Investment Strategies (Online)

Managing a Stock Portfolio through Uncertainty

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Course Dates

STARTS ON

February 2, 2023

Course Duration

DURATION

9 weeks
4–6 hours per week

Course Fee

PROGRAM FEE

US$3,500

Course Fee

For Your Team

Enroll your team and learn with your peers

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Team-Based Learning Options

  • Enroll as a team or group and learn with your peers

  • Receive support and services

  • Inquire about special team/group pricing

  • ENROLL YOUR TEAM

    Emeritus works with leading companies to close critical skills gaps


    Our partners include

    JP Morgan
    Amazon
    AB in Bev

Advance Your Investing Intelligence

For individual and professional investors who want to develop a strong foundation in investment strategies and enhance their existing knowledge base, this programme provides a broad introduction to the fundamentals of active investing and an overview of capital markets.

You Will Learn To:
  • Better inform your market opinions with a deeper understanding of capital markets, major investable asset classes, the challenges of leveraging and shorting, and how to use financial and economic databases.
  • Avoid common investment pitfalls by gaining an understanding of overleveraging and underappreciating
  • Make educated stock selections by measuring risk and applying risk management and analytical theory to your choices
  • Become an active portfolio manager by analyzing the performance of investment products over time, understanding bond market and yield, and knowing the tools for — and limits of — forecasting

Schedule a call with one of our academic advisors to learn more or apply now

Program Experience

Cohort-Based

Real-World Applications and Activities

Case Studies

Peer-to-Peer Learning

Self-Paced On-Demand Video Lectures

Live Office Hours with Program Leader

Program Leader Guided Discussions

Program Curriculum

The curriculum provides you with the tools and frameworks to measure risk, assess volatility, run regression analyses, define the yield curve, and learn the tools of forecasting.

Real-World Applications and Learning Activities

You’ll have access to a range of hands-on tools and activities that bridge the theoretical and the practical to help make you a more effective investor. Some examples include:

Hedge Fund Case Study
Explore the real-world gains and perils that can occur when aggressively using leverage and risk in the investment process.

Measurement Tools
Examine and apply different approaches for measuring investment performance — including risk exposure — using the Sharpe ratio and the information ratio.

Financial Data Resources
Learn to use an invaluable set of online resources that can help you create an investment strategy and wisely implement it, such as Yahoo Finance, Finviz, MacroHistory, FRED.

Student Demographics

Work Experience

- <10 years – 18%
- 10-14 years – 17%
- 15-19 years – 20%
- 20+ years – 44%

Geography

- North America – 63%
- Asia – 18%
- Europe – 14%
- South America – 4%
- Africa – 1%

Investor Type

- Individual – 70%
- Professional – 30%

Schedule a call with one of our academic advisors to learn more or apply now

Participant Testimonials

Robert Sieker

“Before joining this program, I didn't really know where or what to look for while choosing stocks and asset classes to invest in. The video lectures and resources really helped my understanding of the subject.”

— Robert Sieker, Chief Executive Officer, SiekerBynum Energy Services

David Pittet

“The program gives a good overview on investing in financial markets in 50-60 hours. It is difficult to do better than this in the time frame. A part of the success of the program is accredited to the pedagogical qualities of Prof. Mamysky.”

— David Pittet, Chief Executive Officer, Venoge Consulting LLC

Program Faculty

Faculty Member Harry Mamaysky

Harry Mamaysky

Professor of Professional Practice, Director of the Program for Financial Studies, Columbia Business School

Harry Mamaysky teaches capital markets and asset pricing to MBA, Masters, and PhD students as well as Executive Education courses on investment strategy, the use of text data in finance, and corporate bonds... More info

Certificate

Example image of certificate that will be awarded after successful completion of this program

Certificate

Upon completion of the program, you will receive a certificate of participation from Columbia Business School Executive Education. The learnings serve as a powerful credential in supporting your management capabilities.

Download Brochure

Your verified digital certificate will be issued in your legal name and emailed to you, at no additional cost, upon completion of the program, as per the stipulated requirements. All certificate images are for illustrative purposes only and may be subject to change at the discretion of the Columbia Business School Executive Education.

Why Columbia Business School?

Educating the Business Leaders of Today and Tomorrow

Consistently ranked as one of the top business schools in the world for Finance, Columbia Business School has worked exclusively with Emeritus to develop and deliver this 9-week Investment Strategies program. This program leverages Columbia's thought leadership, developed over years of research, teaching, and practice. By partnering with Emeritus, Columbia Business School is able to broaden access beyond our on-campus offerings in a collaborative and engaging format that stays true to the quality of Columbia Business School Executive Education and Columbia as a whole.

Schedule a call with one of our academic advisors to learn more.

FAQs

  • How do I know if this program is right for me?

    After reviewing the information on the program landing page, we recommend you submit the short form above to gain access to the program brochure, which includes more in-depth information. If you still have questions on whether this program is a good fit for you, please email learner.success@emeritus.org, and a dedicated program advisor will follow-up with you very shortly.


    Are there any prerequisites for this program?

    Some programs do have prerequisites, particularly the more technical ones. This information will be noted on the program landing page, as well as in the program brochure. If you are uncertain about program prerequisites and your capabilities, please email us at learner.success@emeritus.org for assistance.


    Note that, unless otherwise stated on the program web page, all programs are taught in English and proficiency in English is required.


    What is the typical class profile?

    More than 50 percent of our participants are from outside the United States. Class profiles vary from one cohort to the next, but, generally, our online certificates draw a highly diverse audience in terms of professional experience, industry, and geography — leading to a very rich peer learning and networking experience.


    What other dates will this program be offered in the future?

    Check back to this program web page or email us at learner.success@emeritus.org to inquire if future program dates or the timeline for future offerings have been confirmed yet.

  • How much time is required each week?

    Each program includes an estimated learner effort per week. This is referenced at the top of the program landing page under the Duration section, as well as in the program brochure, which you can obtain by submitting the short form at the top of this web page.



    How will my time be spent?

    We have designed this program to fit into your current working life as efficiently as possible. Time will be spent among a variety of activities including:



    • Engaging with recorded video lectures from faculty
    • Attending webinars and office hours, as per the specific program schedule
    • Reading or engaging with examples of core topics
    • Completing knowledge checks/quizzes and required activities
    • Engaging in moderated discussion groups with your peers
    • Completing your final project, if required

    The program is designed to be highly interactive while also allowing time for self-reflection and to demonstrate an understanding of the core topics through various active learning exercises. Please contact us at learner.success@emeritus.org if you need further clarification on program activities.



    What is it like to learn online with the learning collaborator, Emeritus?

    More than 250,000 professionals globally, across 80 countries, have chosen to advance their skills with Emeritus and its educational learning partners. In fact, 90 percent of the respondents of a recent survey across all our programs said that their learning outcomes were met or exceeded.

    A dedicated program support team is available 24/5 (Monday to Friday) to answer questions about the learning platform, technical issues, or anything else that may affect your learning experience.


    How do I interact with other program participants?

    Peer learning adds substantially to the overall learning experience and is an important part of the program. You can connect and communicate with other participants through our learning platform.

  • What are the requirements to earn the certificate?

    Each program includes an estimated learner effort per week, so you can gauge what will be required before you enroll. This is referenced at the top of the program landing page under the Duration section, as well as in the program brochure, which you can obtain by submitting the short form at the top of this web page. All programs are designed to fit into your working life.

    This program is scored as a pass or no-pass ; participants must complete the required activities to pass and obtain the certificate of completion. Some programs include a final project submission or other assignments to obtain passing status. This information will be noted in the program brochure. Please contact us at learner.success@emeritus.org if you need further clarification on any specific program requirements.


    What type of certificate will I receive?

    Upon successful completion of the program, you will receive a smart digital certificate. The smart digital certificate can be shared with friends, family, schools, or potential employers. You can use it on your cover letter, resume, and/or display it on your LinkedIn profile. The digital certificate will be sent approximately two weeks after the program, once grading is complete.


    Can I get the hard copy of the certificate?

    No, only verified digital certificates will be issued upon successful completion. This allows you to share your credentials on social platforms such as LinkedIn, Facebook, and Twitter.


    Do I receive alumni status after completing this program?

    No, there is no alumni status granted for this program. In some cases, there are credits that count toward a higher level of certification. This information will be clearly noted in the program brochure.


    How long will I have access to the learning materials?

    You will have access to the online learning platform and all the videos and program materials for 12 months following the program start date. Access to the learning platform is restricted to registered participants per the terms of agreement.

  • What equipment or technical requirements are there for this program?

    Participants will need the latest version of their preferred browser to access the learning platform. In addition, Microsoft Office and a PDF viewer are required to access documents, spreadsheets, presentations, PDF files, and transcripts.


    Do I need to be online to access the program content?

    Yes, the learning platform is accessed via the internet, and video content is not available for download. However, you can download files of video transcripts, assignment templates, readings, etc. For maximum flexibility, you can access program content from a desktop, laptop, tablet, or mobile device.

    Video lectures must be streamed via the internet, and any livestream webinars and office hours will require an internet connection. However, these sessions are always recorded, so you may view them later.

  • Can I still register if the registration deadline has passed?

    Yes, you can register up until seven days past the published start date of the program without missing any of the core program material or learnings.


    What is the program fee, and what forms of payment do you accept?

    The program fee is noted at the top of this program web page and usually referenced in the program brochure as well.

    • Flexible payment options are available (see details below as well as at the top of this program web page next to FEE).
    • Tuition assistance is available for participants who qualify. Please email learner.success@emeritus.org.

    What if I don’t have a credit card? Is there another method of payment accepted?

    Yes, you can do the bank remittance in the program currency via wire transfer or debit card. Please contact your program advisor, or email us at learner.success@emeritus.org for details.


    I was not able to use the discount code provided. Can you help?

    Yes! Please email us at learner.success@emeritus.org with the details of the program you are interested in, and we will assist you.


    How can I obtain an invoice for payment?

    Please email learner.success@emeritus.org with your invoicing requirements and the specific program you’re interested in enroling in.


    Is there an option to make flexible payments for this program?

    Yes, the flexible payment option allows a participant to pay the program fee in installments. This option is made available on the payment page and should be selected before submitting the payment.


    How can I obtain a W9 form?

    Please email us at learner.success@emeritus.org for assistance.

  • What is the policy on refunds and withdrawals?

    You may request a full refund within seven days of your payment or 14 days after the published start date of the program, whichever comes later. If your enrollment had previously been deferred, you will not be entitled to a refund. Partial (or pro-rated) refunds are not offered. All withdrawal and refund requests should be sent to admissions@emeritus.org.



    What is the policy on deferrals?

    After the published start date of the program, you have until the midpoint of the program to request to defer to a future cohort of the same program. A deferral request must be submitted along with a specified reason and explanation. Cohort changes may be made only once per enrollment and are subject to availability of other cohorts scheduled at our discretion. This will not be applicable for deferrals within the refund period, and the limit of one deferral per enrollment remains. All deferral requests should be sent to admissions@emeritus.org.

Financing Options

Climb Credit*

We offer financing options with our partner, Climb Credit*. Click here to learn more.
*Applicable for US Residents

Flexible Payment Options For All

Flexible payment options allow you to pay the program fee in installments. Click here to see payment schedule.

Program Modules

Week 1:

Introduction to Capital Markets

Describe the difference between a stock and a bond and articulate the role assets, liabilities, and the corporate balance sheet play in the stock market.

Week 2:

Major Asset Classes

Identify the major assets classes (government bond, stocks, etc.) and meaningful financial data using specific online resources, and be able to use that data to calculate informative economic indicators.

Week 3:

Risk and Investing

Measure standard deviation in multiple financial scenarios, define a drawdown, and identify a Sharpe ratio and discuss its impact in the asset management industry.

Week 4:

Active Management

Identify values for each piece of the Capital Asset Pricing Model or CAPM equation and then, using available financial data, solve the equation using these values.

Week 5:

Market Risk Premium Part I

Discuss the attractiveness of a stock in terms of an investment considering discount rates and growth rate of future dividends.

Week 6:

Market Risk Premium Part II

Calculate the implied CAPE ratio at different levels of interest rates and analyze the CAPE ratio today as a way to estimate future stock returns.

Week 7:

Patterns in Stock Returns I

Identify value and growth stocks and be able to articulate the current relevance of the value effect and your beliefs about whether or not is it still a useful tool in evaluating stock returns.

Week 8:

Patterns in Stock Returns II

Discuss your thesis on what makes a good stock selection, making sure to build in the discipline of paying attention to historical stock regularities.

Week 9:

Portfolio Considerations

Discuss and show on a graph the ability to adjust the risk and achievable return of two securities and articulate which investment points on the graph would lead to a strong or weak portfolio.

Week 1:

Introduction to Capital Markets

Describe the difference between a stock and a bond and articulate the role assets, liabilities, and the corporate balance sheet play in the stock market.

Week 6:

Market Risk Premium Part II

Calculate the implied CAPE ratio at different levels of interest rates and analyze the CAPE ratio today as a way to estimate future stock returns.

Week 2:

Major Asset Classes

Identify the major assets classes (government bond, stocks, etc.) and meaningful financial data using specific online resources, and be able to use that data to calculate informative economic indicators.

Week 7:

Patterns in Stock Returns I

Identify value and growth stocks and be able to articulate the current relevance of the value effect and your beliefs about whether or not is it still a useful tool in evaluating stock returns.

Week 3:

Risk and Investing

Measure standard deviation in multiple financial scenarios, define a drawdown, and identify a Sharpe ratio and discuss its impact in the asset management industry.

Week 8:

Patterns in Stock Returns II

Discuss your thesis on what makes a good stock selection, making sure to build in the discipline of paying attention to historical stock regularities.

Week 4:

Active Management

Identify values for each piece of the Capital Asset Pricing Model or CAPM equation and then, using available financial data, solve the equation using these values.

Week 9:

Portfolio Considerations

Discuss and show on a graph the ability to adjust the risk and achievable return of two securities and articulate which investment points on the graph would lead to a strong or weak portfolio.

Week 5:

Market Risk Premium Part I

Discuss the attractiveness of a stock in terms of an investment considering discount rates and growth rate of future dividends.

Program Modules

Apply Now

Early registrations are encouraged. Seats fill up quickly!

Flexible payment options available. Learn more.