Monthly Subscription Starting at AED 99 + VAT
- Level Professional
- Duration 18 hours
- Course by HEC Paris
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Offered by
About
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!Modules
Lesson 1 - What kind of investor are you?
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4
Videos
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3
Readings
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2
Discussion
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1
Assignment
1
Assignment
- Practice Quiz Module 1 Lesson 1
2
Discussions
- Introduce yourself to your peers!
- What type of investor do you think YOU are?
4
Videos
- 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
3
Readings
- What will you learn?
- More about the course
- Supporting material - computing returns and sample statistics
Lesson 2 - An introduction to financial markets
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3
Videos
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2
Readings
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1
Assignment
1
Assignment
- Practice Quiz Module 1 Lesson 2
3
Videos
- Understanding how to measure asset risk and return
- A glance at the universe of investable assets
- Financial market participants at play
2
Readings
- What will you learn?
- Additional (optional) videos
Graded Assessments
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1
Readings
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2
Assignment
2
Assignment
- Graded Quiz Module 1
- Portfolio management exercise - Getting Started with Investments
1
Readings
- Portfolio management exercise: part 1
Honor Track - Portfolio Management Exercise (advanced)
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1
Readings
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1
Assignment
1
Assignment
- Quiz for honor track - part 1
1
Readings
- Next quiz for advanced learners (honor track)
Lesson 1 - Reward, Risk, and Portfolio Allocation
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4
Videos
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4
Readings
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1
Assignment
1
Assignment
- Practice Quiz - Module 2 Lesson 1
4
Videos
- 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
4
Readings
- What will you learn?
- Supporting material
- Supporting material
- Additional (optional) videos
Lesson 2 - A deeper look at portfolio management techniques
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2
Videos
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2
Readings
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1
Assignment
1
Assignment
- Practice Quiz - Module 2 - Lesson 2
2
Videos
- Strategic versus tactical allocation
- Hedging techniques: how to protect portfolio against undesired risk
2
Readings
- What will you learn?
- Suggested reading
Graded Assessments
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1
Readings
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2
Assignment
2
Assignment
- Graded Quiz Module 2
- Portfolio management exercise - Let's Allocate Across Investments
1
Readings
- Portfolio management exercise: part 2
Lesson 1 - Active Management
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5
Videos
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4
Readings
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1
Assignment
1
Assignment
- Practice Quiz - Module 3 - Lesson 1
5
Videos
- Introduction to Module 3
- The economics of active management
- Active management: quantitative approach
- Active management: discretionary approach
- Investment management decisions
4
Readings
- What will you learn?
- Additional (optional) videos
- Supporting material
- Suggested reading
Lesson 2 - Implementation of Portfolio Strategies
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2
Videos
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3
Readings
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1
Assignment
1
Assignment
- Practice Quiz - Module 3 - Lesson 2
2
Videos
- How to manage trading efficiently
- How to manage extreme events in financial markets
3
Readings
- What will you learn?
- Suggested reading
- Supporting material and suggested reading
Graded Assessments
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1
Assignment
1
Assignment
- Graded Quiz Module 3
Honor Track - Portfolio Management Exercise (Advanced)
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1
Readings
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1
Assignment
1
Assignment
- Quiz for honor track - part 2
1
Readings
- Next quiz for advanced learners (honor track)
Lesson 1 - Hiring a portfolio manager
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4
Videos
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2
Readings
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1
Assignment
1
Assignment
- Practice Quiz - Module 4 - Lesson 1
4
Videos
- Introduction to Module 4
- How to measure and monitor the performance of an investment
- Selecting the right fund manager
- Formalize your investment objectives
2
Readings
- What will you learn?
- Supporting material
Lesson 2 - Working in an asset management firm
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3
Videos
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3
Readings
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1
Assignment
1
Assignment
- Practice Quiz - Module 4 - Lesson 2
3
Videos
- Professionals at work in an asset management company
- Product cycles in asset management
- What does regulation bring to the industry?
3
Readings
- What will you learn?
- Suggested reading
- Got any question? Ask us in a live session!
Graded Assessments
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1
Readings
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2
Assignment
2
Assignment
- Graded Quiz Module 4
- Portfolio management exercise - Let's Evaluate an Investment Fund
1
Readings
- Portfolio management exercise - part 3
Honor Track - Portfolio Management Exercise (Advanced)
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1
Readings
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1
Assignment
1
Assignment
- Quiz for honor track - part 3
1
Readings
- Next quiz for advanced learners (honor track)
Auto Summary
Explore the dynamic world of investment management with HEC Paris and AXA Investment Managers. This 4-week course, led by experts Hugues Langlois and Marion Le Morhedec, covers key concepts in financial markets, portfolio management, and asset management industry insights. Ideal for those with basic math and economics knowledge, it features practical assessments and case studies. Available on Coursera with multiple language subtitles, it offers starter and professional subscription options for a professional-level learning experience. Join now to enhance your investment skills and financial future!
Hugues Langlois
Marion Le Morhedec