GenAI for Portfolio Managers: Smarter Asset Allocation

GenAI for Portfolio Managers: Smarter Asset Allocation

Instructors: Starweaver Instructor Team

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1 module

Gain insight into a topic and learn the fundamentals.

Intermediate level

Recommended experience

4 hours to complete

3 weeks at 1 hour a week

Flexible schedule

Learn at your own pace

Earn a Certificate

With paid plans

1 module

Gain insight into a topic and learn the fundamentals.

Intermediate level

Recommended experience

4 hours to complete

3 weeks at 1 hour a week

Flexible schedule

Learn at your own pace

Earn a Certificate

With paid plans

What you'll learn

Create customized IPS using GenAI to align with client goals and constraints.
Develop SAA plans by aligning asset class risk-return profiles with client goals using GenAI insights.
Utilize GenAI to identify low-correlation assets for effective diversification, minimizing portfolio risk while maximizing returns.
Optimize portfolio monitoring and rebalancing through real-time GenAI recommendations.

Skills you'll gain

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There is 1 module in this course

In this course, we’ll break down complex financial strategies using simple, practical insights. No advanced tech skills or CFA charter required! You’ll discover how Generative AI can:

1. Help you ask better questions when creating an Investment Policy Statement (IPS). 2. Simplify Strategic Asset Allocation (SAA) by matching risk-return objectives with asset choices. 3. Identify low-correlation assets for smarter diversification and reduced risk. 4. Assist in portfolio monitoring and rebalancing with real-time data insights. Learn not only how to use GenAI but also the ethical practices to build trust and compliance in portfolio management. Why GenAI for Portfolio Management? Investment firms are already using AI-driven tools for better risk management, asset allocation, and client profiling. If you’re not exploring this yet, you’re missing a critical edge. To get the most out of this course, learners should have a foundational understanding of portfolio management concepts and the need for investment analysis. While no programming skills are required, a basic ability to interact with AI tools like ChatGPT will be beneficial. If you’ve ever used a chatbot or typed a prompt to get financial insights, you’re already on the right track. This course is designed for professionals and learners across the financial ecosystem. Whether you're a portfolio manager, investment advisor, finance professional, or an educator or student eager to explore the intersection of AI and investing, this course will give you the tools to bring AI-driven insights into your portfolio strategies. It’s especially valuable for those looking to stay ahead of industry trends and enhance decision-making with emerging technologies. By the end of the course, learners will be able to harness Generative AI to improve every stage of the portfolio management process. You’ll learn to craft customized Investment Policy Statements (IPS), develop strategic asset allocations aligned with client objectives, and apply AI tools to identify low-correlation assets for better diversification. Additionally, you’ll master the use of GenAI to monitor portfolios in real-time and rebalance them as market conditions evolve—all while maintaining ethical and client-centric practices.

In this course, you’ll explore how Generative AI can elevate portfolio management without requiring advanced tech skills. You’ll learn to enhance Investment Policy Statements (IPS), optimize Strategic Asset Allocation (SAA), identify low-correlation assets for better diversification, and enable real-time monitoring and rebalancing. The course also covers ethical AI use to ensure compliance, transparency, and responsible financial decision-making.

What's included

11 videos7 readings1 assignment1 peer review3 plugins

11 videosTotal 76 minutes

Introduction and Welcome 2 minutesPreview module
Introduction to Portfolio Management 8 minutes
Understanding Client's Risk and Return Objectives 8 minutes
Drafting Investment Policy Statement (IPS) 6 minutes
Strategic Asset Allocation (SAA) 8 minutes
Understanding Diversification with AI 8 minutes
Security Selection with GenAI 7 minutes
Portfolio Monitoring with AI7 minutes
Rebalancing Strategies 8 minutes
Risk Management and Ethical Considerations 8 minutes
Congratulations and Continuous Learning Journey2 minutes

7 readingsTotal 50 minutes

Welcome to the Course: Course Overview5 minutes
An Example of an Investment Policy Statement 5 minutes
Hands On Learning (HOL): Assessing Risk & Return Objectives Based on Client’s Goals10 minutes
Strategic Asset Allocation Definition: A Practical Example 5 minutes
Hands On Learning (HOL): Developing SAA Plans and Identifying Correlation Between Asset Classes 10 minutes
Hands On Learning (HOL): Monitoring and Rebalancing Portfolios10 minutes
What's the Best Approach for Portfolio Rebalancing?5 minutes

1 assignmentTotal 20 minutes

GenAI for Portfolio Managers: Smarter Asset Allocation20 minutes

1 peer reviewTotal 60 minutes

Project: Creating IPS and Performing SAA 60 minutes

3 pluginsTotal 45 minutes

Challenges in Creating an IPS: Balancing Goals and Flexibility15 minutes
The Challenges of Diversification15 minutes
Challenges in Rebalancing and Risk Management15 minutes

Instructors

Starweaver Instructor Team

Coursera Instructor Network

344 Courses587,186 learners

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Coursera Instructor Network

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Frequently asked questions

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