Investments II: Lessons and Applications for Investors

Module 1: Course Orientation introduces the course and its contents, providing insight into what learners can expect to gain from the program. It includes an orientation quiz and encourages interaction with classmates to foster a collaborative learning environment.

Module 2: Fundamentals and Composition of Returns delves into the basics of return and risk, asset pricing models such as CAPM and the 3-Factor Model, and the taxation of dividends and capital gains. It also covers seasonality in stock returns and provides a comprehensive summary with animations.

Module 3: Investment Decisions in DC Pension Plans explores the behavioral biases and decision-making processes of participants in defined-contribution pension plans. It includes an interview with a leading finance professor and provides an overview of key biases in investment decisions.

Module 4: Performance of Individual Investors delves into the performance of individual investors, addressing behavioral biases such as overconfidence and loss aversion. It also explores local investments and the changing nature of individual investors.

Module 5: Performance of Mutual Funds and Search for Alpha assesses the performance of mutual funds, fees, and trends in the industry. It also covers strategies for "earning alpha" and features interviews with leading professors in finance.

Module 6: Course Conclusion wraps up the course, providing final reflections, congratulating learners on completing the program, and guiding them on obtaining their course certificate.