Investments I: Fundamentals of Performance Evaluation
This course, Investments I: Fundamentals of Performance Evaluation, is designed to help learners understand the fundamentals of investment finance and implement key asset-pricing models and firm-valuation techniques in real-world situations. Through this course, learners will gain an understanding of the tradeoffs between risk and return, portfolio optimization, and security pricing. They will also learn to interpret and estimate regressions that provide a benchmark to use for a security given its risk, as well as a risk-adjusted measure of the security’s performance. Additionally, learners will gain an understanding of market efficiency and its implications for patterns in stock returns and the asset-management industry. Finally, learners will be able to conduct market multiples valuation and discounted cash flow analysis. This course is part of the iMBA offered by the University of Illinois, a flexible, fully-accredited online MBA at an incredibly competitive price. ▼
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Course Feature
Cost:
Free
Provider:
Coursera
Certificate:
Paid Certification
Language:
English
Start Date:
5th Jul, 2023
Course Overview
❗The content presented here is sourced directly from Coursera platform. For comprehensive course details, including enrollment information, simply click on the 'Go to class' link on our website.
Updated in [August 13th, 2023]
Skills and Knowledge Acquired:
This course will provide learners with the skills and knowledge to understand the tradeoffs between risk and return, form a portfolio of securities, calculate the expected return and standard deviation of that portfolio, use the Capital Asset Pricing Model (CAPM) and 3-Factor Model to evaluate the performance of an asset, estimate and interpret the ALPHA (α) and BETA (β) of a security, describe market efficiency and its implications for patterns in stock returns and the asset-management industry, understand market multiples and income approaches to valuing a firm and its stock, conduct specific examples of a market multiples valuation and a discounted cash flow valuation.
Contribution to Professional Growth:
This course contributes to professional growth by providing learners with an understanding of the fundamentals of investment finance and the ability to implement key asset-pricing models and firm-valuation techniques in real-world situations. Specifically, upon successful completion of this course, learners will be able to explain the tradeoffs between risk and return, form a portfolio of securities and calculate the expected return and standard deviation of that portfolio, use the Capital Asset Pricing Model (CAPM) and 3-Factor Model to evaluate the performance of an asset, estimate and interpret the ALPHA (α) and BETA (β) of a security, describe what is meant by market efficiency and what it implies for patterns in stock returns and for the asset-management industry, understand market multiples and income approaches to valuing a firm and its stock, as well as the sensitivity of each approach to assumptions made, and conduct specific examples of a market multiples valuation and a discounted cash flow valuation.
Suitability for Further Education:
This course is suitable for preparing further education as it provides a comprehensive overview of the fundamentals of investment finance and the ability to implement key asset-pricing models and firm-valuation techniques in real-world situations. The course emphasizes real-world examples and applications in Excel throughout, and upon successful completion of this course, learners will be able to explain the tradeoffs between risk and return, form a portfolio of securities and calculate the expected return and standard deviation of that portfolio, use the Capital Asset Pricing Model (CAPM) and 3-Factor Model to evaluate the performance of an asset, estimate and interpret the ALPHA (α) and BETA (β) of a security, describe what is meant by market efficiency and what it implies for patterns in stock returns and for the asset-management industry, understand market multiples and income approaches to valuing a firm and its stock, as well as the sensitivity of each approach to assumptions made, and conduct specific examples of a market multiples valuation and a discounted cash flow valuation. Additionally, this course was previously entitled “Financial Evaluation and Strategy: Investments” and was part of a previous specialization entitled "Improving Business and Finances Operations", which received an average rating of 4.8 out of 5 based on 199 reviews over the period August 2015 through August 2016.
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