Investments II: Lessons and Applications for Investors
This course, Investments II: Lessons and Applications for Investors, is part of the iMBA offered by the University of Illinois. It provides a review of the fundamentals of investments and assesses the historical performance of several groups of investors, with an emphasis on research findings with clear real-world applications. Learners will be introduced to the two components of stock returns – dividends and capital gains – and will learn how each are taxed and the incentives provided to investors from a realization-based capital gains tax. They will also examine the investment decisions (and behavioral biases) of participants in defined-contribution (DC) pension plans like 401(k) plans in the U.S. and will learn about the evidence regarding the performance of individual investors in their stock portfolios. The course also discusses the evidence regarding the performance of actively-managed mutual funds and strategies designed to “earn alpha”. It features creative out-of-the-studio introductions, quick-hitting "Module in 60" countdowns, four "Faculty Focus" interview episodes with leading professors in finance, and a summary of each module done with the help of animations. Take this course to gain a better understanding of investments and the performance of investors. ▼
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Course Feature
Cost:
Free
Provider:
Coursera
Certificate:
Paid Certification
Language:
English
Start Date:
10th 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 interpret and use the CAPM and the 3-Factor Model to evaluate the performance of investments, compare returns in the form of dividends and capital gains and their tax consequences, describe evidence regarding the performance of individuals’ stock investments, understand key behavioral biases of investors and their effects on financial decisions, describe evidence regarding the performance of actively-managed mutual funds, and evaluate strategies designed to “earn alpha.” Additionally, learners will gain an understanding of the trading off of return and risk when forming a portfolio, asset pricing models, and the efficient market hypothesis.
Contribution to Professional Growth:
This course contributes to professional growth by providing learners with a comprehensive review of the fundamentals of investments and the ability to assess the historical performance of several groups of investors. Learners will gain an understanding of the Capital Asset Pricing Model (CAPM) and the 3-Factor Model, the taxation of dividends and capital gains, the performance of individual investors in their stock portfolios, the performance of actively-managed mutual funds, and strategies designed to “earn alpha.” Additionally, the course features innovative features such as creative out-of-the-studio introductions, "Module in 60" countdowns, "Faculty Focus" interviews with leading professors in finance, and summary animations.
Suitability for Further Education:
This course is suitable for preparing further education as it provides a comprehensive review of the fundamentals of investments and assesses the historical performance of several groups of investors. Learners will gain an understanding of asset pricing models such as the Capital Asset Pricing Model (CAPM) and the 3-Factor Model, the two components of stock returns, the investment decisions of participants in defined-contribution (DC) pension plans, the performance of individual investors in their stock portfolios, the fees charged to investors by mutual funds, and strategies designed to “earn alpha”. Upon successful completion of this course, learners will be able to interpret and use the CAPM and the 3-Factor Model to evaluate the performance of investments, compare returns in the form of dividends and capital gains and their tax consequences, and evaluate strategies designed to “earn alpha”.
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