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University of Geneva

Planning your Client's Wealth over a 5-year Horizon

University of Geneva via Coursera

Overview

In this Capstone project, you will have to choose between three different characters (each with a unique set of financial constraints and objectives) and design an appropriate wealth plan for them over the next 5 years.

You will have to use the knowledge you gained in each of the four preceding courses to reach that objective. Indeed, you will need to know which assets to consider and how to manage them depending on changes in the economic outlook (Course 1), how to evaluate and deal with your character's emotional biases in order to suggest them a wealth strategy they will be able to follow (Course 2), how to build an optimal portfolio and manage its risk once the strategy has been designed (Course 3) and how to adequately measure the performance of your plan while taking advantage of investment vehicles and future trends in the investment management industry to further your character's goals (Course 4).

This Capstone project was designed in collaboration with UBS, our corporate partner, who benefits from years of experience in guiding clients with their wealth planning.

Syllabus

  • Client Profile
  • Investment Policy
  • First Reporting and Rebalancing
  • Final Reporting

Taught by

Michel Girardin

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Reviews

5.0 rating, based on 1 reviews

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  • Anonymous
    Ce fut vraiment une excellente occasion de partager mes pensées et mon amour envers l'Université de Genève et Coursera. En tant qu'étudiant après avoir poursuivi cette spécialisation. J'ai une vision claire des facteurs économiques, Les classes d'actifs, et en particulier l'industrie de la gestion d'actifs dans son ensemble. Et j'apprécie tous mes collègues apprenants de partager vos pensées, ce qui aiderait les futurs apprenants à acquérir une vision impressionnante À propos de cette spécialisation, et enfin mes remerciements particuliers à UBS pour son soutien et sa compréhension de l'industrie de la gestion d'actifs dans son ensemble.

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