Securing Investment Returns in the Long Run
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.
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- Level Foundation
- Duration 8 hours
- Course by University of Geneva
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Offered by
About
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.Modules
Introduction
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3
Videos
3
Videos
- 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
Useful things to know before this course
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3
Videos
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1
Readings
3
Videos
- 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
1
Readings
- Glossary
Insights into active management versus passive management
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3
Videos
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1
Discussion
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1
Assignment
1
Assignment
- Graded quiz on the content of Week 1
1
Discussions
- Would you favor active over passive management?
3
Videos
- Introduction to active versus passive management - Definitions
- Introduction to active versus passive management - Passive
- Introduction to active versus passive management - Active
Absolute versus relative performance
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3
Videos
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1
Discussion
1
Discussions
- Would you rather opt for an absolute or a relative return mandate?
3
Videos
- What you will learn in this Module
- Choosing the right benchmark - UBS guest speaker
- Shifting from relative to absolute return mandates
Performance measurement
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4
Videos
4
Videos
- 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
Performance analysis and attribution
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3
Videos
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1
Assignment
1
Assignment
- Graded quiz on the content of Week 2
3
Videos
- Defining performance analysis - UBS guest speaker
- Performance attribution - Introduction
- Performance attribution - Example
Passive funds
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2
Videos
2
Videos
- What you will learn in this module
- Dimensions in ETF selection - UBS guest speaker
Active funds
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3
Videos
3
Videos
- 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
Searching for alpha
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7
Videos
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1
Discussion
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1
Assignment
1
Assignment
- Graded quiz on the content of Week 3
1
Discussions
- What is your main takeaway from the active versus passive discussion?
7
Videos
- 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
Sustainable finance
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7
Videos
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1
Discussion
1
Discussions
- How important is sustainable investing to you?
7
Videos
- 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
Neurofinance
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2
Videos
2
Videos
- What is Neurofinance?
- Understanding brain activity for better investment decisions
Fintech
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3
Videos
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1
Assignment
1
Assignment
- Graded quiz on the content of Week 4
3
Videos
- Can business analytics (Big Data) improve the value-added of TAA?
- Using a Robo-advisor to better shape the SAA
- Specialization Outro
Auto Summary
Discover the essentials of investment management with "Securing Investment Returns in the Long Run," a foundational course offered by Coursera. Tailored for business and management enthusiasts, this course delves into the critical concepts of active versus passive investing and the methodologies for evaluating investment performance. Guided by experienced instructors and enriched with insights from UBS experts, learners will master the intricacies of absolute and relative performance, risk-adjusted returns, and performance decomposition. The curriculum progresses to an in-depth understanding of active and passive funds, preparing participants for informed investment decisions. Moreover, the course explores cutting-edge topics like sustainable finance, neurofinance, and fintech, highlighting their impact on the future of investment management. Spanning 480 minutes, this comprehensive course is perfect for individuals seeking to build a strong foundation in investment strategies. Accessible through various subscription plans—Starter, Professional, and Paid—this engaging program is designed to equip learners with the knowledge and skills necessary to navigate and succeed in the evolving landscape of investment management.
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