What will you in the Meeting Investors’ Goals Course
Understand how rationality and irrationality influence investment decisions.
Identify cognitive biases and emotional factors affecting financial choices.
Analyze market efficiency and the occurrence of financial bubbles and crises.
Explore portfolio construction methodologies and various investment styles.
Gain insights from industry experts, including professionals from UBS.
Program Overview
1. General Introduction and Key Concepts
Duration: 1 hour
Explore how emotions can hinder sensible investment decisions.
Review foundational concepts essential for strategic investment planning.
Lay the groundwork for rational decision-making processes.
2. How Individuals Make Financial Decisions
Duration: 2 hours
Examine personal investment motivations and decision-making processes.
Identify cognitive biases and emotional influences on financial choices.
Discuss the role of honesty, trust, and media in investment decisions.
3. Market Efficiency, Bubbles & Crises
Duration: 2 hours
Analyze how collective investor behavior impacts asset prices.
Understand the implications of market efficiency on trading strategies.
Study historical financial crises to identify causes and preventive measures.
4. Portfolio Construction and Investment Styles
Duration: 2 hours
Learn about top-down and bottom-up portfolio construction methodologies.
Explore various investment styles prevalent in the portfolio management industry.
Experiment with different trading strategies and compare outcomes with peers.
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Job Outlook
Financial Analyst: Utilize behavioral finance principles to assess investment opportunities.
Portfolio Manager: Apply strategic portfolio construction techniques to meet client goals.
Investment Advisor: Guide clients by understanding their behavioral biases and financial objectives.
Risk Manager: Analyze market dynamics and investor behavior to mitigate financial risks.
Specification: Meeting Investors’ Goals
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