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Securing Investment Returns in the Long Run · LearnSpace
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Securing Investment Returns in the Long Run

Курс от University of Geneva
Уровень не указан≈ 7.6 чАнглийский
О курсеНавыкиПрограммаПреподаватели

О курсе

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. You will first learn about absolute and relative performance, risk-adjusted returns and how to decompose investment performance. The focus will then shift to the two main categories of investment vehicles, active and passive funds, and what they entail in terms of expected performance. Finally, you will explore the worlds of sustainable finance, neurofinance and fintech, three areas of research that will shape the future of the investment management industry. You will also benefit from the insights of experts from UBS, our corporate partner, on the practical implementation of the various concepts we will develop in this course.

Навыки, которые вы освоите

Investment ManagementPerformance MeasurementPortfolio ManagementPerformance AnalysisSustainable BusinessRisk AnalysisEnvironmental Social And Corporate Governance (ESG)Financial MarketPerformance MetricReturn On InvestmentFinancial ServicesFinTechWealth ManagementInvestmentsAsset ManagementBenchmarkingPortfolio RiskFinanceRisk Management

Программа курса

4 модулей · 52 учебных материалов

01General Introduction and Key Concepts12 материалов

Introduction

Why you should choose this courseВидеоSome common mistakes you will no longer make after this course - PerformanceВидеоSome common mistakes you will no longer make after this course - SellingВидео

Useful things to know before this course

What is useful to know before this course?Видео

Учитесь у экспертов

Tony Berrada

SFI Associate Professor of Finance

Ines Chaieb

SFI Associate Professor of Finance

Jonas Demaurex

Teaching Assistant

Rajna Gibson Brandon

SFI Senior Chaired Professor of Finance and Managing Director of the GFRI

Michel Girardin

Visiting Professor in Macro-finance - Project Leader for the "Investment Management" specialization

Philipp Krueger

SFI Assistant Professor of Finance

Kerstin Preuschoff

Associate Professor of Neurofinance and Neuroeconomics

Olivier Scaillet

SFI Senior Chaired Professor of Finance and Vice-dean (research) at GSEM

Philip Valta

SFI Assistant Professor of Finance

Securing Investment Returns in the Long Run
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Обучение на Coursera

≈ 7.6 ч

4 модулей

Язык: Английский

Субтитры: Арабский, Французский, Бенгальский, Украинский, Китайский (Китай), Греческий, Итальянский, Бразильский португальский, Вьетнамский, Нидерландский, Корейский, Немецкий, Пушту, Урду, Русский, Тайский, Индонезийский, Шведский, Турецкий, Азербайджанский, Испанский, Дари, Хинди, Японский, Казахский, Венгерский, Польский

Часть программы вашего университета
Some products you will master when you next meet your bank advisor - Mutual fundsВидео
Some products you will master when you next meet your bank advisor - Closed-end fundsВидео
GlossaryЧтение

Insights into active management versus passive management

Introduction to active versus passive management - DefinitionsВидеоIntroduction to active versus passive management - PassiveВидеоIntroduction to active versus passive management - ActiveВидеоWould you favor active over passive management?ОбсуждениеGraded quiz on the content of Week 1Задание
02Assessing Performance12 материалов

Absolute versus relative performance

What you will learn in this ModuleВидеоChoosing the right benchmark - UBS guest speakerВидеоShifting from relative to absolute return mandatesВидеоWould you rather opt for an absolute or a relative return mandate?Обсуждение

Performance measurement

The Sharpe, Treynor and Sortino ratios - SharpeВидеоThe Sharpe, Treynor and Sortino ratios - Treynor and SortinoВидеоTracking Error - UBS guest speakerВидеоUsing asset pricing models to estimate fund performanceВидео

Performance analysis and attribution

Defining performance analysis - UBS guest speakerВидеоPerformance attribution - IntroductionВидеоPerformance attribution - ExampleВидеоGraded quiz on the content of Week 2Задание
03Investment Vehicles14 материалов

Passive funds

What you will learn in this moduleВидеоDimensions in ETF selection - UBS guest speakerВидео

Active funds

Beating the benchmark or the peer group? - Peer group analysisВидеоBeating the benchmark or the peer group? - Screening criteriaВидеоThe information ratio says it allВидео

Searching for alpha

What are the pros and cons of a structured product?ВидеоSearching for hedge fund alpha: lessons from academia - Asset pricing modelВидеоSearching for hedge fund alpha: lessons from academia - EvidenceВидеоDo active funds really outperform passive funds? - PreliminariesВидеоDo active funds really outperform passive funds? - EvidenceВидеоActive versus passive management - UNIGE & UBS Discussion - Part 1ВидеоActive versus passive management - UNIGE & UBS Discussion - Part 2ВидеоWhat is your main takeaway from the active versus passive discussion?ОбсуждениеGraded quiz on the content of Week 3Задание
04Future Trends14 материалов

Sustainable finance

What you will learn in this ModuleВидеоCorporate sustainability and sustainable investingВидеоSustainable investing: exclusion, impact investing & integration - UBS guest speakerВидеоDoes sustainable investing perform in line with traditional investing? - Theoretical argumentsВидеоDoes sustainable investing perform in line with traditional investing? - EvidenceВидеоClimate change and capital markets - IntroductionВидеоClimate change and capital markets - MethodologyВидеоHow important is sustainable investing to you?Обсуждение

Neurofinance

What is Neurofinance?ВидеоUnderstanding brain activity for better investment decisionsВидео

Fintech

Can business analytics (Big Data) improve the value-added of TAA?ВидеоUsing a Robo-advisor to better shape the SAAВидеоSpecialization OutroВидеоGraded quiz on the content of Week 4Задание