INVESTMENT MANAGEMENT: INVESTING WITH DATA AND TECHNOLOGY
Online short course
Discover the technological tools that can help you build an investment portfolio to work towards your financial goals.
6 weeks, excluding orientation.
4–6 hours of self-paced learning per week, entirely online.
Email: nusonline@getsmarter.com
Call: +65 3129 6611
ABOUT THIS COURSE
Uncertainties in business markets, politics and society show us just how critical financial security is. Yet, the global retirement savings gap is predicted to reach $400 trillion by 2050.1 This leaves a large portion of the world’s population with insufficient capital to fund their post-work years. The answer is to start investing as soon as possible. But, for many people, one of the barriers to generating wealth is simply not knowing how to.
The Investment Management: Investing With Data and Technology online short course from the National University of Singapore (NUS) Advanced Computing for Executives (ACE) is designed to ensure that the complexities surrounding finance don't stop you from growing your personal investments. Over six weeks, you’ll explore the fundamental principles of investment portfolios and dispel common misconceptions about financial concepts and investing. Covering topics including risk appetite, investment methodologies and behavioural influences, this course aims to grow your decision-making confidence and ability to manage your personal portfolio. If you're interested in data extraction and analysis automation, you'll also have the option of completing an activity that allows you to backtest your investment strategies. Whether you're looking to manage your personal investments or upskill in your career, this course teaches you to analyse, build and rebalance a portfolio according to changing market trends.
1 World Economic Forum (Jan, 2021)
WHAT THIS COURSE COVERS
Over six weeks, you’ll gain a holistic understanding of the financial markets and explore the fundamental principles of effective investment portfolios. You’ll explore the ideal relationship between your risk appetite and investment decisions before discovering the level of risk you’re comfortable with. You’ll learn how to design your own investment portfolio and investigate how to automate your decision-making process. Finally, you’ll look at the psychology of investing, and how bias can impact your investment choices. The optional activities will help you develop the practical skills needed to use technology to automate data extraction. Through tests and strategy evaluations, you'll be able to analyse the durability of your investments.
A POWERFUL COLLABORATION
The National University of Singapore (NUS) Advanced Computing for Executives (ACE) has partnered with digital learning expert GetSmarter to take its transformative education and multidisciplinary research online. In keeping with its mission to educate, inspire and transform, NUS hopes to equip participants worldwide with the knowledge and skills to shape a better tomorrow.
About NUS
Founded in 1905, NUS started with just 23 students. Over 100 years later, it has established itself as Singapore’s flagship university, with a continued commitment to academic excellence and the betterment of society as a whole. As a future-focused university with innovation at the core of its values, NUS strives to prepare individuals for a future that demands resilience and adaptability.
About ACE
Aimed at equipping business leaders and information communication technology (ICT) professionals with the skills to thrive in the digital world, ACE focuses on emerging technology and how organisations can harness it to gain a competitive edge. As part of the NUS School of Computing, ACE gives participants an opportunity to learn about the technologies transforming business and society, with insights from leading researchers and practitioners.
About GetSmarter
GetSmarter, a 2U, Inc. brand, partners with the world's leading universities and institutions to select, design and deliver premium online short courses with a data-driven focus on learning gain.
Technology meets academic rigour in GetSmarter’s people-mediated model, which enables lifelong learners across the globe to obtain industry-relevant skills that are certified by the world’s most reputable academic institutions.
As a participant, you will also gain unlimited access to 2U’s Career Engagement Network at no extra cost. This platform will provide you with valuable career resources and events to support your professional journey. You can look forward to benefits including rich content, career templates, webinars, workshops, career fairs, networking events, panel discussions and exclusive recruitment opportunities to connect you with potential employers.*
*Some of these events may be virtual due to COVID-19 pandemic restrictions.
WHAT YOU’LL LEARN
You’ll be welcomed to the course and begin connecting with fellow participants, while exploring the navigation and tools of your Online Campus. Be alerted to key milestones in the learning path, and review how your results will be calculated and distributed.
You’ll be required to complete your participant profile, confirm your email address for the delivery of your digital certificate and submit a digital copy of your passport/identity document.
Please note that module titles and their contents are subject to change during course development.
Learn the basic features of financial markets and investment approaches to analyse investment opportunities.
- Recognise the features of financial markets and the associated instruments
- Identify the risks related to different financial instruments
- Indicate your appetite for risk compared to other investors
- Review the types of orders used to make investments through an exchange
- Determine the key differences between fundamental and technical analysis
Explore the ideal relationship between your risk appetite and investment decisions.
- Describe your risk appetite when constructing your investment pyramid
- Research financial information to inform your investment decisions
- Interpret key lessons from experienced traders to inform your investment strategy
- Evaluate investments according to your risk appetite
Learn how to design your own investment portfolio.
- Explain how risk and returns affect investment decisions
- Calculate financial metrics to inform your analysis of an investment
- Estimate the value created by an investment using traditional finance models
- Develop an investment portfolio associated with your risk appetite
Discover how to automate your investment decision-making process.
- Identify how Python can be used to automate the investment process
- Practise using data and technology to automate the investment decision-making process
- Design an optimal investment portfolio using an automated approach
Learn how to backtest your investment strategy and make it more robust.
- Review technical indicators to test the potential of your investment strategy
- Interpret the output of a backtester to ensure a robust investment strategy
- Determine the efficacy of a backtester in evaluating an investment strategy
Explore the human element of investing and the impact of bias on decision-making.
- Explain the effects of behavioural finance on market dynamics and investments
- Articulate the impact of different types of biases on effective financial decision-making
- Recommend investment strategies to mitigate risks caused by irrational behaviour
- Evaluate areas of improvement in an investment portfolio
WHO SHOULD TAKE THIS COURSE
This course is designed for anyone who wants to be more secure in their finances, make better decisions aligned with their risk profile and have the confidence to manage an investment portfolio. Tech-savvy individuals will find value in the optional activities, through which they can learn about automated data extraction and analyses. Professionals working in finance, investment, consulting, or advisory who are looking to brush up or formalise their skills will also benefit from this course.
This course is for you if you want to:
Understand the markets
Learn the fundamental terms, principles and best practices required to work towards your financial goals and build a robust investment portfolio
Manage your investments
Equip yourself with the tools and skills needed to confidently manage your portfolio, such as investment methodologies and data sources and analysis
Make informed decisions
Align your investment choices with your risk appetite using technology to automate, test and analyse strategies and financial data.
ABOUT THE CERTIFICATE
Earn a digital certificate of professional achievement from the National University of Singapore (NUS) Advanced Computing for Executives (ACE) as recognition of your newly developed skills.
Assessment is continuous and based on a series of practical assignments completed online. In order to be issued with your digital certificate, you’ll need to meet the requirements outlined in the course handbook. The handbook will be made available to you as soon as you begin the course.
Your digital certificate will be issued in your legal name and sent to you upon successful completion of the course, as per the stipulated requirements.
WHO YOU’LL LEARN FROM
This subject matter expert from NUS guides the course design and appears in a number of course videos, along with a variety of industry professionals.
Your Course Convenor
Mr Shashank Shekhar Tripathi
Educator, Department of Information Systems and Analytics (DISA), School of Computing, National University of Singapore
Mr Shashank Shekhar Tripathi holds the designations of Chartered Market Technician (CMT) and Certified Financial Technician (CFTe). His teaching modules include Systematic Trading and Application Development at both the executive and undergraduate levels. Before joining academia, Shashank worked as a senior software engineer at the NUS FinTech Lab, where he managed algorithmic trading projects and developed financial technology applications. He also has vast experience in the oil and gas industry in corporate finance, financial evaluations, and simulations. He is interested in financial markets, blockchain technology and data analytics. Shashank researches extensively to design, develop and test strategies for algorithmic trading utilising machine learning, fundamental analysis and technical analysis. He is an experienced educator and consultant in data visualisation, robotic process automation and systematic trading.
HOW YOU’LL LEARN
Every course is broken down into manageable, weekly modules designed to accelerate your learning process through diverse activities:
- Work through your downloadable and online instructional material
- Interact with your peers and learning facilitators through weekly class-wide forums and reviewed small group discussions
- Enjoy a wide range of interactive content, including video lectures, infographics, live polls and more
- Investigate rich, real-world case studies
- Apply what you learn each week to quizzes and ongoing project submissions, culminating in the ability to build an investment portfolio that's suited to your needs.
YOUR SUCCESS TEAM
GetSmarter, with whom NUS is collaborating to deliver this online course, provides a personalised approach to online education that ensures you’re supported throughout your learning journey.
Head Tutor
A subject expert who’ll guide you through content-related challenges.
Success Advisor
Your one-on-one support, available during university hours (8am–5pm SST), to resolve technical and administrative challenges.
Global Success Team
Available 24/7 to solve your tech-related and administrative queries and concerns.
TECHNICAL REQUIREMENTS
Basic requirements
In order to complete this course, you’ll need a current email account and access to a computer and the internet, as well as a PDF Reader. You may need to view Microsoft PowerPoint presentations, and read and create documents in Microsoft Word or Excel.
Browser requirements
We recommend that you use Google Chrome as your internet browser when accessing the Online Campus. Although this isn’t a requirement, we’ve found that this browser performs best for ease of access to course material. This browser can be downloaded here.
Additional requirements
Certain courses may require additional software and resources. These additional software and resource requirements will be communicated to you upon registration and/or at the beginning of the course. Please note that Google, Vimeo and YouTube may be used in our course delivery, and if these services are blocked in your jurisdiction, you may have difficulty in accessing course content. Please check with an Enrolment Advisor before registering for this course if you have any concerns about this affecting your experience with the Online Campus.
