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Evidence Based Investment Analysis (EBIA) – English

Normaler Preis €0,00 €142,80     inkl. MwSt. Angebot

  • Kurs sofort abrufbar
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Was werden Sie Lernen?

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

Learning goals

  • With the help of this training video you should be able to identify typical critical errors of „professional“ investors and learn to ask the most important questions regarding the key investment topics: Asset Allocation including alternative asset classes, manager- and fund selection, security selection and position weightings as well as risk (overlay) management including opportunities for responsible investments.

Kursinformationen

Course summary

  • English
  • 140 minutes course duration
  • 26 videos
  • 1 learning materials
  • 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.

KURSBESCHREIBUNG

Course description

During the 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-optimized“ 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 Söhnholz, D., Rieken, S., Kaiser, D. (2010): Asset Allocation, Risiko-Overlay und Managerselektion: Das Diversifikationsbuch, Gabler-Verlag 2010 (German only).

WAS REFERENTEN ÜBER UNSERE KURSE SAGEN

Es gibt viele Wege, sich ein Urteil über ein Unternehmen zu bilden. Keiner führt an der Rechnungslegung vorbei.


Prof. Dr. Harald Kessler, CVA

Faktormodelle für Wertpapier-Returns und Bewertungsmodelle sind eminent wichtige Basisbausteine für das Verständnis der Modernen Finanzierungstheorie und ihre Anwendungen in der Kapitalanlagepraxis.


Dr. Hans-Jörg Frantzmann

Die im Rahmen meines Unterrichts vermittelten Konzepte und Methoden gehören zum berufspraktischen Standard der Branche und ermöglichen es den Teilnehmern, Probleme der beruflichen Praxis theoriegeleitet zu strukturieren, einer Analyse zu unterziehen sowie im Idealfall zu lösen, zumindest jedoch methodisch fundiert einer Lösung näher zu bringen.


Prof. Dr. Karl Ludwig Keiber

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