In the Investment Management Specialization, you will gain a deep understanding of investment strategies and financial markets in a global context. You will learn the theory behind strong investment decisions and practical skills applicable to managing personal or client investment portfolios. The course is designed to equip you with the knowledge and skills necessary to create a sensible 5-year investment plan that considers an investor's goals and constraints in a dynamic economic landscape.
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The course modules cover understanding financial markets, meeting investors' goals, portfolio and risk management, securing investment returns in the long run, and planning client's wealth over a 5-year horizon.
In the first module, you will gain insights into the main financial markets and their characteristics, and how they are linked to the economy. You will also learn about the computation of stock and bond prices, the notion of risk, and how to build efficient portfolios. Additionally, you will understand the impact of central bank policies on financial markets and the link between the economy and financial assets.
The second module delves into the concepts of rationality and irrationality and their influence on investment decisions. You will explore biases affecting investment decisions, emotions and ethical concerns, and different portfolio construction methodologies. The course will also cover practical knowledge from industry experts on building and managing clients' portfolios.
This module provides an understanding of the theory underlying optimal portfolio construction, different ways portfolios are built in practice, and how to measure and manage portfolio risk. You will also learn about shaping an investor's profile, strategic and tactical asset allocations, and different facets of risk along with appropriate tools and techniques to manage it.
Module four covers the dichotomy between active and passive investing, methods to measure and analyze investment performance, and future trends in the investment management industry. You will also explore sustainable finance, neurofinance, fintech, and practical implementation insights from industry experts.
The final Capstone project requires you to design an appropriate wealth plan for characters with unique financial constraints and objectives over a 5-year horizon. You will apply the knowledge gained in preceding courses to devise a wealth strategy based on economic outlook, emotional biases, risk management, and future trends in the investment management industry.
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