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详情介绍
课程大纲
{in name="user_id" value="21644"} {/ in}课程试听 推荐
1.Behavioral Finance
Reading 1 The Behavioral Biases of Individuals
Reading 2 Behavioral Finance and Investment Processes
2.Capital Market Expectations
Reading 3 Capital Market Expectations, Part 1 Framework and Macro Considerations
Reading 4 Capital Market Expectations, Part 2 Forecasting Asset Class Returns
3.Asset Allocation and Related Decisions in Portfolio Management
Reading 5 Overview of Asset Allocation
Reading 6 Principles of Asset Allocation
Reading 7 Asset Allocation with Real-World Constraints
4.Derivatives and Currency Management
Reading 8 Options Strategies
Reading 9 Swaps, Forwards, and Futures Strategies
Reading 10 Currency Management: An Introduction
5.Fixed-Income Portfolio Management
Reading 11 Overview of Fixed- Income Portfolio Management
Reading 12 Liability- Driven and Index- Based Strategies
Reading 13 Yield Curve Strategies
Reading 14 Fixed- Income Active Management Credit Strategies
6.Equity Portfolio Management
Reading 15 Overview of Equity Portfolio Management
Reading 16 Passive Equity Investing
Reading 17 Active Equity Investing: Strategies
Reading 18 Active Equity Investing: Portfolio Construction
7.Alternative Investments for Portfolio Management
Reading 19 Hedge Fund Strategies
Reading 20 Asset Allocation to Alternative Investments
8.Private Wealth Management
Introduction
Reading 21 Overview of Private Wealth Management
Reading 22 Topics in Private Wealth Management
Reading 23 Risk Management for Individuals
9.Portfolio Management for Institutional Investors
Reading 24 Portfolio Management for Institutional Investors
10.Trading, Performance Evaluation, and Manager Selection
Reading 25 Trade Strategy and Execution
Reading 26 Portfolio Performance Evaluation
Reading 27 Investment Manager Selection
11.Cases in Portfolio Management and Risk Management
Reading 28 Case Study in Portfolio Management Institutional
Reading 29 Case Study in Risk Management: Private Wealth
Reading 30 Integrated Cases in Risk Management: Institutional
12.Ethical and Professional Standards
Reading 31 Code of Ethics and Standards of Professional Conduct
Reading 32 Guidance for Standards I–VII
Reading 33 Application of the Code and Standards: Level III
Reading 34 Asset Manager Code of Professional Conduct
Reading 35 Overview of the Global Investment Performance Standards
1.Behavioral Finance
Reading 1 The Behavioral Biases of Individuals
Reading 2 Behavioral finance
2.Capital Market Expectations
Reading 3 Capital Market Expectations, Part 1: Framework and Macro Considerations
Reading 4 Capital Market Expectations, Part 2: Forecasting Asset Class Returns
3.Asset Allocation and Related Decisions in Portfolio Management
Reading 5 Overview of Asset Allocation
Reading 6 Principles of Asset Allocation
Reading 7 Asset Allocation with Real-World Constraints
4.Derivatives and Currency Management
Reading 8 Options Strategies
Reading 9 Swaps, Forwards, and Futures Strategies
Reading 10 Currency Management: An Introduction
5.Fixed-Income Portfolio Management
Reading 11 Overview of Fixed-Income Portfolio Management
Reading 12 Liability-Driven and Index-Based Strategies
Reading 13 Yield Curve Strategies
Reading 14 Fixed-Income Active Management: Credit Strategies
6.Equity Portfolio Management
Reading 15 Introduction to Equity Portfolio Management
Reading 16 Passive Equity Investing
Reading 17 Active Equity Investing:Strategies
Reading 18 Active Equity Investing:Portfolio Construction
7.Alternative Investments for Portfolio Management
Reading 19 Hedge Funds
Reading 20 Asset allocation to alternative investments
8.Private Wealth Management
Reading 21 Overview of Private Wealth Management
Reading 22 Topics in Private Wealth Management
Reading 23 Risk Management for Individuals
9.Portfolio Management for Institutional Investors
Reading 24 Portfolio Management for Institutional Investors
10.Trading, Performance Evaluation, and Manager Selection
Reading 25 Trade Strategy and Execution
Reading 26 Portfolio Performance Evaluation
Reading 27 Investment Manager Selection
11.Ethical and Professional Standards
Reading 32 Guidance for Standards I–VII
Reading 33 Application of the Code and Standards: Level III
Reading 34 Asset Manager Code of Professional Conduct
Reading 35 Overview of the Global Investment Performance Standards
1.Behavioral Finance
Reading 1 The Behavioral Biases of Individuals
Reading 2 Behavioral Finance and Investment Processes
2.Capital Market Expectations
Reading 3 Capital Market Expectations, Part 1: Framework and Macro Considerations
Reading 4 Capital Market Expectations, Part 2: Forecasting Asset Class Returns
3.Asset Allocation and Related Decisions in Portfolio Management
Reading 5 Overview of Asset Allocation
Reading 6 Principles of Asset Allocation
Reading 7 Asset Allocation with Real-World Constraints
4.Derivatives and Currency Management
Reading 8 Options Strategies
Reading 9 Swaps, Forwards, and Futures Strategies
Reading 10 Currency Management- An Introduction
5.Fixed-Income Portfolio Management
Reading 11 Overview of Fixed- Income Portfolio Management
Reading 12 Liability- Driven and Index- Based Strategies
Reading 13 Yield Curve Strategies
Reading 14 Fixed- Income Active Management- Credit Strategies
6.Equity Portfolio Management
Reading 15 Overview of Equity Portfolio Management
Reading 16 Passive Equity Investing
Reading 17 Active Equity Investing Strategies
Reading 18 Active Equity Investing Portfolio Construction
7.Alternative Investments for Portfolio Management
Reading 19 Hedge Funds
Reading 20 Asset allocation to alternative investments
8.Private Wealth Management
Reading 21 Overview of Private Wealth Management
Reading 22 Topics in Private Wealth Management
Reading 23 Risk Management for Individuals
9.Portfolio Management for Institutional Investors
Reading 24 Portfolio Management for Institutional Investors
10.Trading, Performance Evaluation, and Manager Selection
Reading 25 Trade strategy and execution
Reading 26 Portfolio performance evaluation
Reading 27 Investment manager selection
11.Ethical and Professional Standards
Reading 31&Reading 32 Guidance for Standards I–VII
Reading 34 Asset Manager Code of Professional Conduct
Reading 35 Overview of the Global Investment Performance Standards
1.Behavioral Finance
Behavioral Finance
2.Capital Market Expectations
Capital Market Expectations
3.Asset Allocation and Related Decisions in Portfolio Management
Asset Allocation and Related Decisions in Portfolio Management
4.Derivatives and Currency Management
Derivatives and Currency Management
5.Fixed-Income Portfolio Management
Fixed-Income Portfolio Management
6.Equity Portfolio Management
Equity Portfolio Management
7.Alternative Investments for Portfolio Management
Alternative Investments for Portfolio Management
8.Private Wealth Management
Private Wealth Management
9.Portfolio Management for Institutional Investors
Portfolio Management for Institutional Investors
10.Trading, Performance Evaluation, and Manager Selection
Trading, Performance Evaluation, and Manager Selection
11.Ethical and Professional Standards
Ethical and Professional Standards
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