Client Profile-Introduction to the Capstone project
Welcoming video & project overview
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Client Profile-Overview of the milestone
Client profile - Quick recap - part 1
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Client profile - Quick recap - part 2
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Client Profile-Scaffolding material: cognitive biases
The basic steps in investment
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Cognitive biases when choosing which assets to look at
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Cognitive biases when processing financial information
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Cognitive biases when rebalancing your portfolio
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Cognitive biases when evaluating performance
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Wrap-up
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Client Profile-Scaffolding material: emotions
How our emotions impact our investment decisions
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Why we trade
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What can we learn from this?
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Client Profile-Scaffolding material: investment profile
The key things you need to know to define your investment profile - UBS guest speaker
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The path from an investor's profile to his/her optimal investment strategy - UBS guest speaker
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How our age and wealth affect our investment profile - Main views
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How our age and wealth affect our investment profile - Robo-advisors
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Client Profile-Assignment
Pick a client!
Investment Policy-Overview of the milestone
Overview of the milestone
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Investment Policy-Scaffolding material: risk-return trade-off
Risk as volatility?
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The risk-return trade-off - UBS guest speaker
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Measuring our risk tolerance
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Investment Policy-Scaffolding material: Strategic Asset Allocation
Distribution of returns - Graphical representation
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Distribution of returns - Numbers
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The impact of correlation - The benefits of diversification
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The impact of correlation - Maximizing diversification
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Investment Policy-Scaffolding material: Tactical Asset Allocation
A first example of an anticipation crisis: 1987 - The "Fed Model"
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A first example of an anticipation crisis: 1987 - The crash
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A second example of an anticipation crisis - 2000
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Key drivers of tactical asset allocation - Goals
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Key drivers of tactical asset allocation - Implementation
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First Reporting and Rebalancing-Overview of the milestone
Overview of the milestone
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First Reporting and Rebalancing-Scaffolding material: Risk management
Risk management applied to portfolio allocation
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Defining the Value-at-Risk
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Computing the Value-at-Risk
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Defining the Expected Shortfall
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Computing the Expected Shortfall
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Risk as volatility?
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Final Reporting-Overview of the milestone
Overview of the milestone
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Final Reporting-Scaffolding material: performance measurement
The Sharpe, Treynor and Sortino ratios - Sharpe
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The Sharpe, Treynor and Sortino ratios - Treynor and Sortino
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Beating the benchmark or the peer group? - Peer group analysis
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Beating the benchmark or the peer group? - Screening criteria
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Final Reporting-Conclusion
A few concluding words
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