Planning your Client's Wealth over a 5-year Horizon

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Opleiderscore: starstarstarstar_halfstar_border 7,2 Coursera (CC) heeft een gemiddelde beoordeling van 7,2 (uit 6 ervaringen)

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Beschrijving

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  • Paid plan: Commit to earning a Certificate—it's a trusted, shareable way to showcase your new skills.

About this course: In this Capstone project, you will have to choose between three different characters (each with a unique set of financial constraints and objectives) and design an appropriate wealth plan for them over the next 5 years. You will have to use the knowledge you gained in each of the four preceding courses to reach that objective. Indeed, you will need to know which assets to consider and how to manage them depending on changes in the economic outlook (Course 1), how to evaluate and deal with your character's emotional biases in order to suggest them a wealth strategy they will be able to follow (Course 2), how to build an optimal portfolio and manage its risk once the st…

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When you enroll for courses through Coursera you get to choose for a paid plan or for a free plan

  • Free plan: No certicification and/or audit only. You will have access to all course materials except graded items.
  • Paid plan: Commit to earning a Certificate—it's a trusted, shareable way to showcase your new skills.

About this course: In this Capstone project, you will have to choose between three different characters (each with a unique set of financial constraints and objectives) and design an appropriate wealth plan for them over the next 5 years. You will have to use the knowledge you gained in each of the four preceding courses to reach that objective. Indeed, you will need to know which assets to consider and how to manage them depending on changes in the economic outlook (Course 1), how to evaluate and deal with your character's emotional biases in order to suggest them a wealth strategy they will be able to follow (Course 2), how to build an optimal portfolio and manage its risk once the strategy has been designed (Course 3) and how to adequately measure the performance of your plan while taking advantage of investment vehicles and future trends in the investment management industry to further your character's goals (Course 4). This Capstone project was designed in collaboration with UBS, our corporate partner, who benefits from years of experience in guiding clients with their wealth planning.

Created by:  University of Geneva
  • Taught by:  University of Geneva- Michel Girardin, Lecturer in Macro-Finance - Project Leader for the "Investment Management" specialization

    Geneva Finance Research Institute
Basic Info Course 5 of 5 in the Investment Management Specialization Language English How To Pass Pass all graded assignments to complete the course. User Ratings 4.7 stars Average User Rating 4.7See what learners said Coursework

Each course is like an interactive textbook, featuring pre-recorded videos, quizzes and projects.

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University of Geneva Founded in 1559, the University of Geneva (UNIGE) is one of Europe's leading universities. Devoted to research, education and dialogue, the UNIGE shares the international calling of its host city, Geneva, a centre of international and multicultural activities with a venerable cosmopolitan tradition.

Syllabus


WEEK 1


Client Profile



16 videos, 1 reading expand


  1. Video: Welcoming video & project overview
  2. Video: Client profile - Quick recap - part 1
  3. Video: Client profile - Quick recap - part 2
  4. Video: The basic steps in investment
  5. Video: Cognitive biases when choosing which assets to look at
  6. Video: Cognitive biases when processing financial information
  7. Video: Cognitive biases when rebalancing your portfolio
  8. Video: Cognitive biases when evaluating performance
  9. Video: Wrap-up
  10. Video: How our emotions impact our investment decisions
  11. Video: Why we trade
  12. Video: What can we learn from this?
  13. Discussion Prompt: Cognitive biases and emotions
  14. Video: The key things you need to know to define your investment profile - UBS guest speaker
  15. Video: The path from an investor's profile to his/her optimal investment strategy - UBS guest speaker
  16. Video: How our age and wealth affect our investment profile - Main views
  17. Video: How our age and wealth affect our investment profile - Robo-advisors
  18. Discussion Prompt: Investment profile
  19. Reading: Pick a client!

Graded: Assignment for the first milestone: client profile

WEEK 2


Investment Policy



13 videos expand


  1. Video: Overview of the milestone
  2. Video: Risk as volatility?
  3. Video: The risk-return trade-off - UBS guest speaker
  4. Video: Measuring our risk tolerance
  5. Discussion Prompt: Risk-return trade-off
  6. Video: Distribution of returns - Graphical representation
  7. Video: Distribution of returns - Numbers
  8. Video: The impact of correlation - The benefits of diversification
  9. Video: The impact of correlation - Maximizing diversification
  10. Discussion Prompt: Startegic Asset Allocation
  11. Video: A first example of an anticipation crisis: 1987 - The "Fed Model"
  12. Video: A first example of an anticipation crisis: 1987 - The crash
  13. Video: A second example of an anticipation crisis - 2000
  14. Video: Key drivers of tactical asset allocation - Goals
  15. Video: Key drivers of tactical asset allocation - Implementation
  16. Discussion Prompt: Tactical Asset Allocation

Graded: Assignment for the second milestone: investment policy

WEEK 3


First Reporting and Rebalancing



7 videos expand


  1. Video: Overview of the milestone
  2. Video: Risk management applied to portfolio allocation
  3. Video: Defining the Value-at-Risk
  4. Video: Computing the Value-at-Risk
  5. Video: Defining the Expected Shortfall
  6. Video: Computing the Expected Shortfall
  7. Video: Risk as volatility?
  8. Discussion Prompt: Risk management

Graded: Assignment for the third milestone: first reporting and rebalancing

WEEK 4


Final Reporting



6 videos expand


  1. Video: Overview of the milestone
  2. Video: The Sharpe, Treynor and Sortino ratios - Sharpe
  3. Video: The Sharpe, Treynor and Sortino ratios - Treynor and Sortino
  4. Video: Beating the benchmark or the peer group? - Peer group analysis
  5. Video: Beating the benchmark or the peer group? - Screening criteria
  6. Discussion Prompt: Performance measurement
  7. Video: A few concluding words

Graded: Assignment for the fourth milestone: final reporting

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