Securing Investment Returns in the Long Run

  • 4.8
Approx. 8 hours to complete

Course Summary

Learn how to invest for the long term in this course that covers investment returns, risk and diversification, and strategies for building your portfolio.

Key Learning Points

  • Understand the historical trends and patterns of investment returns over time
  • Learn about the importance of diversification and risk management in building a successful investment portfolio
  • Explore different investment strategies and how to apply them in your own investment decisions

Related Topics for further study


Learning Outcomes

  • Understand historical trends and patterns of investment returns
  • Apply diversification and risk management techniques to your investment portfolio
  • Evaluate different investment strategies and their suitability for your investment goals

Prerequisites or good to have knowledge before taking this course

  • Basic understanding of financial concepts
  • Familiarity with investment terminology

Course Difficulty Level

Intermediate

Course Format

  • Online
  • Self-paced
  • Video lectures

Similar Courses

  • Investment Management Specialization
  • Financial Markets

Related Education Paths


Notable People in This Field

  • Warren Buffett
  • Peter Lynch

Related Books

Description

In this course, you will learn about the famous dichotomy between active and passive investing, how to appropriately measure and analyze investment performance and what the future trends in the investment management industry are.

Outline

  • General Introduction and Key Concepts
  • Why you should choose this course
  • Some common mistakes you will no longer make after this course - Performance
  • Some common mistakes you will no longer make after this course - Selling
  • What is useful to know before this course?
  • Some products you will master when you next meet your bank advisor - Mutual funds
  • Some products you will master when you next meet your bank advisor - Closed-end funds
  • Introduction to active versus passive management - Definitions
  • Introduction to active versus passive management - Passive
  • Introduction to active versus passive management - Active
  • Glossary
  • Graded quiz on the content of Week 1
  • Assessing Performance
  • What you will learn in this Module
  • Choosing the right benchmark - UBS guest speaker
  • Shifting from relative to absolute return mandates
  • The Sharpe, Treynor and Sortino ratios - Sharpe
  • The Sharpe, Treynor and Sortino ratios - Treynor and Sortino
  • Tracking Error - UBS guest speaker
  • Using asset pricing models to estimate fund performance
  • Defining performance analysis - UBS guest speaker
  • Performance attribution - Introduction
  • Performance attribution - Example
  • Graded quiz on the content of Week 2
  • Investment Vehicles
  • What you will learn in this module
  • Dimensions in ETF selection - UBS guest speaker
  • Beating the benchmark or the peer group? - Peer group analysis
  • Beating the benchmark or the peer group? - Screening criteria
  • The information ratio says it all
  • What are the pros and cons of a structured product?
  • Searching for hedge fund alpha: lessons from academia - Asset pricing model
  • Searching for hedge fund alpha: lessons from academia - Evidence
  • Do active funds really outperform passive funds? - Preliminaries
  • Do active funds really outperform passive funds? - Evidence
  • Active versus passive management - UNIGE & UBS Discussion - Part 1
  • Active versus passive management - UNIGE & UBS Discussion - Part 2
  • Graded quiz on the content of Week 3
  • Future Trends
  • What you will learn in this Module
  • Corporate sustainability and sustainable investing
  • Sustainable investing: exclusion, impact investing & integration - UBS guest speaker
  • Does sustainable investing perform in line with traditional investing? - Theoretical arguments
  • Does sustainable investing perform in line with traditional investing? - Evidence
  • Climate change and capital markets - Introduction
  • Climate change and capital markets - Methodology
  • What is Neurofinance?
  • Understanding brain activity for better investment decisions
  • Can business analytics (Big Data) improve the value-added of TAA?
  • Using a Robo-advisor to better shape the SAA
  • Specialization Outro
  • Graded quiz on the content of Week 4

Summary of User Reviews

Investment Returns in the Long Run is a highly rated course that covers the basics of investing and offers valuable insights into long-term investment strategies. Many users found the course to be well-organized and easy to follow.

Key Aspect Users Liked About This Course

well-organized and easy to follow

Pros from User Reviews

  • Provides a comprehensive overview of investment strategies
  • Features engaging video lectures and interactive exercises
  • Gives practical advice on how to build a diversified investment portfolio
  • Instructors are knowledgeable and engaging
  • Offers a valuable credential for those looking to advance their careers in finance

Cons from User Reviews

  • May not be suitable for advanced investors looking for more in-depth analysis
  • Some users found the course to be too basic
  • Registration fees may be prohibitive for some learners
  • Course materials may not be updated frequently enough to reflect current market conditions
  • Some users found the peer review process to be time-consuming and cumbersome
English
Available now
Approx. 8 hours to complete
University of Geneva- Tony Berrada, University of Geneva- Ines Chaieb, University of Geneva- Jonas Demaurex, University of Geneva- Rajna Gibson Brandon, University of Geneva- Michel Girardin, University of Geneva- Philipp Krueger, University of Geneva- Kerstin Preuschoff, University of Geneva- Olivier Scaillet, University of Geneva- Philip Valta
University of Geneva
Coursera

Instructor

Share
Saved Course list
Cancel
Get Course Update
Computer Courses