
Learn about the fundamentals of stock exchanges, the history and significance of the Amsterdam Stock Exchange and the difference between primary and secondary markets
Learn how the first stock indices, created by Charles Dow, revolutionized market tracking and paved the way for the S&P 500.
Learn why the S&P 500 is the world’s most tracked index through its broad representation, market weighting, and reliability.
Learn the key eligibility criteria for S&P 500 inclusion and how top-performing and underperforming companies impact the index.
Learn how different sectors within the S&P 500 perform over time balancing risk and reward.
Learn how investors passively invest in the S&P 500 through ETFs and index funds, gaining broad market exposure.
Learn about six iShares ETFs that provide exposure to the S&P 500, focusing on key differences like dividend distribution, currency risk, hedging, and swap structures.
Learn about an ETF that replicates the S&P 500 by directly owning its stocks.
Review all the terms mentioned in Section 3.
Learn about the factors influencing financial markets in 2008.
Learn about the key contributors to the bull run of 2009 to 2020.
Learn how pandemic re-shaped the economy and its effects on financial markets.
Learn about the key influencing factors post-pandemic.
Learn why passive investing often outperforms active management.
Learn why active investing struggles to beat the market.
Learn how Active Share helps measure a fund’s potential to outperform.
What You’ll Learn:
Market Basics: Understand the role of stock markets and how indices like the S&P 500 are structured and tracked.
S&P 500 Fundamentals: Explore the index’s key constituents, sector performance, and why it’s a cornerstone of global investing.
Passive Investing Strategies: Learn how to gain exposure to the S&P 500 through ETFs and understand the differences between hedged, swap, and foreign currency ETFs.
Key Market Drivers: Analyze major events that influenced the S&P 500’s performance, including the 2008 financial crisis, the 2020 pandemic, and post-pandemic challenges like inflation and rate hikes.
Active vs. Passive Debate: Dive into groundbreaking studies to evaluate whether active management can outperform the S&P 500 in the long-term.
Who This Course Is For:
Professionals Outside of Finance: Gain valuable market insights even without a financial background.
Finance, Economics, Accounting, and Business Students: Build a strong foundation for academic and professional growth.
Aspiring Investors: Develop expertise in ETFs and passive index investing.
Curious Learners: Explore ETFs, market dynamics, and the active vs. passive investment debate with clarity and depth.
This course provides practical knowledge and insights into the S&P 500’s relevance in global investing, ensuring you are equipped with the tools to confidently analyze markets and select ETFs for long-term success. Whether you're a beginner or advancing your skills, this course has something for everyone.