详情介绍
课程大纲
{in name="user_id" value="21644"} {/ in}课程试听 推荐
1.Asset Allocation
M1 Part 1: Framework and Macro Considerations
M2 Part 2: Forecasting Asset Class Returns
M3 Overview of AA
M4 Principles of AA
M5 Real-world constraints
2.Portfolio Construction
M1 Overview of Equity Portfolio Management
M2 Overview of Fixed-Income Portfolio Management
M3 Asset Allocation to Alternative Investments
M4 An Overview of Private Wealth Management
M5 Portfolio Management for Institutional Investors
M6 Trading Costs and Electronic Markets
3.Performance Measurement
M1 Portfolio Performance Evaluation
M2 Investment Manager Selection
M3 Overview of the Global Investment PerformanceStandards
4.Derivatives and Risk Management
Module 1 Options Strategies
Module 2 Swaps, Forwards, and Futures Strategies
Module 3 Currency Management: An Introduction
5.Ethical and Professional Standards
M1 Code of Ethics and Standards of Professiona
M2 Guidance for Standards I–VII
M3 Application of the Code and Standards Level III
M4 Asset Manager Code of Professional Conduct
6.Portfolio Management（三选一）
M7 Trade Strategy and Execution
M6 Fixed-Income Active Management: Credit Strategies
M5 Yield Curve Strategies
M4 Liability-Driven and Index-Based Strategies
M1 Index-Based Equity Strategies
M2 Active Equity Investing: Strategies
M3 Active Equity Investing: Portfolio Construction
7.Private Markets Pathway（三选一）
M1 Private Investments and Structures
M2 General Partner and Investor Perspectives and the Investment Process
M3 Private Equity
M4 Private Debt
M5 Private Special Situations
M6 Private Real Estate Investments
M7 Infrastructure
8.Private Wealth Pathway（三选一）
Module 1 The Private Wealth Management Industry
Module 2 Working With the Wealthy
Module 3 Wealth Planning
Module 4 Investment Planning
Module 5 Preserving the Wealth
Module 6 Advising the Wealthy
Module 7 Transferring the Wealth
