Overview

Key features

Put your investment and portfolio management knowledge to the test through five weeks of handson investment experiences:

Developing and managing your own simulated investment portfolio, resulting in a peergraded report covering portfolio strategy, analysis, and performance
Advising case study clients on a variety of investment topics, essentially acting as an investment advisor in a simulated environment recommending strategies for and changes in portfolios based on challenges and issues faced by your clients
Using the sophisticated webbased analytical tools of Silicon Cloud Technologies LLC’s Portfolio Visualizer including portfolio mean variance optimization, historical and forecasted efficient frontiers, FamaFrench factor models, and many more

Your capstone experiences are directly applicable to managing real world investment portfolios and the final report can be shared with family, friends, and potential or current employers.

By the end of the Capstone - Build a Winning Investment Portfolio course offered by Coursera in partnership with Rice University, you will have incorporated concepts from all four courses, including:

Analyzing multiple asset classes
Asset allocation and risk management
Current market trends
Behavioral finance
Investment styles and strategies
Financial market innovation
Investment performance evaluation

Programme Structure

Course structure:

Using Portfolio Visualizer
Historical Efficient Frontier

Mean Variance Optimization

Overview of the Simulated Investment Management System (SIMS)

Sim Portfolio Objectives, Activities, and Grading

Listing of Biases/Brief Definitions

Key information

Duration

Part-time
- 7 days
- 10 hrs/week

Start dates & application deadlines

You can apply for and start this programme anytime.

Language

English

Delivered

Online

Self-paced

Campus Location

Mountain View, United States

Disciplines

Investment View 22 other Short Courses in Investment in United States

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Academic requirements

We are not aware of any specific GRE, GMAT or GPA grading score requirements for this programme.

English requirements

We are not aware of any English requirements for this programme.

Other requirements

General requirements

This course is aimed at learners with prior knowledge of investment and portfolio management who want to apply their skills in real‑world scenarios by developing, managing, and evaluating investment portfolios.

Tuition Fees

Tuition fees are shown in and the most likely applicable fee is shown based on your nationality.

International Applies to you

Applies to you

Non-residents

Free
Out-of-State

Free
Domestic

Applies to you

In-State

Free

Additional Details

This short course is included with Coursera Plus subscription

Funding

Coursera provides financial aid to learners who cannot afford the fee. Apply for it by clicking on the Financial Aid link beneath the "Enroll" button on the left. You'll be prompted to complete an application and will be notified if you are approved. You'll need to complete this step for each course in the Specialization, including the Capstone Project.

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Capstone - Build a Winning Investment Portfolio Coursera

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