本課程是财务管理專項課程專項課程的一部分

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809 個評分

Scott Weisbenner

27,715 人已註冊

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隸屬於 Master of Business Administration (iMBA) 學位
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财务管理專項課程伊利诺伊大学香槟分校

課程信息

15,463 次近期查看

In this course, you will start by reviewing the fundamentals of investments, including the trading off of return and risk when forming a portfolio, asset pricing models such as the Capital Asset Pricing Model (CAPM) and the 3-Factor Model, and the efficient market hypothesis.  You will be introduced to the two components of stock returns – dividends and capital gains – and will learn how each are taxed and the incentives provided to investors from a realization-based capital gains tax.  You will examine the investment decisions (and behavioral biases) of participants in defined-contribution (DC) pension plans like 401(k) plans in the U.S. and will learn about the evidence regarding the performance of individual investors in their stock portfolios.  The course concludes by discussing the evidence regarding the performance of actively-managed mutual funds. You will learn about the fees charged to investors by mutual funds and the evidence regarding the relation between fees charged and fund performance.  Segments of the portfolios of mutual funds that may be more likely to outperform and examples of strategies designed to “earn alpha” will also be introduced.
Learners are welcome to take this course even if they have not completed "Investments I: Fundamentals of Performance Evaluation," as the first module contain a review of investment fundamentals and regression analysis to get everyone up to speed.  Also, the course contains several innovative features, including creative out-of-the-studio introductions followed by quick-hitting "Module in 60" countdowns that highlight what will be covered in each module, four "Faculty Focus" interview episodes with leading professors in finance, and a summary of each module done with the help of animations!

This course is part of the iMBA offered by the University of Illinois, a flexible, fully-accredited online MBA at an incredibly competitive price. For more information, please see the Resource page in this course and onlinemba.illinois.edu.

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第 4 門課程（共 7 門）

财务管理專項課程

完成時間大約為19 小時

英語（English）

對員工進行熱門技能培訓能否為您的公司帶來益處？

體驗 Coursera 企業版

您將獲得的技能

Stock
Financial Markets
Investment Strategy
Investment

可靈活調整截止日期

根據您的日程表重置截止日期。

可分享的證書

完成後獲得證書

100% 在線

立即開始，按照自己的計劃學習。

第 4 門課程（共 7 門）

财务管理專項課程

完成時間大約為19 小時

英語（English）

對員工進行熱門技能培訓能否為您的公司帶來益處？

體驗 Coursera 企業版

授課教師

授課教師評分

4.75/5 （92 個評分）

Scott Weisbenner

William G. Karnes Professor of Finance

Department of Finance, College of Business

63,814 個學生

3 門課程

提供方

伊利诺伊大学香槟分校

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此課程隸屬於伊利诺伊大学香槟分校提供的 100% 在線 Master of Business Administration (iMBA)。如果您被錄取參加全部課程，您的課程將計入您的學位學習進程。

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授課大綱 - 您將從這門課程中學到什麼

內容評分97%（2,087 個評分）

週

週 1

完成時間為 2 小時

Course Orientation

完成時間為 2 小時

4 個視頻（總計 22 分鐘）, 8 個閱讀材料, 1 個測驗

4 個視頻

Welcome to Investments II: Lessons and Applications for Investors (the launching of a sequel)!14分鐘

Get to know Scott (introductory video used for his iMBA course)6分鐘

See the “Movie Trailer” for Scott’s Course!1分鐘

Learn on Your Terms30

8 個閱讀材料

Syllabus10分鐘

Video Lecture Transcripts10分鐘

A Preview of Coming Attractions: Introduction Videos for Modules 1-410分鐘

What You Will Learn: Course Summary with Animations10分鐘

Learning from the Experts: Full Collection of Faculty Focus Episodes10分鐘

About the Discussion Forums10分鐘

Learn More About Flexible Learning Paths10分鐘

Updating Your Profile10分鐘

1 個練習

Orientation Quiz30分鐘

完成時間為 3 小時

Module 1: Fundamentals and Composition of Returns

In Module 1, we will briefly review the fundamentals of investments, including the trading off of return and risk when forming a portfolio, asset pricing models such as the Capital Asset Pricing Model (CAPM) and the 3-Factor Model, and the efficient market hypothesis. We will also discuss the two components of stock returns – dividends (cash received) and capital gains (changes in price since purchase).

完成時間為 3 小時

10 個視頻（總計 144 分鐘）, 2 個閱讀材料, 1 個測驗

10 個視頻

Module 1 Introduction ("High Stakes Poker Game" and Module in 60)3分鐘

1-1.1. Basics of Return and Risk18分鐘

1-1.2. Capital Asset Pricing Model (CAPM)20分鐘

1-1.3. 3-Factor Model and Market Efficiency15分鐘

1-1.4. Interpretation of Regression Model Results13分鐘

1-1.5. Regression Analysis of Returns to Small-Value Stocks13分鐘

1-2.1. Dividends, Capital Gains, and Firm Payout Policy14分鐘

1-2.2. Realization-Based Capital Gains Tax15分鐘

1-2.3. Seasonality in Stock Returns20分鐘

Summary of Module 1 with Animations8分鐘

2 個閱讀材料

Module 1 Overview10分鐘

Module 1 Spreadsheet10分鐘

1 個練習

Module 1 Quiz30分鐘

週

週 2

完成時間為 3 小時

Module 2: Investment Decisions in DC Pension Plans

完成時間為 3 小時

12 個視頻（總計 128 分鐘）, 2 個閱讀材料, 1 個測驗

12 個視頻

Module 2 Introduction ("Talking Retirement Plans in the Playroom" and Module in 60)2分鐘

2-1.1. Overview of Key Biases in Decisions9分鐘

2-1.2. Representativeness4分鐘

2-1.3. Familiarity Bias and Background Risk22分鐘

2-1.4. Endorsement Effects7分鐘

2-1.5. Naïve Diversification18分鐘

2-1.6. Inertia4分鐘

2-1.7. Option Confusion5分鐘

2-1.8. Power of Defaults16分鐘

2-1.9. Bottom Line on Biases in Investment Decisions7分鐘

2-2.1. Faculty Focus with Dean Jeffrey Brown (interview)23分鐘

Summary of Module 2 with Animations3分鐘

2 個閱讀材料

Module 2 Overview10分鐘

Module 2 Recommended Reading10分鐘

1 個練習

Module 2 Quiz30分鐘

週

週 3

完成時間為 4 小時

Module 3: Performance of Individual Investors

完成時間為 4 小時

14 個視頻（總計 223 分鐘）, 1 個閱讀材料, 1 個測驗

14 個視頻

Module 3 Introduction ("Picking a Portfolio at the Pub" and Module in 60)2分鐘

3-1.1. Overview of the Performance of Individual Investors25分鐘

3-2.1. Overconfidence17分鐘

3-2.2. Loss Aversion16分鐘

3-2.3. Effects of Loss Aversion (Part 1): Loss Aversion & Tax Incentives for Stock Trades18分鐘

3-2.4. Effects of Loss Aversion (Part 2): Personal Connection to Asset12分鐘

3-2.5. Effects of Loss Aversion (Part 3): Corporate Finance Decisions9分鐘

3-2.6. Faculty Focus with Professor Yuhai Xuan (interview)28分鐘

3-2.7. Effects of Loss Aversion (Part 4): Explanation for Momentum?5分鐘

3-2.8. Effects of Loss Aversion (Part 5): Importance of Endowment15分鐘

3-2.9. Emotion and Financial Decisions15分鐘

3-3.1. Local Investments35分鐘

3-3.2. Changing Nature of Individual Investors?15分鐘

Summary of Module 3 with Animations2分鐘

1 個閱讀材料

Module 3 Overview10分鐘

1 個練習

Module 3 Quiz30分鐘

週

週 4

完成時間為 5 小時

Module 4: Performance of Mutual Funds and Search for Alpha

完成時間為 5 小時

17 個視頻（總計 279 分鐘）, 2 個閱讀材料, 1 個測驗

17 個視頻

Module 4 Introduction ("Reliving Past Glory with a Visit to the Track" and Module in 60)5分鐘

4-1.1. Overview of Performance of Mutual Funds16分鐘

4-1.2. Fees and Fund Performance10分鐘

4-1.3. Brokers and Fund Performance15分鐘

4-1.4. Trends in Mutual Fund Industry7分鐘

4-2.1. Introduction to Search for Alpha5分鐘

4-2.2. Mutual Fund Disclosure6分鐘

4-2.3. Mutual Funds and Local Investments21分鐘

4-2.4. Information Networks and Performance21分鐘

4-2.5. Closet Indexing and Performance Persistence20分鐘

4-2.6. Valuing Complicated Firms and Exploiting Inattention27分鐘

4-2.7. Faculty Focus with Professor Joshua Pollet (interview)24分鐘

4-2.8. Potential Modern Sources of Information19分鐘

4-2.9. Faculty Focus with Professor Jiekun Huang (interview)19分鐘

4-3.1 Economics of Mutual Funds28分鐘

4-3.2 International Evidence on Active Mutual Fund Management15分鐘

Summary of Module 4 with Animations13分鐘

2 個閱讀材料

Module 4 Overview10分鐘

Module 4 Recommended Reading10分鐘

1 個練習

Module 4 Quiz30分鐘

完成時間為 1 小時

Course Conclusion

完成時間為 1 小時

2 個視頻（總計 17 分鐘）, 2 個閱讀材料

審閱

4.8

166 條評論

5 stars
83.68%
4 stars
11.99%
3 stars
2.59%
2 stars
0.61%
1 star
1.11%

來自INVESTMENTS II: LESSONS AND APPLICATIONS FOR INVESTORS的熱門評論

由 TP 提供2017年3月21日

Thank you, Professor Scott Weisbenner, for an excellence course that you put your heart and passion (for Star Wars) into.

由 MC 提供2020年6月14日

it was an excellent course. Professor Scott Weisbenner has a unique and an interactive style of teaching. I thoroughly enjoyed this course

由 SM 提供2022年11月18日

A very well explained course. Professor was very innovative and interactive during the entire course which really helped a lot.

由 AC 提供2016年12月12日

Excellent class! Very useful information for investing. Great faculty focus sessions with UIUC researchers!. Also love the passion that Dr. Weisbenner displays in teaching. Would highly recommend!

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關於财务管理專項課程

This Specialization covers the fundamentals of strategic financial management, including financial accounting, investments, and corporate finance. You will learn to evaluate major strategic corporate and investment decisions and to understand capital markets and institutions from a financial perspective, and you will develop an integrated framework for value-based financial management and individual financial decision-making.

The Financial Management Specialization is part of the University of Illinois iMBA Program. Each course in this Specialization also fulfills a portion of the requirements for a University of Illinois course that can earn you college credit. When you complete the Financial Management Specialization, you will: · Have a solid foundation in developing an integrated framework for strategic financial decision-making. · Have a thorough understanding of financial statements and the financial information they provide, and be able to critically evaluate and analyze cash flows statements. · Understand the management and evaluation of portfolios and firm valuation techniques. · Understand how to incorporate risk and uncertainty into investment decisions and understand how companies make financing and investment decisions.

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Investments II: Lessons and Applications for Investors

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