Evidence Based Investment Analysis (EBIA) – English

    €0,00 €142,80     VAT included Angebot

    • Kurs sofort abrufbar
    • Flexibel von Smartphone, Tablet oder PC erreichbar
    • 60 Tage Laufzeit

    Learning goals

    Please note: This e-course is in English!
    For the German version click here.

    • With the help of this e-course you should be able to identify typical critical mistakes of "professional" investors and learn to ask the most important questions on important investment topics.
    • You will learn about typical asset allocation issues such as alternative asset classes, manager and fund selection, stock selection and position weighting, and risk (overlay) management.
    • You will also be able to understand the key opportunities and risks of responsible investing.

    Course information

    • English
    • 73 minutes course duration
    • 16 videos (incl. vita)
    • 1 learning material
    • Speaker: Prof. Dr. Dirk Soehnholz
    • In addition to the learning films, you will receive the respective handout and, if available, the corresponding sample exam including solutions.

    Course Description

    During the e-course you will receive an introduction to traditional e.g. scenario based as well as alternative asset allocation approaches such as Naive and Zero Based Asset Allocation which are not ”pseudo-optimised“ and we introduce an uncommon multi-asset benchmark. In addition, you will learn typical problems with quantitative and factor based fund and security selections, weightings and benchmarks. One chapter will focus on the attractiveness of environmental, social and governance factors for stock selection compared to factor or so called smart beta approaches. In addition, typical risk management problems will be shown e.g. sensitivities regarding the use of ”signals“. On the other hand it will be shown how risk overlays could significantly increase the allocation to illiquid investments. Also, we introduce an unusual classification of investment philosophies. The most important takeaways should be (how) to question assumptions, restrictions, models and data used by typical ”professional“ investors.

    The course is mainly based on the book: Asset Allocation, Risiko-Overlay und Managerselektion: Das Diversifikationsbuch; Gabler-Verlag 2010 (German only); Söhnholz, D., Rieken, S., Kaiser, D. (2010).

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