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Investment Management in an Evolving and Volatile World by HEC Paris and AXA Investment Managers

Approx. 18 hours to complete

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Course Summary

This course on Investment Management teaches students the principles of managing investment portfolios, risk management, and asset allocation. Topics covered include portfolio construction, asset pricing theories, and investment strategies.

Key Learning Points

Learn how to construct investment portfolios and manage risk.
Understand asset pricing theories and investment strategies.
Explore the principles of asset allocation and portfolio construction.

Learning Outcomes

Ability to construct and manage investment portfolios
Understanding of asset pricing theories and investment strategies
Knowledge of risk management and asset allocation

Prerequisites or good to have knowledge before taking this course

Basic knowledge of finance
Familiarity with financial terminology

Course Difficulty Level

Intermediate

Course Format

Online
Self-paced
Video lectures
Quizzes and assessments

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Financial Markets
Investments

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Description

Have you ever wanted to invest in financial markets, but were always afraid that you didn’t have the proper tools or knowledge to make informed decisions? Have you ever wondered how investment management companies operate and what fund managers do? AXA Investment Managers, in partnership with HEC Paris, will introduce you to the most important ideas and concepts in investment management, to help you better understand your financial future.

This course will enable you to: • Define what type of investor you are, your investment objectives, and potential constraints. • Identify the main investable assets and important players in financial markets. • Understand basic portfolio management techniques. • Apply these techniques in real case studies from the outset, through practical assessments. Finally, we will provide a comprehensive overview of today's asset management industry: the product cycles, professionals, and regulations. For those who want to identify a talented fund manager to invest for you, we offer important criteria for selecting one. For those who are interested in learning more about this fascinating industry, we lay the foundation for your ongoing financial journey. Join us now to explore the world of investment management! Course Specialists The course has been developed in collaboration between HEC Paris, with Hugues Langlois managing the academic aspect, and AXA Investment Managers specialists, sharing their experiences and expertise and coordinated by Marion Le Morhedec. AXA Investment Managers participants include Maxime Alimi, Stephanie Condra, Nicholas Jeans, Elodie Laugel, Pierre-François de Mont-Serrat, Jean-Gabriel Pierre (AXA Group), Dorothée Sauloup, Irina Topa-Serry, Fiona Southall, Patrice Viot Coster, Susanna Warner, and Joachim Weitgasser. Recommended Background We expect most participants to have a basic level of knowledge in mathematics and economics. However this is not essential, and we believe that people from any background can succeed with commitment and a strong interest. Be aware that in the case study, you will have to use Excel. Course Format This course will run for 4 weeks and consists of 4 modules, each with a series of lecture videos between 5 to 8 minutes long. Each module contains a set of practice and graded quiz questions. A complete portfolio management exercise covers concepts learned in all modules Language The course is in English, with Spanish, Italian, German, French, and Chinese (Simplified) subtitles. The Project The preparation of this MOOC has been an exciting adventure for many professionals at AXA Investment Managers and HEC, both for the speakers and a wealth of contributors. Thank you to all of them. We hope you enjoy this course as much as we enjoyed creating it!

Outline

Defining Your Objectives and Universe
Introduction to the Course
What kind of investor are you?
What do you want to achieve as an investor?
Translating your objectives into financial metrics
Understanding how to measure asset risk and return
A glance at the universe of investable assets
Financial market participants at play
What will you learn?
More about the course
Supporting material - computing returns and sample statistics
What will you learn?
Additional (optional) videos
Portfolio management exercise: part 1
Next quiz for advanced learners (honor track)
Practice Quiz Module 1 Lesson 1
Practice Quiz Module 1 Lesson 2
Graded Quiz Module 1
Portfolio management exercise - Getting Started with Investments
Quiz for honor track - part 1

How to Build an Investment Solution
Introduction to Module 2
How to use quantitative method to optimize portfolio construction
How do constraints and regulations impact portfolio construction？
The importance of asset pricing in portfolio management
Strategic versus tactical allocation
Hedging techniques: how to protect portfolio against undesired risk
What will you learn?
Supporting material
Supporting material
Additional (optional) videos
What will you learn?
Suggested reading
Portfolio management exercise: part 2
Practice Quiz - Module 2 Lesson 1
Practice Quiz - Module 2 - Lesson 2
Graded Quiz Module 2
Portfolio management exercise - Let's Allocate Across Investments

Exploring Specific Portfolio Management Techniques
Introduction to Module 3
The economics of active management
Active management: quantitative approach
Active management: discretionary approach
Investment management decisions
How to manage trading efficiently
How to manage extreme events in financial markets
What will you learn?
Additional (optional) videos
Supporting material
Suggested reading
What will you learn?
Suggested reading
Supporting material and suggested reading
Next quiz for advanced learners (honor track)
Practice Quiz - Module 3 - Lesson 1
Practice Quiz - Module 3 - Lesson 2
Graded Quiz Module 3
Quiz for honor track - part 2

The Asset Management Industry: Selecting or Becoming a Fund Manager
Introduction to Module 4
How to measure and monitor the performance of an investment
Selecting the right fund manager
Formalize your investment objectives
Professionals at work in an asset management company
Product cycles in asset management
What does regulation bring to the industry?
What will you learn?
Supporting material
What will you learn?
Suggested reading
Got any question? Ask us in a live session!
Portfolio management exercise - part 3
Next quiz for advanced learners (honor track)
Practice Quiz - Module 4 - Lesson 1
Practice Quiz - Module 4 - Lesson 2
Graded Quiz Module 4
Portfolio management exercise - Let's Evaluate an Investment Fund
Quiz for honor track - part 3

Summary of User Reviews

Investment Management course on Coursera received positive reviews from many users. Students appreciated the practical approach of the course and found it highly informative. The course is designed to provide an in-depth understanding of investment strategies, portfolio construction, and risk management. Overall, the course is highly recommended to anyone who is interested in learning about investment management.

Key Aspect Users Liked About This Course

Practical approach to learning

Pros from User Reviews

Highly informative content
Good mix of theory and practice
In-depth understanding of investment strategies

Cons from User Reviews

Some students found the course too basic
Limited interaction with the instructor
Not suitable for advanced learners

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Investment Management in an Evolving and Volatile World by HEC Paris and AXA Investment Managers

Have you ever wanted to invest in financial markets, but were always afraid that you didn’t have the proper tools or knowledge to make informed decisions?...

Save Course