Meeting Investors’ Goals

In this course, you will dive into the concepts of rationality and irrationality and understand how they impact our investment decisions and what the consequences can be at the market level.You will first explore the different biases that we, as humans, are subjected to when facing investment decisions and how they may impact the outcomes of these decisions. Moreover, you will see how emotions and ethical concerns such as honesty and trust influence market participants. When they are considered as a group rather than individually, you will discover how rationality and irrationality can drive asset prices to and away from their fair value. Finally, you will be presented with different portfolio construction methodologies and investment styles that make up the landscape of today’s portfolio management industry.

At key points throughout the course, you will benefit from the practical knowledge of experts from our corporate partner, UBS, in how to build and manage clients’ portfolios.

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Syllabus

Syllabus - What you will learn from this course
Week 1
General Introduction and Key Concepts
Week 2
How Individuals Make Financial Decisions
Week 3
Market Efficiency, Bubbles & Crises
Week 4
Portfolio Construction and Investment Styles

FAQ

When will I have access to the lectures and assignments?

Access to lectures and assignments depends on your type of enrollment. If you take a course in audit mode, you will be able to see most course materials for free. To access graded assignments and to earn a Certificate, you will need to purchase the Certificate experience, during or after your audit. If you don't see the audit option:

What will I get if I subscribe to this Specialization?

When you enroll in the course, you get access to all of the courses in the Specialization, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile. If you only want to read and view the course content, you can audit the course for free.

Is financial aid available?

Yes. In select learning programs, you can apply for financial aid or a scholarship if you can’t afford the enrollment fee. If fin aid or scholarship is available for your learning program selection, you’ll find a link to apply on the description page.

Reviews

I love this course because I was planning to start investing in the Bovespa (Sao Paulo, Brazil) following only the guides of sensational analysts. This course recommends being cautious. Thank you.

It was very productive course. I've gained a lot of efficient, useful knowledge. Now I have a quite blurry picture of what investment is. Special thanks to Prof. Michel Girardin

i recommend this course for every one interested to understand the dynamics of financial markets and the future trends of financial markets and portfolio management

I truely love the content in this course and learnt many different investment strategies and psychology. Hope I could use these learnings to practice in the near future.