Financial Markets and Investment Strategy Capstone

Overview

In the Capstone project, you have to design an investment plan for an individual at three different stages of his life. Depending on the stage of his life the individuals biases, risk preferences and wealth requirements change. You have to keep in mind all of these and design an appropriate investment plan for each stage of his life. You will use the concepts learned in the 4 courses to achieve this target. You should consider different assets and different markets to achieve the investors goals by building an optimal portfolio which matches his profile. In the end you should also evaluate the performance of his portfolio.

Syllabus

Capstone Project

In the Capstone project, you have to design an investment plan for an individual at three different stages of his life. Depending on the stage of his life the individuals biases, the risk preferences and the wealth requirements change. You have to keep in mind all of these and design an appropriate investment plan for each stage of his life. You will use the concepts learned in the 4 courses to achieve this target. You should consider different assets and different markets to achieve the investors goals by building an optimal portfolio which matches his profile.

Week 2

This module teaches you how to measure the performance of portfolios. After completing this module you will be explain when to use Sharpe and Treynor measures.

Week 3

This module discusses the various investments available for an investor looking at long time horizon. After completing this module you will be able to recommend some long term investments.

Week 4

This module introduces you to the world of mutual funds. After completing this module you will be able to analyse and compare mutual funds.

Week 5

This module introduces you to analysis of bonds. After finishing this module you would be able to analyse various bonds and compare their performance.