Investment Portfolio (FIN405c)
Vietnamese title: Quản lý danh mục đầu tư
Credits: 3
Prerequisites: FIN303

Description:
-Students will learn the essential skills of portfolio management and personal investing, learn how to think about, discuss, and formulate solutions to common investor's questions, issues: how to meet their liabilities, how to decide where to invest, and how much risk to take on. Students will learn the theory and the real-world skills necessary to design, execute, and evaluate investment proposals that meet financial objectives.
-Students will then learn how to construct optimal portfolios that manage risk effectively, and how to capitalize on understanding behavioral biases and irrational behavior in financial markets. Students will learn the best practices in portfolio management and performance evaluation as well as current investment strategies. By the end of Capstone Project, students will have mastered the analytical tools, quantitative skills, and practical knowledge necessary for long-term investment management success.
Note: Students who complete all MOOCs before the course deadline will receive 1 bonus point; otherwise, no bonus point will be awarded.

Learning outcomes:
Describe overview of global financial markets and instruments that characterize the investment opportunities available to today’s investor
Discuss, and formulate solutions to common issues in investing: how to meet investor liabilities, how to decide where to invest, and how much risk to take on
Apply concepts and the essential skills of portfolio management and personal investing
Apply analytical tools, quantitative skills, and practical knowledge necessary for long-term investment management success
Construct optimal portfolios that manage risk effectively

Student tasks:
1. Join the online course (spec.) when being invited by the admin.
2. Enroll in each MOOC of spec., regularly study MOOCs at least 5hrs/week by watching videos, reading materials, taking quizzes, doing assgnments... as required
3. Respect the Coursera Code of Conduct, at https://learner.coursera.help/hc/en-us/articles/208280036-Coursera-Code-of-Conduct
3. Keep online learning progress promptly.
4. Communicate and discuss in forum
5. Attend off-line sessions in the Campus (Optional)
6. Must complete all MOOCs of spec. with certification in order to take the Final Exam at Campus

Tools:
- Internet access

Materials:
description: https://www.coursera.org/specializations/investment-portolio-management#courses
publisher: Coursera
description: https://learner.coursera.help/hc/en-us/articles/208280036-Coursera-Code-of-Conduct
description: https://www.coursera.org/learn/global-financial-markets-instruments
publisher: Coursera
note: MOOC 1: Global Financial Markets and Instruments
description: https://www.coursera.org/learn/portfolio-selection-risk-management
publisher: Coursera
note: MOOC 2: Portfolio Selection and Risk Management
description: https://www.coursera.org/learn/biases-portfolio-selection
publisher: Coursera
note: MOOC 3: Biases and Portfolio Selection
description: https://www.coursera.org/learn/investment-strategies-portfolio-analysis
publisher: Coursera
note: MOOC 4: Investment Strategies and Portfolio Analysis
description: https://www.coursera.org/learn/investment-portfolio-management-capstone
publisher: Coursera
note: MOOC 5: Capstone: Build a Winning Investment Portfolio

Assessments:
category: Final exam
type: Final exam
weight: 100.0
duration: 60'
question_type: All LOs
no_question: Multiple choices
knowledge_and_skill: 50
grading_guide: 5 Courses
note: by exam board,
using computer
Marked by Computer

Schedule:
session: Course 1 Global Financial Markets and Instruments
Module 1: Introduction & Review of Elementary Finance Tools
Module 2: Financial system & financial assets: fixed income securities
Course Review - Offline (optional)
learning_outcomes: IT
session: Course 1: Global Financial Markets and Instruments
Module 3: Financial system & financial assets: equity securities and derivatives
Module 4: Organization of financial markets and securities trading
learning_outcomes: IT
session: Course 2 Portfolio Selection and Risk Management
Module 1- Introduction & Risk and Return
Module 2: Portfolio construction and diversification
Module 3: Mean-variance preferences
learning_outcomes: IT
session: Course 2 Portfolio Selection and Risk Management
Module 4: Optimal capital allocation and portfolio choice
Module 5: Equilibrium asset pricing models
learning_outcomes: IT
session: Course 2 Portfolio Selection and Risk Management
Module 4: Optimal capital allocation and portfolio choice
Module 5: Equilibrium asset pricing models
learning_outcomes: IT
session: Course 3 Biases and Portfolio Selection
Module 1: Efficient markets hypothesis and limits of arbitrage
Module 2: Biases and realistic preferences
learning_outcomes: IT
session: Course 3 Biases and Portfolio Selection
Module 3: Inefficient markets
Module 4: Applications: Investor behavior
learning_outcomes: IT
session: Course 3 Biases and Portfolio Selection
Module 3: Inefficient markets
Module 4: Applications: Investor behavior
learning_outcomes: IT
session: Course 4 Investment Strategies and Portfolio Analysis
Module 1: Performance measurement and benchmarking
Module 2: Active vs. passive investing: Risk-adjusted return measures
learning_outcomes: IT
session: Course 4 Investment Strategies and Portfolio Analysis
Module 3: Performance evaluation: Style analysis and performance attribution
learning_outcomes: IT
session: Course 5 Capstone: Build a Winning Investment Portfolio
Capstone Project 1:Developing Asset Allocation Strategies
Capstone Project 2: Developing a Macro View / Tactical Portfolio Shifts
Capstone Project 3: Behavioral Finance
learning_outcomes: IT
session: Course 5 Capstone: Build a Winning Investment Portfolio
Capstone Project 4: Styles of Investing
Capstone Project 5:Performance Evaluation
Capstone Project 6: Sim Portfolio Evaluation (Peer Graded)
Course review (optional)
Deadline of Coursera completion: End of Friday of the week
learning_outcomes: IT