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Level
College
Price
Free
None
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Yes
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In this Capstone project, you will have to choose between three different characters (each with a unique set of financial constraints and objectives) and design an appropriate wealth plan for them over the next 5 years. You will have to use the knowledge you gained in each of the four preceding courses to reach that objective. Indeed, you will need to know which assets to consider and how to manage them depending on changes in the economic outlook (Course 1), how to evaluate and deal with your character’s emotional biases in order to suggest them a wealth strategy they will be able to follow (Course 2), how to build an optimal portfolio and manage its risk once the strategy has been designed (Course 3) and how to adequately measure the performance of your plan while taking advantage of investment vehicles and future trends in the investment management industry to further your character’s goals (Course 4). This Capstone project was designed in collaboration with UBS, our corporate partner, who benefits from years of experience in guiding clients with their wealth planning.
Posted
Mar 2023
This resource has religious influence.
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Founded in 1559, the University of Geneva enjoys worldwide recognition and ranks amongst the top 100 best universities in the world. A polyvalent institution, it fosters the emergence of inter- and multidisciplinary fields in both research and teaching. It constantly strengthens its links with international Geneva, whilst contributing to the cultural, social and economic development of the region, notably through the promotion of research and its expertise in a wide range of fields.
UNIGE offers more than 500 programmes (including 136 Bachelor’s and Master’s degree programmes, 87 doctoral programmes) and 343 continuing education programmes covering an extremely wide variety of fields: exact sciences, medicine, humanities, social sciences, law, etc.
Its domains of excellence in research include life sciences (molecular biology, bio-informatics), physics of elementary particles, and astrophysics. UNIGE is also host and co-host to seven National Centres of Competence in Research: Frontiers in Genetics, MaNEP, PlanetS, SwissMap, Chemical Biology, Synaptic Bases of Mental Diseases and LIVES-Overcoming vulnerabilities in a life course perspective.
Just like the city of Geneva itself, the University enjoys a strong international reputation, both for the quality of its research (it ranks among the top institutions among the League of European Research Universities) and the excellence of its education. This acclaim has been won in part due to its strong ties to many national and international Geneva-based organizations, such as the World Health Organization, the International Telecommunications Union, the International Committee of the Red Cross, and the European Organization for Nuclear Research.
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