Investment management is the development of an investment portfolio and general treatment. It also involves proposing an investment approach, purchasing and selling investments, and controlling the asset distribution of the portfolio. Investment management can be accomplished on your own or with the assistance of an advisor. You can make a career as an investment manager by pursuing online courses and certifications. An investment manager is an individual or organization that, on behalf of a client, manages an investment portfolio. Coursera investment management courses will help provide you with the skills required to manage your portfolio more efficiently to reliably gain greater returns, whether you are new to investing or have experience under your belt.
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If you’d like to assist others in discovering the best ways to get significant returns on their nest eggs, are fascinated by risk analysis, or are involved in helping companies acquire other companies, you need to consider the online degree courses available on Coursera or Coursera investment management certification courses.
Top Coursera Investment Management Courses
Course Name | Fee | Duration | Offered by/Affiliated To |
Investment Management Specialization | Rs 3,576 per month | 5 months | University of Geneva |
Investment and Portfolio Management Specialization | Rs 3,576 per month | 6 months | |
Rs 2,116 | 33 hours | ||
Investment Management in an evolving and volatile world | Rs 4,306 | 18 hours | HEC Paris |
Behavioral Finance | Rs 2,116 | 5 hours | |
Investment Management with Python and Machine Learning Specialization | R2,846 per month after the trial ends | 5 months | EDHEC Business School |
Personal and Family Financial Planning | Rs 2,116 | 15 hours | University of Florida |
Global Finance Markets and Instruments | Rs 3,576 per month after the trial ends | 20 hours | Rice University |
Investment Strategies and Portfolio Analysis | Rs 3,576 per month after the trial ends | 15 hours | Rice University |
Financial Investment and Risk Management | Rs 2,116 | 17 Hours | Peter the Great St. Petersburg Polytechnic University |
Seeking Investment Alpha | Free | 2 hours | Coursera Project Network |
Investment Risk Management | Free | 1 hour | Coursera Project Network |
Introduction to Portfolio Construction and Analysis with Python | Rs 2,846 | 24 Hours | EDHEC Business School |
Also read: Investment Management by University of Cape Town, Cape Town via GetSmarter
1. Investment Management Specialization
This is one of the top Coursera investment management courses offered by the University of Geneva that will teach you about investment strategies and how they are structured in a global sense to achieve financial goals. The course will also acquaint you with real-world skills to apply when debating investment proposals with your advisor and managing your personal assets or the investment portfolio of your client. You will be taught the philosophy that underlies good investment decisions. At the micro and macro levels, you will start by gaining a global understanding of financial markets and what effects rational and irrational behaviors have on finance. You will then learn how to properly develop and maintain a long-term portfolio while gaining recognition for new research developments in finance and related areas and future trends that form the industry.
Course Instructor: Ines Chaieb & 17 more instructors
Duration: 5 months
Advantages:
Also read: Online Financial Management Courses & Certifications
2. Investment and Portfolio Management Specialization
This is another one of the best Coursera investment management courses where you will master the basic skills of portfolio management and personal investment. All investors share similar investment concerns, from the largest wealth funds to the smallest individual investors: how to meet their obligations, how to determine where to invest, and how much risk to take on. You will learn how to think about, analyze, and devise answers to these investment issues in this specialization. You will also get to know the theory and realistic skills required to plan, implement, and analyze investment proposals that meet financial goals.
Course Instructor: Arzu Ozoguz & Jill Foote
Duration: 6 months
Advantage:
Also read: Investment Analysis and Portfolio Management by Institute of Financial Market Courses
3. Financial Markets
This one of the highest-rated Coursera investment management certification courses will provide you with an analysis of the ideas, processes and institutions that enable risk management and business promotion in human society. It mainly focuses on financially savvy management abilities and includes a description of today's activities and a review of future opportunities. It also provides an introduction to the principles of risk management and behavioural finance to consider the workings of the securities, insurance, and banking industries in the real world. Offered by Yale University, the course’s ultimate aim is to use those industries efficiently and for a better society.
Course Instructor: Robert Shiller
Duration: 33 hours
Advantages:
Also read: Career as Investment Banker
4. Investment Management in an Evolving and Volatile World
Have you ever wanted to invest in capital markets, but have you always been afraid of not having the right tools or the right experience to make educated choices? Have you ever wondered how businesses work in investment management and what fund managers do? Offered by HEC Paris, this is amongst the best Coursera investment management courses that include the most relevant investment management ideas and principles to assist you in getting a more comprehensive understanding of your financial future.
Course Instructor: Hugues Langlois & Marion Le Morhedec
Duration: 18 hours
Advantages:
Top Trending Courses & Certifications:
5. Behavioral Finance
Behavioral finance is the study of the thousands of mistakes that can be avoided in financial decision-making if we are familiar with the prejudices that cause them. You will investigate these predictable errors in this another one of the excellent Coursera investment management online courses while discovering where we are most vulnerable to them. Offered by Duke University, the aim of this course is to direct participants towards better financial decisions. You will also learn how your spending, saving, and investments can be enhanced in order to create a better tomorrow.
Course Instructor: Emma Rasiel
Duration: 5 hours
Advantages:
Also read: Corporate Finance by Indian Institute of Management Bangalore via Edx
6. Investment Management with Python and Machine Learning Specialization
This amongst the top-rated Coursera investment management courses has been developed to provide a wide and thorough approach to current wealth management approaches, with a specific focus on the use of data science and machine learning methods to enhance investment decisions. You will gain the tools necessary for making sound investment decisions by the end of this course, with an emphasis not only on the fundamental theory and underlying principles but also on multilevel thresholding and implementation.
Course Instructor: Vijay Vaidyanathan & 4 other Instructors
Duration: 5 months
Advantages:
7. Personal & Family Financial Planning
This one of the Coursera investment management courses offered by the University of Florida will teach you about personal finance. In order to help you learn prudent behaviors both during school and during your lifetime, the course will also discuss many important personal financial management topics such as Financial Statements, Tools, and Budgets; Income Tax Management, Building and Maintaining Good Credit and more.
Course Instructor: Michael S. Gutter
Duration: 15 hours
Advantages:
Also read:
Finance for Everyone Smart Tools for Decision Making by University of Michigan, Ann Arbor via Edx
8. Global Financial Markets and Instruments
Get a good push in the financial investment world of high-stakes through this another one of the best Coursera Investment Management courses. The course is designed to help you become an educated investor by presenting you with the basic principles for managing money for long-term success. In a well-functioning economy, you can begin by learning the position of financial markets and financial assets. After this, you'll understand the broad variety of financial instruments, their characteristics and valuations available in major asset groups.
Course Instructor: Arzu Ozoguz
Duration: 20 hours
Advantages:
9. Investment Strategies and Portfolio Analysis
Learn about recent investment strategies and performance appraisal in this amongst the highest-rated Coursera investment management courses. In this course, you will begin by studying portfolio performance measures and discussing best practices. You will analyse and apply various appraisal methods, such as style analysis and attribution analysis, to determine various investment strategies. Recent developments in the financial market and emerging investment trends will be given special focus.
Course Instructor: Arzu Ozoguz
Duration: 15 hours
Advantages:
Also read: Investments and Personal Finance by Indian Institute of Management Ranchi
10. Financial Investment & Risk Management
When making asset allocation decisions, all investors in the stock market, including major investment firms and private investors, face common challenges: where to invest, how to meet their commitments and what risk to take. This one of the investment portfolio management courses will allow you to learn short- and long-term skills to make investment decisions in the stock market. At the end of the course, you will not only be able to evaluate the outcomes of calculations using empirical techniques and draw conclusions but also be able to inform shareholders on financial decisions.
Course Instructors: Gianfranco Antonio Vento and Yulia I. Cherkasova
Duration: 17 hours
Advantages:
Also read: Online Financial Risk Management Courses & Certifications
11. Seeking Investment Alpha
Learn how to use beta to equate the exposure of stocks to the systematic risk in this 2-hour project-based investment management course. This amongst the best Coursera investment management courses will also help you use Alpha to measure the return on investment over the market return. It is important for you to be familiar with basic financial risk management principles to take this course.
Course Instructor: Bekhruzbek Ochilov
Duration: 2 hours
Advantages:
12. Investment Risk Management
Enrolling in this another one of the best Coursera investment management online courses, you will learn how to measure risk-to-reward and determine the risk value of the investment portfolio. You will be taught Introduction to Risk, Monthly returns and Standard Deviation, Calculating Beta, Treynor Ratio and Value at Risk and more.
Course Instructor: Bekhruzbek Ochilov
Duration: 1 hour
Advantages:
Also read: Business Risk Management by University of Cape Town, Cape Town via GetSmarter
13. Introduction to Portfolio Construction and Analysis with Python
In recent years, the art of investment management has been transformed by quantitative methods. In order to give you a detailed understanding of the scientific foundation, this one of the investment portfolio management courses will offer you an introduction to the underlying research. That being said, they help you build on the basis in a realistic way instead of only describing the science, with an emphasis on the hands-on application of those concepts in the programming language of Python.
Course Instructor: Vijay Vaidyanathan and Lionel Martellini
Duration: 24 hours
Advantages:
Conclusion:
With so many different financial products and an increasing need for people with in-depth knowledge of geographical regions, it is no wonder that most industry experts expect the investment management sector to see strong job growth in the middle of this decade. Employment in investment management is projected to rise by 11 percent from 2016 to 2026, according to the BLS. Pursuing online diploma courses and certifications will help you take this opportunity in a global context.
The profession of investment management does not restrict you to pin-striped suits and elevated transactions on the floor of crowded, chaotic trading spaces, unlike famous movies and fiction. The area of investment management is broad and varied. There are many online courses & certifications from top providers that will teach you and help you master this field.
If you feel that an investment management career is perfect for you, then check out the best Coursera investment management courses and enrol in the one that best suits you by making an online course comparison.
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A Portfolio Management Service (PMS) is a service that offers competent investment management for asset development. It seeks to address the investment needs of individuals or companies with high net worth by offering investment solutions to them.
A Portfolio Manager is a corporate entity that, under a contract with a customer, recommends or guides or conducts, on behalf of the client, to manage or administer a portfolio of the client's securities or funds (whether or not as a contingent Portfolio Manager).
The Portfolio Manager manages the funds and securities of each client individually and independently in a discretionary portfolio management service in accordance with the client's needs. The Portfolio Manager oversees the funds in compliance with the client's guidance under the non-discretionary Portfolio Management Service.
The investment strategies that PMS offers cater to a niche consumer market. The customers may be people with a high net worth or institutions. Typically the offerings are suitable for investors who are:
• Seeking to invest in asset groups such as equity, fixed revenue, structured commodities, etc.
• Desire customised strategies for investments
• Desire the establishment of long-term wealth
• Appreciate a high service standard
The SEBI (Portfolio Managers) Regulations, 2020 provide that the Portfolio Manager will charge a fee for the rendering of portfolio management services in compliance with the customer agreement. However, no upfront fees are paid directly or indirectly to the customers by the Fund Manager.
Yes, via the accounts of the NRE or NRO, NRIs can invest in the PMS. For NRI clients, there are certain additional compliance/documentation criteria. With this documentation, our partnership manager will assist the NRI client.
The client can, in compliance with the terms of the agreement between the client and the Portfolio Manager, remove partial sums from his portfolio. The value of the investment in the portfolio after such withdrawal shall, however, not be less than the minimum investment sum applicable.
Portfolio Management services are regulated by an arrangement between the manager of the portfolio and the investor. The minimum specifics as stated in the SEBI Portfolio Manager Regulations should be protected in the agreement. Additional specifications may, however, be defined in the agreement with the client by the Portfolio Manager.
Yes. A certain level of risk is involved in all investments, including the potential erosion of the principal amount invested, which varies depending on the protection chosen.
Portfolio Managers do not place a lock-in on the portfolios of their customers. However, the Portfolio Manager may charge the client's applicable cancellation fees for an early exit, as mentioned in the agreement.
Application Date:05 September,2024 - 25 November,2024
Application Date:15 October,2024 - 15 January,2025