Innovations in Investment Technology: Artificial Intelligence

Innovations in Investment Technology: Artificial Intelligence

This course is part of Financial Technology (Fintech) Innovations Specialization

Instructors: Andrew Wu

What you'll learn

Recognize the strengths and weaknesses of human financial advisors and investors.
Explain the business model of robo/AI-advisors.
Identify the relationship between identifiable firm characteristics and average returns.
Build a diversified portfolio based on attitudes toward risk.

Skills you'll gain

Details to know

Shareable certificate

Add to your LinkedIn profile

Assessments

6 assignments

Taught in English

See how employees at top companies are mastering in-demand skills

Learn more about Coursera for Business

Build your subject-matter expertise

This course is part of the Financial Technology (Fintech) Innovations Specialization

When you enroll in this course, you'll also be enrolled in this Specialization.

Learn new concepts from industry experts
Gain a foundational understanding of a subject or tool
Develop job-relevant skills with hands-on projects
Earn a shareable career certificate

Earn a career certificate

Add this credential to your LinkedIn profile, resume, or CV

Share it on social media and in your performance review

There are 4 modules in this course

Explore the evolution of AI investing and online wealth management.

Investing and managing your wealth online has never been easier, but how does AI investing work and what are the challenges? On this course, you’ll explore how technology has changed the way we invest money. You’ll consider the evolution of AI-driven online wealth management platforms, robo-advisors, and learn how they work and why they’re successful. Moving from human-based data-driven investing strategies to neural networks, you’ll assess the ability of artificial intelligence to make investment decisions and discover the role of AI and machine learning in making trading decisions.

What's included

2 videos3 readings1 discussion prompt

What's included

7 videos2 readings2 assignments1 discussion prompt

7 videosTotal 98 minutes

Expected Returns, Standard Deviations, and Correlation10 minutesPreview module
Building an Efficient Portfolio25 minutes
Diversified Investments8 minutes
Exchange Traded Funds14 minutes
Robo-Advisors8 minutes
How do Pure Advisors & Robo-Advisors actually work?14 minutes
RoboAdvising: The Value Add of Robo Advisors15 minutes

2 readingsTotal 20 minutes

Case Reading: Wealth Management - A Case for Innovation?10 minutes
Case Reading: Wealth Management and Robo-Advising10 minutes

2 assignmentsTotal 35 minutes

Case Discussion Participation5 minutes
End of Module Quiz30 minutes

1 discussion promptTotal 60 minutes

Case Activity: Create a Retirement Plan60 minutes

What's included

8 videos3 readings2 assignments1 discussion prompt

8 videosTotal 72 minutes

Stock Selection: Fundamental Analysis: The Passive Benchmark7 minutesPreview module
Stock Selection: Fundamental Analysis: Manager Performance8 minutes
Stock Selection Screening10 minutes
Stock Selection Screening: Discovering Signals and Data Issues8 minutes
Stock Selection: Neural Networks14 minutes
Stock Selection: Smart Beta: What is Smart Beta?5 minutes
Stock Selection Smart Beta: Creating a Smart Beta Index7 minutes
Stock Selection: Smart Beta Tilts8 minutes

3 readingsTotal 30 minutes

Case Reading: Is Active Management Right for Us?10 minutes
Case Reading: Benchmarks vs. Signals10 minutes
Case Reading: Diving into Smart Betas10 minutes

2 assignmentsTotal 35 minutes

Case Discussion Participation5 minutes
End of Module Quiz30 minutes

1 discussion promptTotal 60 minutes

Case Activity: Evaluate Portfolio Performance60 minutes

What's included

3 videos4 readings2 assignments1 discussion prompt

3 videosTotal 30 minutes

Demystifying the business of AI, machine learning, big data…13 minutesPreview module
AI/ML in investment management: Current applications8 minutes
AI/ML in investment management: Key value drivers and pitfalls8 minutes