本课程是财务管理专项课程专项课程的一部分

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809 个评分

Scott Weisbenner

27,745 人已注册

提供方

隶属于 Master of Business Administration (iMBA) 学位
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财务管理专项课程伊利诺伊大学香槟分校

课程信息

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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 门课程（共 7 门）

财务管理专项课程

完成时间大约为19 小时

英语（English）

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Stock
Financial Markets
Investment Strategy
Investment

可灵活调整截止日期

根据您的日程表重置截止日期。

可分享的证书

完成后获得证书

100% 在线

立即开始，按照自己的计划学习。

第 4 门课程（共 7 门）

财务管理专项课程

完成时间大约为19 小时

英语（English）

对员工进行热门技能培训能否为您的公司带来益处？

体验 Coursera 企业版

授课教师

授课教师评分

4.75/5 （92 个评分）

Scott Weisbenner

William G. Karnes Professor of Finance

Department of Finance, College of Business

63,876 个学生

3 门课程

提供方

伊利诺伊大学香槟分校

立即开始攻读硕士学位

此课程隶属于伊利诺伊大学香槟分校提供的 100% 在线 Master of Business Administration (iMBA)。如果您被录取参加全部课程，您的课程将计入您的学位学习进程。

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内容评分97%（2,087 个评分）

周

周 1

完成时间为 2 小时

Course Orientation

完成时间为 2 小时

4 个视频（总计 22 分钟）, 8 个阅读材料, 1 个测验

4 个视频

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

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

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

Learn on Your Terms30

8 个阅读材料

Syllabus10分钟

Video Lecture Transcripts10分钟

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

What You Will Learn: Course Summary with Animations10分钟

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

About the Discussion Forums10分钟

Learn More About Flexible Learning Paths10分钟

Updating Your Profile10分钟

1 个练习

Orientation Quiz30分钟

完成时间为 3 小时

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).

完成时间为 3 小时

10 个视频（总计 144 分钟）, 2 个阅读材料, 1 个测验

10 个视频

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

1-1.1. Basics of Return and Risk18分钟

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

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

1-1.4. Interpretation of Regression Model Results13分钟

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

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

1-2.2. Realization-Based Capital Gains Tax15分钟

1-2.3. Seasonality in Stock Returns20分钟

Summary of Module 1 with Animations8分钟

2 个阅读材料

Module 1 Overview10分钟

Module 1 Spreadsheet10分钟

1 个练习

Module 1 Quiz30分钟

周

周 2

完成时间为 3 小时

Module 2: Investment Decisions in DC Pension Plans

完成时间为 3 小时

12 个视频（总计 128 分钟）, 2 个阅读材料, 1 个测验

12 个视频

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

2-1.1. Overview of Key Biases in Decisions9分钟

2-1.2. Representativeness4分钟

2-1.3. Familiarity Bias and Background Risk22分钟

2-1.4. Endorsement Effects7分钟

2-1.5. Naïve Diversification18分钟

2-1.6. Inertia4分钟

2-1.7. Option Confusion5分钟

2-1.8. Power of Defaults16分钟

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

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

Summary of Module 2 with Animations3分钟

2 个阅读材料

Module 2 Overview10分钟

Module 2 Recommended Reading10分钟

1 个练习

Module 2 Quiz30分钟

周

周 3

完成时间为 4 小时

Module 3: Performance of Individual Investors

完成时间为 4 小时

14 个视频（总计 223 分钟）, 1 个阅读材料, 1 个测验

14 个视频

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

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

3-2.1. Overconfidence17分钟

3-2.2. Loss Aversion16分钟

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

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

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

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

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

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

3-2.9. Emotion and Financial Decisions15分钟

3-3.1. Local Investments35分钟

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

Summary of Module 3 with Animations2分钟

1 个阅读材料

Module 3 Overview10分钟

1 个练习

Module 3 Quiz30分钟

周

周 4

完成时间为 5 小时

Module 4: Performance of Mutual Funds and Search for Alpha

完成时间为 5 小时

17 个视频（总计 279 分钟）, 2 个阅读材料, 1 个测验

17 个视频

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

4-1.1. Overview of Performance of Mutual Funds16分钟

4-1.2. Fees and Fund Performance10分钟

4-1.3. Brokers and Fund Performance15分钟

4-1.4. Trends in Mutual Fund Industry7分钟

4-2.1. Introduction to Search for Alpha5分钟

4-2.2. Mutual Fund Disclosure6分钟

4-2.3. Mutual Funds and Local Investments21分钟

4-2.4. Information Networks and Performance21分钟

4-2.5. Closet Indexing and Performance Persistence20分钟

4-2.6. Valuing Complicated Firms and Exploiting Inattention27分钟

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

4-2.8. Potential Modern Sources of Information19分钟

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

4-3.1 Economics of Mutual Funds28分钟

4-3.2 International Evidence on Active Mutual Fund Management15分钟

Summary of Module 4 with Animations13分钟

2 个阅读材料

Module 4 Overview10分钟

Module 4 Recommended Reading10分钟

1 个练习

Module 4 Quiz30分钟

完成时间为 1 小时

Course Conclusion

完成时间为 1 小时

2 个视频（总计 17 分钟）, 2 个阅读材料

审阅

4.8

166 条评论

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

来自INVESTMENTS II: LESSONS AND APPLICATIONS FOR INVESTORS的热门评论

由 SS 提供May 8, 2020

Thanks Scott! Outstanding course with the research work papers analysis, animations and the fun made it easier for the longer lectures !

由 KL 提供Dec 6, 2017

Professor Weisbenner is amazing! Insanely smart, yet delvers complex concepts in such a manner you would never realize it. This is a must take class for investments!

由 SM 提供Nov 18, 2022

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

由 WK 提供Mar 21, 2021

Great course with excellent, relevant content and entertaining presentation. Whish there were more like this in the series.

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关于财务管理专项课程

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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