返回到 Investments II: Lessons and Applications for Investors
University of Illinois Urbana-Champaign

Investments II: Lessons and Applications for Investors

In this course, you will start by reviewing the fundamentals of investments, including the trading off of return and risk when forming a portfolio, asset pricing models such as the Capital Asset Pricing Model (CAPM) and the 3-Factor Model, and the efficient market hypothesis. You 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. You will 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 concludes by discussing the evidence regarding the performance of actively-managed mutual funds. You will learn about the fees charged to investors by mutual funds and the evidence regarding the relation between fees charged and fund performance. Segments of the portfolios of mutual funds that may be more likely to outperform and examples of strategies designed to “earn alpha” will also be introduced. Learners are welcome to take this course even if they have not completed "Investments I: Fundamentals of Performance Evaluation," as the first module contain a review of investment fundamentals and regression analysis to get everyone up to speed. Also, the course contains several innovative features, including creative out-of-the-studio introductions followed by quick-hitting "Module in 60" countdowns that highlight what will be covered in each module, four "Faculty Focus" interview episodes with leading professors in finance, and a summary of each module done with the help of animations! The over-arching goals of this course are to provide a review of the fundamentals of investments and then assess the historical performance of several groups of investors, with an emphasis on research findings with clear real-world applications. Specifically, upon successful completion of this course, you 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 • 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 • Evaluate strategies designed to “earn alpha” This course is part of the iMBA offered by the University of Illinois, a flexible, fully-accredited online MBA at an incredibly competitive price. For more information, please see the Resource page in this course and onlinemba.illinois.edu.

状态:Financial Trading
状态:Performance Analysis
中级课程小时

精选评论

SS

5.0评论日期:May 8, 2020

Thanks Scott! Outstanding course with the research work papers analysis, animations and the fun made it easier for the longer lectures !

TP

5.0评论日期:Mar 21, 2017

Thank you, Professor Scott Weisbenner, for an excellence course that you put your heart and passion (for Star Wars) into.

AC

5.0评论日期:Dec 12, 2016

Excellent class! Very useful information for investing. Great faculty focus sessions with UIUC researchers!. Also love the passion that Dr. Weisbenner displays in teaching. Would highly recommend!

JA

5.0评论日期:Dec 11, 2016

so much dedication to the material here - you will be deluged with data, studies, and conclusions that will in the end make you a better investor.

DH

5.0评论日期:Mar 11, 2018

Professor Weisbenner is phenomenal! The course material is accessible, very well presented, highly informative, and can be applied for the rest of your life.

GB

5.0评论日期:Feb 5, 2020

Excellent course. Dr. Weisbenner truly cares for the course. This was one of the best online courses I have taken. Well prepared course.

WK

5.0评论日期:Mar 21, 2021

Great course with excellent, relevant content and entertaining presentation. Whish there were more like this in the series.

EM

4.0评论日期:Nov 18, 2022

A very well explained course. Professor was very innovative and interactive during the entire course which really helped a lot.

MC

5.0评论日期:Jun 14, 2020

it was an excellent course. Professor Scott Weisbenner has a unique and an interactive style of teaching. I thoroughly enjoyed this course

JP

5.0评论日期:Apr 3, 2021

I am very thankful for the opportunity to join with you this excelent course because of diferents resources and instersting subjects widely explained by Prof. Scott.

RB

5.0评论日期:Dec 6, 2017

I could have known this course before 2009 recession to be a better investor and its great teaching of behavioral finance . This helped me to identify personal bias in investing .

TB

5.0评论日期:Oct 31, 2021

G​reat sequel to the Investment I course, and dives into a lot of interesting finance research. Great course, and very engaging.

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显示:20/176

Andras Ikladi
5.0
评论日期:Jan 14, 2020
M L
5.0
评论日期:Aug 31, 2019
Ben Nowak
4.0
评论日期:Apr 13, 2018
Fate Cole
5.0
评论日期:Apr 10, 2017
Amy Kitzmiller
5.0
评论日期:Dec 17, 2019
Shahid Najmi
5.0
评论日期:Dec 17, 2019
Marlene Lauren Roberts
3.0
评论日期:Jul 25, 2022
Pratik Mukerji
2.0
评论日期:Jun 3, 2021
Rohit Malge
1.0
评论日期:Jul 21, 2020
Sachin Pratik Xalxo
5.0
评论日期:Nov 21, 2018
Kristin Park
5.0
评论日期:Jan 7, 2019
Alexandre Silwa
5.0
评论日期:Jun 10, 2021
남호준
5.0
评论日期:Aug 3, 2017
Veronica Ardila
5.0
评论日期:Dec 14, 2018
Luis Fernando Rivera Mendoza
5.0
评论日期:Jul 16, 2020
Sam Walsh
5.0
评论日期:Dec 9, 2020
Dustin Charles Knapp
5.0
评论日期:Dec 12, 2017
Dhinesh A D
5.0
评论日期:Dec 4, 2020
Elif Celebi
5.0
评论日期:Dec 16, 2018
Sergio Correa
5.0
评论日期:Dec 25, 2020