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HEC Paris

Investment Management in an Evolving and Volatile World by HEC Paris and AXA Investment Managers

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!

Status: Risk Appetite
Status: Portfolio Management
IntermediateCourse18 hours

Featured reviews

CR

5.0Reviewed Aug 19, 2018

A lot of interesting contents , well explained in few hours, my sincere congratulations to HEC Paris & Axa !

EW

5.0Reviewed Apr 30, 2017

The theory part can be reduced and practical portion (AXA IM's speakers) needs to be added, especially on more advanced topics

SS

5.0Reviewed Nov 8, 2020

It was the most interesting, informative, and engaging Coursera course on finance I have ever had before. Big thanks to both HEC and AXA teams for such a great experience!

KL

5.0Reviewed Nov 12, 2021

Very good course. Only one flaw, the contents in videos are not very detailed so I often got confused when doing quiz.

BJ

5.0Reviewed May 25, 2020

A course that has taught me more about the "Quantitative Methods" of calculations of Optimal Asset Allocation, Regression and Descriptive Statistics regarding Portfolio management techniques.

VG

5.0Reviewed Jan 20, 2017

This course helped me, an engineer, to get an insight into the financial world especially into the investment management.

FB

5.0Reviewed Jun 27, 2017

Excellent, enjoyed everything thoroughly! Would recommend to any other student/young professional like myself, looking to pursue a career in the Asset Management Industry.

SH

5.0Reviewed Aug 21, 2019

Exceptional course providing a broad overview of the asset management industry, its key players and functioning. Great mix of academic knowledge and practical application.

SS

4.0Reviewed Jun 30, 2020

Key principles and overview are excellent. Technicals and quantitative aspects were too fast and detailed for me. Probably more useful for analyst level interests

MN

4.0Reviewed Sep 18, 2019

Really good course which bridge the gap between finance theories and application to real life situation like portfolio management

TA

5.0Reviewed Feb 28, 2022

this course helped me to understand and put into practice investment management techniques to become a better educated investor

GD

5.0Reviewed Jun 27, 2020

I'm very impressed by the quality of this course, it made simple what is usually hard to quick explain and immediately understand

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