Investment and Portfolio Management

Course Overview

What does this course tell? (Please note that the following overview content is from the original platform) In this four-course Specialization you'll learn the essential skills of portfolio management and personal investing All investors : from the largest wealth funds to the smallest individual investors : share common issues in investing: how to meet their liabilities how to decide where to invest and how much risk to take on In this Specialization you will learn how to think about discuss and formulate solutions to these investment questions You will learn the theory and the real-world skills necessary to design execute and evaluate investment proposals that meet financial objectives You will begin with an overview of global financial markets and instruments that characterize the investment opportunities available to today's investor You will then learn how to construct optimal portfolios that manage risk effectively and how to capitalize on understanding behavioral biases and irrational behavior in financial markets You will learn the best practices in portfolio management and performance evaluation as well as current investment strategies By the end of your Capstone Project you will have mastered the analytical tools quantitative skills and practical knowledge necessary for long-term investment management success To see an overview video for this Specialization click here! We considered the value of this course from many aspects, and finally summarized it for you from two aspects: skills and knowledge, and the people who benefit from it: (Please note that our content is optimized through artificial intelligence tools and carefully reviewed by our editorial staff.) What skills and knowledge will you acquire during this course? During this course, learners will acquire the following skills and knowledge: 1. Understanding of global financial markets and investment instruments: Learners will gain knowledge about the various financial markets and instruments available for investment, enabling them to identify investment opportunities. 2. Portfolio management: Learners will learn how to construct optimal portfolios that effectively manage risk. They will understand the principles and techniques of diversification and asset allocation to create portfolios that align with their financial objectives. 3. Behavioral finance: Learners will gain insights into behavioral biases and irrational behavior in financial markets. They will learn how to capitalize on this understanding to make informed investment decisions. 4. Investment proposal design and execution: Learners will acquire the skills to design, execute, and evaluate investment proposals that meet financial objectives. They will learn how to analyze investment opportunities, assess risk, and make informed investment decisions. 5. Portfolio performance evaluation: Learners will learn the best practices in portfolio management and performance evaluation. They will understand how to measure and assess the performance of investment portfolios and make necessary adjustments to achieve desired outcomes. 6. Current investment strategies: Learners will be exposed to current investment strategies and trends in the industry. They will gain knowledge about different investment approaches and techniques used by successful investors. By the end of the Capstone Project, learners will have mastered analytical tools, quantitative skills, and practical knowledge necessary for long-term investment management success. Who will benefit from this course? This course on Investment and Portfolio Management will benefit a wide range of individuals, including both institutional and individual investors. For institutional investors, such as wealth funds or pension funds, this course will provide essential skills and knowledge to effectively manage their portfolios. They will learn how to meet their liabilities, make informed decisions on where to invest, and determine the appropriate level of risk to take on. The course will also teach them how to design, execute, and evaluate investment proposals that align with their financial objectives. Additionally, institutional investors will gain insights into global financial markets, investment opportunities, and best practices in portfolio management and performance evaluation. For individual investors, this course will empower them to make better personal investment decisions. They will learn how to construct optimal portfolios that effectively manage risk and capitalize on behavioral biases and irrational behavior in financial markets. The course will also provide them with an understanding of global financial markets and investment instruments, enabling them to identify and seize investment opportunities. By the end of the course, individual investors will have acquired the analytical tools, quantitative skills, and practical knowledge necessary for long-term investment management success. Overall, this course is suitable for anyone interested in investment and portfolio management, regardless of their level of experience or profession. It equips both institutional and individual investors with the necessary skills and knowledge to navigate the complexities of the financial markets and make informed investment decisions.