track - Portfolio Management Exercise (advanced)
Next quiz for advanced learners (honor track)
How to Build an Investment Solution-Lesson 1 - Reward, Risk, and Portfolio Allocation
Introduction to Module 2
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What will you learn?
How to use quantitative method to optimize portfolio construction
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Supporting material
How do constraints and regulations impact portfolio construction?
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Supporting material
The importance of asset pricing in portfolio management
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Additional (optional) videos
How to Build an Investment Solution-Lesson 2 - A deeper look at portfolio management techniques
What will you learn?
Strategic versus tactical allocation
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Hedging techniques: how to protect portfolio against undesired risk
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Suggested reading
How to Build an Investment Solution-Graded Assessments
Portfolio management exercise: part 2
Exploring Specific Portfolio Management Techniques-Lesson 1 - Active Management
Introduction to Module 3
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What will you learn?
Additional (optional) videos
The economics of active management
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Active management: quantitative approach
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Supporting material
Active management: discretionary approach
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Suggested reading
Investment management decisions
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Exploring Specific Portfolio Management Techniques-Lesson 2 - Implementation of Portfolio Strategies
What will you learn?
How to manage trading efficiently
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Suggested reading
How to manage extreme events in financial markets
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Supporting material and suggested reading
Exploring Specific Portfolio Management Techniques-Honor Track - Portfolio Management Exercise (Advanced)
Next quiz for advanced learners (honor track)
The Asset Management Industry: Selecting or Becoming a Fund Manager-Lesson 1 - Hiring a portfolio manager
What will you learn?
Introduction to Module 4
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How to measure and monitor the performance of an investment
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Supporting material
Selecting the right fund manager
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Formalize your investment objectives
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The Asset Management Industry: Selecting or Becoming a Fund Manager-Lesson 2 - Working in an asset management firm
What will you learn?
Professionals at work in an asset management company
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Product cycles in asset management
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What does regulation bring to the industry?
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Suggested reading
Got any question? Ask us in a live session!
The Asset Management Industry: Selecting or Becoming a Fund Manager-Graded Assessments
Portfolio management exercise - part 3
The Asset Management Industry: Selecting or Becoming a Fund Manager-Honor Track - Portfolio Management Exercise (Advanced)
Next quiz for advanced learners (honor track)