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Investment and portfolio management gwu

Synthesis of the theoretical concepts of securities analysis and portfolio management with the application of analyzing securities and building an actual portfolio. Advanced Financial Management. As a practical course, students are asked to implement models.

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Build a Winning Investment Portfolio. Improve your investment strategies with real-world skills, insights, and analytical tools. All investors — from the largest wealth funds to the smallest inbestment investors — share common issues in investing: how to meet their liabilities, how to decide where to invest, and how much risk to take on. In this Investment and portfolio management gwu, you will learn how to think about, discuss, and formulate solutions to these investment questions. You will learn the theory and the real-world skills necessary to design, execute, and evaluate investment proposals that meet financial objectives. You will then learn how to construct optimal portfolios that manage risk effectively, and how to capitalize on understanding behavioral biases and irrational behavior in financial markets.

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Investment management or financial management is the professional asset management of various securities shares, bonds, and other securities and other assets e. Investors may be institutions insurance companies, pension funds, corporations, charities, educational establishments etc. The term ‘asset management’ is often used to refer to the investment management of investment funds , while the more generic term ‘fund management’ may refer to all forms of institutional investment as well as investment management for private investors. Investment managers who specialize in advisory or discretionary management on behalf of normally wealthy private investors may often refer to their services as money management or portfolio management often within the context of » private banking «. The term fund manager, or investment adviser in the United States, refers to both a firm that provides investment management services and an individual who directs fund management decisions. The global investment management industry is highly concentrated in nature, in a universe of about 70, funds roughly The business of investment has several facets, the employment of professional fund managers, research of individual assets and asset classes , dealing, settlement, marketing, internal auditing , and the preparation of reports for clients.

Explanation of Course Numbers

Build a Winning Investment Portfolio. Improve your investment strategies with real-world skills, insights, and analytical tools. All investors portolio from the largest wealth funds to the smallest individual investors — share common issues in investing: how snd meet their liabilities, how to decide where to invest, and how much risk to take on.

In this Specialization, you will learn how to think about, discuss, and formulate solutions to these investment questions. You will learn the theory and the real-world skills necessary to design, execute, and evaluate investment proposals that meet financial objectives.

You will then learn how to construct optimal portfolios that manage risk effectively, and how to capitalize on understanding behavioral biases and irrational behavior potrfolio financial markets.

You will learn the best practices in portfolio management and performance evaluation as well as current investment strategies. By the end of your Capstone Project, you will managsment mastered the analytical tools, quantitative skills, and practical knowledge necessary for long-term investment management success. To see an overview video investmrnt this Specialization, click here!

Annd Coursera Specialization is a series of gsu that helps you master a skill. To begin, enroll in the Specialization directly, or review investtment courses and choose the one you’d managemeny to start.

Visit your learner dashboard to track your course enrollments and your progress. Every Specialization includes a hands-on project. You’ll need to successfully finish the project s to complete the Specialization and earn your certificate.

If the Specialization includes a separate course for the hands-on project, you’ll need to finish each of the other courses before you can start it. When you finish every course and complete investment and portfolio management gwu hands-on project, you’ll earn a Certificate that you can share with prospective employers and your professional network.

Manaegment a running start in the high-stakes world of financial investment! This first course is designed to help you become an informed investor by providing you with the essential concepts for long-term success in managing money. You will also learn the basics of algorithmic trading, dark pools, buying on margin and short selling.

This module discusses how the first course, Global Financial Markets and Assets, is organized. It outlines the different stages of the investment management process, which guides the focus of the Specialization. It also reviews basic finance concepts and tools such as time value of money, computing returns, discounting and compounding.

We ask the following questions: Why do financial markets exist? What role do they play? What are financial assets and how are they different than real assets? How does it all come together? Basically, this is where I hope you will get to see the big picture of the entire financial system and how it comes. Module 2 focuses on fixed income securities. We’ll get started with a review of basics of bond valuation. You will learn about short-term money market instruments, U.

Treasury securities as well as corporate bonds. After module 2, you will be able to describe fixed income securities, be familiar with their institutional features, and identify their cash flows. Finally, you will learn how to value fixed income securities such as Treasury bills, zero-coupon or coupon-bonds and compute yields.

We next focus on two other major asset classes: equity securities and derivative instruments. You will learn about how equity differs from fixed income securities, the cash flows associated with stock and preferred stock and how to find the value of a share. You will also learn about managemdnt strategies. After completing module 3, you will be able to describe all major asset classes, including derivative instruments such as options, forwards and futures. You will be able to explain how these differ from each other and their payoffs.

We will talk about different trading venues managfment the mechanics of securities trading. I will emphasize a lot of terminology and the latest trends in securities trading to familiarize you with the institutional workings of financial markets.

After this module, you will be able to compare different trading venues, trading mechanisms, and be able to explain different types of orders, including transactions like margin buying and short- selling; you will be portfplio with the language and terminology you need in order to become portffolio informed practitioner of investments. When an investor is faced with a portfolio choice problem, the number of portfplio assets porrfolio the various combinations and proportions in which each can be held can seem overwhelming.

You anv next analyze how a portfolio choice problem can be structured and learn how to solve for and implement the optimal portfolio solution. Finally, you will learn about the main pricing models for equilibrium asset prices. Investors tend to be portfo,io own worst enemies. In this third course, you will learn how to capitalize on understanding behavioral biases and manaagement behavior in financial markets.

You will start by learning about the various behavioral biases — mistakes that investors make and understand their reasons. You will also explore how different preferences and investment horizons impact the optimal asset allocation choice.

In this course, you will learn about latest investment strategies and performance evaluation. You will start by learning portfolio performance measures and discuss best practices in portfolio performance evaluation. You will explore different evaluation techniques such as style analysis and attribution analysis and apply them to evaluate different investment strategies.

Special emphasis will be given to recent financial market innovations and current investment trends. To get started, click the course card that interests you and enroll. You can enroll and complete the course to earn a shareable managemet, or you can audit it to view the course materials mnagement free.

Visit your learner dashboard to track your progress. You can access your lectures, readings and assignments anytime and anywhere via the web or your mobile device. This Specialization doesn’t carry university credit, but some universities may choose to accept Specialization Certificates for credit. Check with your institution to learn.

The specialization will be at an introductory level. While each course in this Specialization can be viewed as self-contained, starting with fundamentals, some background in business and finance and familiarity with basic statistical concepts is recommended. Each course in the Specialization managsment learning objectives that together make up the overarching goal for this Specialization.

More questions? Visit the Learner Help Center. Offered By. About this Specialization 14, recent views. Flexible Schedule. Flexible Schedule Set and maintain flexible deadlines. Beginner Level. Hours to complete. Available languages. English Subtitles: English, Spanish.

Chevron Left. How the Specialization Works. Take Courses A Investmet Specialization is a series of courses that helps you master a skill. Hands-on Project Every Specialization includes a hands-on project. Earn a Certificate When you finish every course and complete the hands-on project, you’ll earn a Certificate that you can share with prospective employers and your professional network.

There are 5 Courses in this Specialization. Course 1. Global Financial Markets and Instruments. Course 2. Portfolio Selection and Risk Management. Course 3. Biases and Portfolio Selection. Course 4. Investment Strategies and Portfolio Analysis. Show More. Frequently Asked Questions What is the refund policy?

Can I just enroll in a single course? Imvestment financial aid available? Can I take the course for free? Do I need to attend any classes in person? Will I earn university credit for completing the Specialization? How long does it take to complete the Specialization?

The Specialization is 15 weeks long, plus the additional Capstone Project time. What background knowledge is necessary? Do I need to take the manabement in a specific order?

What will I be able to do upon completing the Specialization?

CFA Program Curriculum 2018 Level III Volumes 1-6 Box Set

Doctoral candidates preparing for general examination. Russ thank you for making time for our GW students, we appreciate you sharing your wisdom and experience. Analytical and numerical models are developed, and empirical studies are evaluated. Solorzano Fakhri Bojana Jankovic. Seminar: Financial Markets Research. Application and integration of financial accounting and financial analysis, using a different case study each week. Alternative strategies for trading of futures contracts for possible hedging uses. Thank you to all who attended VC panel last night! Securities Regulation and Financial Scandals. A Brief Investment and portfolio management gwu of Finance.

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