Chevron Left
返回到 Investments II: Lessons and Applications for Investors

学生对 University of Illinois Urbana-Champaign 提供的 Investments II: Lessons and Applications for Investors 的评价和反馈

4.8
879 个评分

课程概述

In this course, you will start by reviewing the fundamentals of investments, including the trading off of return and risk when forming a portfolio, asset pricing models such as the Capital Asset Pricing Model (CAPM) and the 3-Factor Model, and the efficient market hypothesis. You will be introduced to the two components of stock returns – dividends and capital gains – and will learn how each are taxed and the incentives provided to investors from a realization-based capital gains tax. You will examine the investment decisions (and behavioral biases) of participants in defined-contribution (DC) pension plans like 401(k) plans in the U.S. and will learn about the evidence regarding the performance of individual investors in their stock portfolios. The course concludes by discussing the evidence regarding the performance of actively-managed mutual funds. You will learn about the fees charged to investors by mutual funds and the evidence regarding the relation between fees charged and fund performance. Segments of the portfolios of mutual funds that may be more likely to outperform and examples of strategies designed to “earn alpha” will also be introduced. Learners are welcome to take this course even if they have not completed "Investments I: Fundamentals of Performance Evaluation," as the first module contain a review of investment fundamentals and regression analysis to get everyone up to speed. Also, the course contains several innovative features, including creative out-of-the-studio introductions followed by quick-hitting "Module in 60" countdowns that highlight what will be covered in each module, four "Faculty Focus" interview episodes with leading professors in finance, and a summary of each module done with the help of animations! The over-arching goals of this course are to provide a review of the fundamentals of investments and then assess the historical performance of several groups of investors, with an emphasis on research findings with clear real-world applications. Specifically, upon successful completion of this course, you will be able to: • Interpret and use the CAPM and the 3-Factor Model to evaluate the performance of investments • Compare returns in the form of dividends and capital gains and their tax consequences • Describe evidence regarding the performance of individuals’ stock investments • Understand key behavioral biases of investors and their effects on financial decisions • Describe evidence regarding the performance of actively-managed mutual funds • Evaluate strategies designed to “earn alpha” This course is part of the iMBA offered by the University of Illinois, a flexible, fully-accredited online MBA at an incredibly competitive price. For more information, please see the Resource page in this course and onlinemba.illinois.edu....

热门审阅

AC

Dec 12, 2016

Excellent class! Very useful information for investing. Great faculty focus sessions with UIUC researchers!. Also love the passion that Dr. Weisbenner displays in teaching. Would highly recommend!

MN

Dec 11, 2020

Very good introduction of some comedy compared to Investments I. The early review of fundamentals and in-depth discussion and teachings about investment topics were much appreciated.

筛选依据:

76 - Investments II: Lessons and Applications for Investors 的 100 个评论(共 174 个)

创建者 Ehiedu B f

Jan 17, 2022

Nice course and professor Scott made it easy for undeunderstanding.

创建者 Mark D

Dec 10, 2016

Great class. Interesting and entertaining. I highly recommend it.

创建者 Ivan D

Nov 1, 2019

Thanks a lot for sharing valuable features in an investment world!

创建者 Lixia L

Oct 13, 2020

Very good course, especially like the Faculty Focus part.

创建者 Eric K

Dec 12, 2016

Very dedicated professor whose efforts are very apparent.

创建者 DINESH K Y

May 12, 2021

It was great to learn so many things about investment

创建者 Vinicio D S

May 26, 2020

Fantastic course to understand benchmarks and returns

创建者 José E G B

Apr 9, 2018

This is a very good course, the aproach is superb.

创建者 Ensar K

Sep 12, 2019

one of the best course in this field on coursera.

创建者 Dr. R S

Aug 6, 2020

Good knowledge and understanding of investment

创建者 Venkat T

Dec 3, 2020

This course is very informative and engaging.

创建者 Ahmed Q

Apr 25, 2020

Great research material that has been taught

创建者 Christopher G

May 2, 2020

Great information and helpful for everyone.

创建者 Akhouri P

Jul 22, 2022

Really interesting and enlightning course.

创建者 Mohammad A H S

Sep 15, 2020

Excellent resources and fabulous Professor

创建者 Andre L S F

Sep 21, 2019

Best course on Coursera I have ever done!

创建者 Noah M S

Dec 18, 2018

Great course. Great professor. Top notch!

创建者 Gracelyn W

Apr 26, 2019

This platform is a positive challenge

创建者 ker c c

Dec 10, 2018

Excellent Teacher and Course Materials!

创建者 Fang S

May 27, 2018

really learned a lot from this section.

创建者 Antoine C

Jan 23, 2018

Awesome! Well built and well executed!

创建者 jonathan f

Dec 4, 2017

excellent professor and great material

创建者 AISSEGBE C J

Nov 26, 2016

super compréhensible ...Merci au prof

创建者 Kenny S

Dec 19, 2018

A MUST TAKE class.!! Enroll & Enjoy

创建者 Tom J

Dec 2, 2018

one of the best courses at Coursera.