COURSE OUTLINE

Session 5

ETFs

Theoretical background:

Session 7

Basics of Risk Management

Theoretical background:

Session 8

Market Indexes and Benchmarks

Theoretical background:

Session 9

Portfolio Monitoring and Rebalancing

Theoretical background:

Session 10

Introduction to Business Strategy

Theoretical background:

Session 1

WealthTech General Overview

Session 3

Risk Premia for Different Asset Classes

Theoretical background:

Session 2

Theoretical background:

Key Asset Classes (Equity, Fixed Income, Commodity, Real Estate, FX)

Session 4

The new paradiModern Portfolio Theorygm: Exponentiality

Theoretical background:

Session 6

Basics of Portfolio Management

Theoretical background:

Session 12

Key Elements of Robo-advisor Business Strategy

Practical Case:

Session 11

WealthTech Overview in Details

Practical Case:

Session 13

Robo-advisor in Details

Practical Case:

Session 14

Course Wrap-up

Session 15

Project Presentations

Final Exam: