Curriculum

12 Topics
Why you should choose this course
Some common mistakes you will no longer make after this course - Performance
Some common mistakes you will no longer make after this course - Selling
What is useful to know before this course?
Some products you will master when you next meet your bank advisor - Mutual funds
Some products you will master when you next meet your bank advisor - Closed-end funds
Introduction to active versus passive management - Definitions
Introduction to active versus passive management - Passive
Introduction to active versus passive management - Active
Glossary
Graded quiz on the content of Week 1
Would you favor active over passive management?

12 Topics
What you will learn in this Module
Choosing the right benchmark - UBS guest speaker
Shifting from relative to absolute return mandates
The Sharpe Treynor and Sortino ratios - Sharpe
The Sharpe Treynor and Sortino ratios - Treynor and Sortino
Tracking Error - UBS guest speaker
Using asset pricing models to estimate fund performance
Defining performance analysis - UBS guest speaker
Performance attribution - Introduction
Performance attribution - Example
Graded quiz on the content of Week 2
Would you rather opt for an absolute or a relative return mandate?

14 Topics
What you will learn in this module
Dimensions in ETF selection - UBS guest speaker
Beating the benchmark or the peer group? - Peer group analysis
Beating the benchmark or the peer group? - Screening criteria
The information ratio says it all
What are the pros and cons of a structured product?
Searching for hedge fund alpha: lessons from academia - Asset pricing model
Searching for hedge fund alpha: lessons from academia - Evidence
Do active funds really outperform passive funds? - Preliminaries
Do active funds really outperform passive funds? - Evidence
Active versus passive management - UNIGE & UBS Discussion - Part 1
Active versus passive management - UNIGE & UBS Discussion - Part 2
Graded quiz on the content of Week 3
What is your main takeaway from the active versus passive discussion?

14 Topics
What you will learn in this Module
Corporate sustainability and sustainable investing
Sustainable investing: exclusion impact investing & integration - UBS guest speaker
Does sustainable investing perform in line with traditional investing? - Theoretical arguments
Does sustainable investing perform in line with traditional investing? - Evidence
Climate change and capital markets - Introduction
Climate change and capital markets - Methodology
What is Neurofinance?
Understanding brain activity for better investment decisions
Can business analytics (Big Data) improve the value-added of TAA?
Using a Robo-advisor to better shape the SAA
Specialization Outro
Graded quiz on the content of Week 4
How important is sustainable investing to you?

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Securing Investment Returns in the Long Run

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