Back to Meeting Investors' Goals
University of Geneva

Meeting Investors' Goals

In this course, you will dive into the concepts of rationality and irrationality and understand how they impact our investment decisions and what the consequences can be at the market level. You will first explore the different biases that we, as humans, are subjected to when facing investment decisions and how they may impact the outcomes of these decisions. Moreover, you will see how emotions and ethical concerns such as honesty and trust influence market participants. When they are considered as a group rather than individually, you will discover how rationality and irrationality can drive asset prices to and away from their fair value. Finally, you will be presented with different portfolio construction methodologies and investment styles that make up the landscape of today's portfolio management industry. At key points throughout the course, you will benefit from the practical knowledge of experts from our corporate partner, UBS, in how to build and manage clients' portfolios.

Status: Financial Market
Status: Behavioral Economics
Course9 hours

Featured reviews

AD

5.0Reviewed Jul 15, 2017

this is a very good course. I couldn't have learnt much anywhere else. The practical examples and assignment help you get a grip on how to apply your skills to the real world.

FK

5.0Reviewed May 6, 2019

It was very productive course. I've gained a lot of efficient, useful knowledge. Now I have a quite blurry picture of what investment is. Special thanks to Prof. Michel Girardin

LW

4.0Reviewed Mar 7, 2019

My only complaint was the assignment requiring evaluation by other students as this made the asynchronous nature of the course more synchronous and dependent on others.

RS

5.0Reviewed Jun 29, 2020

Lots of learning in this course. All the lessons were interesting. Loved the way Professor Michel taught and also loved his inverted graphs. Thank you all.

NB

5.0Reviewed Apr 6, 2016

Great course! I like how it explained basic ideas of setting up an investment portfolio. And how it went into detail, such as thematic investing.

DA

5.0Reviewed Dec 4, 2016

One of the best courses I've found about investment strategies and styles. It was also very interesting the impact of emotions and cognitive biases in our investment decisions. Highly recommended.

KS

5.0Reviewed Sep 27, 2016

Fantastic! This course will help you to learn how to deal with your customer, how to built an investment strategy and also learn about past crisis.

AS

5.0Reviewed Dec 30, 2016

Great adventure to deeper understanding and building new investor`s goals and opportunities. One of the best classes I ever seen. Thank you very much!

MB

5.0Reviewed Nov 22, 2016

I heartily thank everyone participate in this course . this course gave me a comprehensive knowledge about different types of investment styles and the optimum way to build an investment portfolio .

YM

5.0Reviewed Dec 11, 2020

I truely love the content in this course and learnt many different investment strategies and psychology. Hope I could use these learnings to practice in the near future.

SX

5.0Reviewed Mar 4, 2019

Excellent coverage of topics. Personal favorite was the behavioral aspects in investing- the biases. Great practical industry insights from the UBS team as well. Highly recommended course.

AS

4.0Reviewed May 31, 2020

Perfect course for building the basics. Was expecting a bit more depth. But, this is the best course to cover the breadth and basics of the field.

All reviews

Showing: 20 of 297

Tom Schaber
1.0
Reviewed Nov 18, 2016
Lowell Williams
4.0
Reviewed Mar 8, 2019
Evan Blackmon
5.0
Reviewed May 27, 2019
Diana Zuleyma Castillo Alarcón
5.0
Reviewed Dec 4, 2016
José Francisco Abril de Vivero Vidalón
4.0
Reviewed Dec 5, 2018
Heather
4.0
Reviewed Nov 14, 2016
Amine Mekkaoui
2.0
Reviewed Nov 26, 2020
Jason Muck
1.0
Reviewed Jun 27, 2016
Augustine Quek
1.0
Reviewed Jun 3, 2016
Russell L. McCoy
5.0
Reviewed Mar 3, 2021
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5.0
Reviewed Mar 22, 2019
Ram Makkena
5.0
Reviewed Jan 22, 2018
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5.0
Reviewed Dec 27, 2019
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5.0
Reviewed Feb 1, 2018
Ooi-Voon Chang
5.0
Reviewed Aug 15, 2020
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5.0
Reviewed Aug 14, 2017
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5.0
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Reviewed Jul 17, 2020
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5.0
Reviewed Nov 5, 2019