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⇱ Innovations in Investment Technology: Artificial Intelligence | Coursera

Innovations in Investment Technology: Artificial Intelligence

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Innovations in Investment Technology: Artificial Intelligence

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Included with

Gain insight into a topic and learn the fundamentals.
4.7

423 reviews

Beginner level
No prior experience required
Flexible schedule
1 week at 10 hours a week
Learn at your own pace
Gain insight into a topic and learn the fundamentals.
4.7

423 reviews

Beginner level
No prior experience required
Flexible schedule
1 week at 10 hours a week
Learn at your own pace

What you'll learn

  • Recognize the strengths and weaknesses of human financial advisors and investors.

  • Explain the business model of robo/AI-advisors.

  • Identify the relationship between identifiable firm characteristics and average returns.

  • Build a diversified portfolio based on attitudes toward risk.

Details to know

Shareable certificate

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Assessments

6 assignments

Taught in English
96%
Most learners liked this course

Build your subject-matter expertise

This course is part of the Financial Technology (Fintech) Innovations Specialization
When you enroll in this course, you'll also be enrolled in this Specialization.
  • Learn new concepts from industry experts
  • Gain a foundational understanding of a subject or tool
  • Develop job-relevant skills with hands-on projects
  • Earn a shareable career certificate

There are 4 modules in this course

Explore the evolution of AI investing and online wealth management.

Investing and managing your wealth online has never been easier, but how does AI investing work and what are the challenges? On this course, you’ll explore how technology has changed the way we invest money. You’ll consider the evolution of AI-driven online wealth management platforms, robo-advisors, and learn how they work and why they’re successful. Moving from human-based data-driven investing strategies to neural networks, you’ll assess the ability of artificial intelligence to make investment decisions and discover the role of AI and machine learning in making trading decisions.

What's included

2 videos3 readings1 discussion prompt

2 videos•Total 14 minutes
  • Fintech Innovations: Series Map and Learning Goals•6 minutes
  • Fintech Innovations: Series Introduction•8 minutes
3 readings•Total 25 minutes
  • Course Syllabus•5 minutes
  • Help Us Learn More About You!•10 minutes
  • Learning from a Case•10 minutes
1 discussion prompt•Total 10 minutes
  • Introductions•10 minutes

What's included

7 videos2 readings2 assignments1 discussion prompt

7 videos•Total 98 minutes
  • Expected Returns, Standard Deviations, and Correlation•11 minutes
  • Building an Efficient Portfolio•26 minutes
  • Diversified Investments•9 minutes
  • Exchange Traded Funds•15 minutes
  • Robo-Advisors•8 minutes
  • How do Pure Advisors & Robo-Advisors actually work?•15 minutes
  • RoboAdvising: The Value Add of Robo Advisors•16 minutes
2 readings•Total 20 minutes
  • Case Reading: Wealth Management - A Case for Innovation?•10 minutes
  • Case Reading: Wealth Management and Robo-Advising•10 minutes
2 assignments•Total 35 minutes
  • Case Discussion Participation•5 minutes
  • End of Module Quiz•30 minutes
1 discussion prompt•Total 60 minutes
  • Case Activity: Create a Retirement Plan•60 minutes

What's included

8 videos3 readings2 assignments1 discussion prompt

8 videos•Total 73 minutes
  • Stock Selection: Fundamental Analysis: The Passive Benchmark•8 minutes
  • Stock Selection: Fundamental Analysis: Manager Performance•9 minutes
  • Stock Selection Screening•11 minutes
  • Stock Selection Screening: Discovering Signals and Data Issues•9 minutes
  • Stock Selection: Neural Networks•14 minutes
  • Stock Selection: Smart Beta: What is Smart Beta?•6 minutes
  • Stock Selection Smart Beta: Creating a Smart Beta Index•8 minutes
  • Stock Selection: Smart Beta Tilts•9 minutes
3 readings•Total 30 minutes
  • Case Reading: Is Active Management Right for Us?•10 minutes
  • Case Reading: Benchmarks vs. Signals•10 minutes
  • Case Reading: Diving into Smart Betas•10 minutes
2 assignments•Total 35 minutes
  • Case Discussion Participation•5 minutes
  • End of Module Quiz•30 minutes
1 discussion prompt•Total 60 minutes
  • Case Activity: Evaluate Portfolio Performance•60 minutes

What's included

3 videos4 readings2 assignments1 discussion prompt

3 videos•Total 30 minutes
  • Demystifying the business of AI, machine learning, big data…•13 minutes
  • AI/ML in investment management: Current applications•9 minutes
  • AI/ML in investment management: Key value drivers and pitfalls•8 minutes
4 readings•Total 40 minutes
  • Case Reading: The AI Revolution Comes to BAM•10 minutes
  • Case Reading: Robots in the Stock Market•10 minutes
  • Course Feedback•10 minutes
  • Keep Learning with Michigan Online•10 minutes
2 assignments•Total 35 minutes
  • Case Discussion Participation•5 minutes
  • End of Module Quiz•30 minutes
1 discussion prompt•Total 60 minutes
  • Case Discussion•60 minutes

Earn a career certificate

Add this credential to your LinkedIn profile, resume, or CV. Share it on social media and in your performance review.

Instructors

Instructor ratings
4.7 (77 ratings)
University of Michigan
8 Courses•135,936 learners

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Learner reviews

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Showing 3 of 423

AR
·

Reviewed on Jul 23, 2020

Yeah it's been an amazing journey! I have learned the key concepts about innovations and technologies in AI investment

SS
·

Reviewed on Aug 24, 2020

Very good introduction. Would be better if it's a bit more in depth and with hands-on exercises.

SR
·

Reviewed on Mar 28, 2025

Well designed and touches every aspect of fintech(Pay-tech- Credit tech- Investech)

Frequently asked questions

To access the course materials, assignments and to earn a Certificate, you will need to purchase the Certificate experience when you enroll in a course. You can try a Free Trial instead, or apply for Financial Aid. The course may offer 'Full Course, No Certificate' instead. This option lets you see all course materials, submit required assessments, and get a final grade. This also means that you will not be able to purchase a Certificate experience.

When you enroll in the course, you get access to all of the courses in the Specialization, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile.

Yes. In select learning programs, you can apply for financial aid or a scholarship if you can’t afford the enrollment fee. If fin aid or scholarship is available for your learning program selection, you’ll find a link to apply on the description page.

Financial aid available,