Investment Strategy (Coursera)

Investment Strategy (Coursera)

Discover the basic concepts of needs analysis, investment policy, asset allocation, product selection, portfolio monitoring and re-balancing. We will look at the types of institutional investors - pension funds and insurance companies. You will learn the client management life cycle and dive into portfolio management as a process. You will learn the basic concepts, principles, and the major styles of investing in alternative assets. Finally, we study the impact of digitization on investment strategies.

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Course 4 of 5 in the Financial Markets and Investment Strategy Specialization

Syllabus

WEEK 1
Alternate Assets and Hedge funds
After finishing this module, you will be able to understand the difference between various alternate assets. You would also have an overview of the Hedge funds.

WEEK 2
Index Investing
After completing this module, you will be able to understand what index investing means and you will also be able to calculate the value of a passive index. You will be able to define Beta and Alpha and can also find out a better investment among a given set of investments.

WEEK 3
Asset Allocation
After completing this module, you will be able to understand the difference between retail asset allocation and institutional asset allocation. You will also be able to understand the importance of time horizon in defining risk.

WEEK 4
Risk
After completing this module, you will understand the meaning of permanent loss of capital and you will also be able to evaluate the performance of funds. You will also get a clear understanding of distributional approach to investing in assets.

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