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HEC Paris

Investment Management in an Evolving and Volatile World by HEC Paris and AXA Investment Managers

Have you ever wanted to invest in financial markets, but were always afraid that you didn’t have the proper tools or knowledge to make informed decisions? Have you ever wondered how investment management companies operate and what fund managers do? AXA Investment Managers, in partnership with HEC Paris, will introduce you to the most important ideas and concepts in investment management, to help you better understand your financial future. This course will enable you to: • Define what type of investor you are, your investment objectives, and potential constraints. • Identify the main investable assets and important players in financial markets. • Understand basic portfolio management techniques. • Apply these techniques in real case studies from the outset, through practical assessments. Finally, we will provide a comprehensive overview of today's asset management industry: the product cycles, professionals, and regulations. For those who want to identify a talented fund manager to invest for you, we offer important criteria for selecting one. For those who are interested in learning more about this fascinating industry, we lay the foundation for your ongoing financial journey. Join us now to explore the world of investment management! Course Specialists The course has been developed in collaboration between HEC Paris, with Hugues Langlois managing the academic aspect, and AXA Investment Managers specialists, sharing their experiences and expertise and coordinated by Marion Le Morhedec. AXA Investment Managers participants include Maxime Alimi, Stephanie Condra, Nicholas Jeans, Elodie Laugel, Pierre-François de Mont-Serrat, Jean-Gabriel Pierre (AXA Group), Dorothée Sauloup, Irina Topa-Serry, Fiona Southall, Patrice Viot Coster, Susanna Warner, and Joachim Weitgasser. Recommended Background We expect most participants to have a basic level of knowledge in mathematics and economics. However this is not essential, and we believe that people from any background can succeed with commitment and a strong interest. Be aware that in the case study, you will have to use Excel. Course Format This course will run for 4 weeks and consists of 4 modules, each with a series of lecture videos between 5 to 8 minutes long. Each module contains a set of practice and graded quiz questions. A complete portfolio management exercise covers concepts learned in all modules Language The course is in English, with Spanish, Italian, German, French, and Chinese (Simplified) subtitles. The Project The preparation of this MOOC has been an exciting adventure for many professionals at AXA Investment Managers and HEC, both for the speakers and a wealth of contributors. Thank you to all of them. We hope you enjoy this course as much as we enjoyed creating it!

Status: Performance Analysis
Status: Asset Management
IntermediateCourse18 hours

Featured reviews

SS

4.0Reviewed Jul 1, 2020

Key principles and overview are excellent. Technicals and quantitative aspects were too fast and detailed for me. Probably more useful for analyst level interests

YR

5.0Reviewed Jun 12, 2020

I really enjoyed this course, I learned new concepts in investment and gave me an impulse to keep studying and going deep in this area of finance.

SS

5.0Reviewed Nov 9, 2020

It was the most interesting, informative, and engaging Coursera course on finance I have ever had before. Big thanks to both HEC and AXA teams for such a great experience!

HB

5.0Reviewed May 2, 2020

A good course which will help you get an understanding of the market and the various mathematical tools used in the analysis

VG

5.0Reviewed Jan 21, 2017

This course helped me, an engineer, to get an insight into the financial world especially into the investment management.

CS

4.0Reviewed May 27, 2020

Thank you very much to all for this course. I really enjoyed the quant part and especially exercises in Excel. Would be interesting to add a quantitative recap chapter !

KL

5.0Reviewed Nov 13, 2021

Very good course. Only one flaw, the contents in videos are not very detailed so I often got confused when doing quiz.

TA

5.0Reviewed Mar 1, 2022

this course helped me to understand and put into practice investment management techniques to become a better educated investor

MN

4.0Reviewed Sep 19, 2019

Really good course which bridge the gap between finance theories and application to real life situation like portfolio management

EW

5.0Reviewed May 1, 2017

The theory part can be reduced and practical portion (AXA IM's speakers) needs to be added, especially on more advanced topics

MM

5.0Reviewed Nov 20, 2019

Very useful course for students who have basic knowledge in business and want to dig deeper in to the finance and investment world!

GD

5.0Reviewed Jun 28, 2020

I'm very impressed by the quality of this course, it made simple what is usually hard to quick explain and immediately understand

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