Put your investment and portfolio management knowledge to the test through five weeks of hands-on investment experiences: • Developing and managing your own simulated investment portfolio, resulting in a peer-graded 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 web-based analytical tools of Silicon Cloud Technologies LLC’s Portfolio Visualizer including portfolio mean variance optimization, historical and forecasted efficient frontiers, Fama-French 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 project, 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
WC
A practical approach in managing investment portfolio.
TP
Thank you Professor Jill Foote and the course team for a practical, well-organized, carefully crafted and clearly presented course.
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This was the last course of five offered by Coursera in association with Rice University to provide a specialization in Financial Markets. I took them all and learned a lot. The Capstone was in fact the practical use of the knowledge learned in the previous four courses. I do not hesitate to recommend this and the rest of the courses in this specialization.
Great course and great specialization. You will definitely be a more aware investor after it. The Capstone provides a great opportunity to review and apply in a simulation the course content. Highly recommended.
The Capstone class was much less robust than the four previous classes in the certificate through Rice University. I was really looking forward to learning more about porfolio construction from a former Goldman Sachs employee, but that did not happen. The lessons were each structured as a very high-level overview and not as a deep dive.
Thank you Professor Jill Foote and the course team for a practical, well-organized, carefully crafted and clearly presented course.
Practical end to a well-structured certification. Excellent.
A practical approach in managing investment portfolio.
Excellent practical course.
Super!
The way that we have to construct our own policy portfolio and decisions we have to make on it is very satisfiying. Altough, i missed the figure of the teacher
I could not continue with this course as I do not have excel on my computer, and it does not indicate in the description of this course that you need it
perfect
good