融躍教育

Reading 1 The Behavioral Biases of Individuals

Reading 2 Behavioral Finance and Investment Processes

Reading 3 Capital Market Expectations, Part 1 Framework and Macro Considerations

Reading 4 Capital Market Expectations, Part 2 Forecasting Asset Class Returns

Reading 5 Overview of Asset Allocation

Reading 6 Principles of Asset Allocation

Reading 7 Asset Allocation with Real-World Constraints

Reading 8 Options Strategies

Reading 9 Swaps, Forwards, and Futures Strategies

Reading 10 Currency Management: An Introduction

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

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

Reading 19 Hedge Fund Strategies

Reading 20 Asset Allocation to Alternative Investments

Introduction

Reading 21 Overview of Private Wealth Management

Reading 22 Topics in Private Wealth Management

Reading 23 Risk Management for Individuals

Reading 24 Portfolio Management for Institutional Investors

Reading 25 Trade Strategy and Execution

Reading 26 Portfolio Performance Evaluation

Reading 27 Investment Manager Selection

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

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

Reading 1 The Behavioral Biases of Individuals

Reading 2 Behavioral finance

Reading 3 Capital Market Expectations, Part 1: Framework and Macro Considerations

Reading 4 Capital Market Expectations, Part 2: Forecasting Asset Class Returns

Reading 5 Overview of Asset Allocation

Reading 6 Principles of Asset Allocation

Reading 7 Asset Allocation with Real-World Constraints

Reading 8 Options Strategies

Reading 9 Swaps, Forwards, and Futures Strategies

Reading 10 Currency Management: An Introduction

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

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

Reading 19 Hedge Funds

Reading 20 Asset allocation to alternative investments

Reading 21 Overview of Private Wealth Management

Reading 22 Topics in Private Wealth Management

Reading 23 Risk Management for Individuals

Reading 24 Portfolio Management for Institutional Investors

Reading 25 Trade Strategy and Execution

Reading 26 Portfolio Performance Evaluation

Reading 27 Investment Manager Selection

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

Reading 1 The Behavioral Biases of Individuals

Reading 2 Behavioral Finance and Investment Processes

Reading 3 Capital Market Expectations, Part 1: Framework and Macro Considerations

Reading 4 Capital Market Expectations, Part 2: Forecasting Asset Class Returns

Reading 5 Overview of Asset Allocation

Reading 6 Principles of Asset Allocation

Reading 7 Asset Allocation with Real-World Constraints

Reading 8 Options Strategies

Reading 9 Swaps, Forwards, and Futures Strategies

Reading 10 Currency Management- An Introduction

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

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

Reading 19 Hedge Funds

Reading 20 Asset allocation to alternative investments

Reading 21 Overview of Private Wealth Management

Reading 22 Topics in Private Wealth Management

Reading 23 Risk Management for Individuals

Reading 24 Portfolio Management for Institutional Investors

Reading 25 Trade strategy and execution

Reading 26 Portfolio performance evaluation

Reading 27 Investment manager selection

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

Behavioral Finance

Capital Market Expectations

Asset Allocation and Related Decisions in Portfolio Management

Derivatives and Currency Management

Fixed-Income Portfolio Management

Equity Portfolio Management

Alternative Investments for Portfolio Management

Private Wealth Management

Portfolio Management for Institutional Investors

Trading, Performance Evaluation, and Manager Selection

Ethical and Professional Standards

資本市場(chǎng)預(yù)期沖刺

資產(chǎn)配置沖刺

衍生品沖刺

固定收益沖刺

權(quán)益投資沖刺

另類(lèi)投資沖刺

個(gè)人IPS沖刺

機(jī)構(gòu)IPS沖刺

資產(chǎn)組合管理沖刺

道德沖刺

道德串講

Module 1 Trade Strategy and Execution

Module 2 Portfolio Performance Evaluation

Module 3 Investment Manager Selection

Module 1 Portfolio Management for Institutional Investors

Module 1 Overview of Private Wealth Management

Module 2 Topics in Private Wealth Management

Module 3 Risk Management for Individuals

Module 1 Hedge funds

Module 2 Asset allocation to alternative investments

Module 1 Introduction to Equity Portfolio Management

Module 2 Passive Equity Investing

Module 3 Active Equity Investing: Strategies

Module 4 Active Equity Investing: Portfolio Construction

Module 1 Overview of Fixed- Income Portfolio Management

Module 2 Liability- Driven and Index- Based Strategies

Module 3 Yield Curve Strategies

Module 4 Fixed- Income Active Management: Credit Strategies

Module 1 Options Strategies

Module 2 Swaps, Forwards, and Futures Strategies

Module 3 Currency Management: An Introduction

Module 1 Part 1: Framework and Macro Considerations

Module 2 Part 2: Forecasting Asset Class Returns

Module 3 Asset Allocation with Real-World Constraints

Module 2 Principles of Asset Allocation

Module 1 Overview of Asset Allocation

2016年經(jīng)濟(jì)學(xué)真題

2017年經(jīng)濟(jì)學(xué)真題

2018年經(jīng)濟(jì)學(xué)真題

2016年資產(chǎn)配置真題

2017年資產(chǎn)配置真題

2018年資產(chǎn)配置真題

2016年固定收益真題

2017年固定收益真題

2018年固定收益真題

2016年權(quán)益投資真題

2018年權(quán)益投資真題

2017年另類(lèi)投資真題

2016年個(gè)人IPS真題

2017年個(gè)人IPS真題

2018年個(gè)人IPS真題

2016年機(jī)構(gòu)IPS真題

2017年機(jī)構(gòu)IPS真題

2018年機(jī)構(gòu)IPS真題

2016年資產(chǎn)管理真題

2017年資產(chǎn)管理真題

2018年資產(chǎn)管理真題

2016年Case真題

2017年Case真題

2018年Case真題

串講復(fù)習(xí)

習(xí)題解析

Module 1.1 Cognitive Errors v Emotional Biases

Module 1.2 Emotional Biases

Module 2.1 Classifying Investors

Module 2.2 Implications Clients and Their Portfolios

Module 2.3 Implications Other

Module 3.1 Forecasting Capital Market Expectations

Module 3.2 The Trend Rate of Growth

Module 3.3 The Business Cycle

Module 3.4 Monetary and Fiscal Policy

Module 4.1 Forecasting Fixed Income Returns

Module 4.2 Emerging Market Bond Risk

Module 4.3 Forecasting Equity Returns

Module 4.4 The Risk Premium Approach

Module 4.5 Forecasting Real Estate Returns

Module 4.6 Exchange Rate Forecasting

Module 4.7 Volatility Forecasting

Module 4.8 Global Portfolio Adjustments

Module 5.1 Investment Governance

Module 5.2 Economic Balance Sheet

Module 5.3 Approaches to Asset Allocation

Module 5.4 Allocation by Asset Class or Risk Factor

Module 5.5 Example Strategic Asset Allocation

Module 5.6 Other Approaches and Issues

Module 6.1 Basic MVO

Module 6.2 Reverse Optimization Black Litterman Resampling and Other Approaches

Module 6.3 Example

Module 6.4 Issues for Individuals

Module 6.5 A Risk Budgeting Approach

Module 6.6 An ALM Approach

Module 6.7 Goals-based ans Misecaneous Aproaches

Module 6.8 Rebalancing policy

Module 7.1 Real World Issues

Module 7.2 Adjusting the SAA

Module 7.3 Behavioral Issues

Module 8.1 Options Basics

Module 8.2 Synthetic Positions Using Options

Module 8.3 Covered Calls

Module 8.4 Protective Puts

Module 8.5 Options as a Hedge of a Short Position

Module 8.6 Collars

Module 8.7 Straddles

Module 8.8 Spreads

Module 8.9 Delta and Gamma

Module 8.10 Theta and Vega

Module 8.11 Volatility Skew and Smile

Module 8.12 Applications

Module 9.1 Managing IRR—IRS FRA IRF

Module 9.2 Managing Currency Exposure

Module 9.3 Managing Equity Risk

Module 9.4 Derivatives on Volatility

Module 9.5. (Uses of) Derivatives in Portfolio Management

Module 10.1 Managing currency exposure

Module 10.2 Active strategies fundamentals and technical

Module 10.3 Active strategies carry and volatility trading

Module 10.4 Implementation and forwards

Module 10.5 Implementation and options

Module 10.6 More advanced implementation issues

Module 11.1 Role of Fixed Income

Module 11.2 Modeling Return

Module 11.3 Leverage and Tax Issues

Module 12.1 LDI Basics

Module 12.2 Managing a Duration Gap

Module 12.3 Advanced Strategies

Module 12.4 Risks

Module 12.5 Index Based Investing

Module 13.1 Yield Curve Dynamics Trades for a Static Yield Curve

Module 13.2 Trades for a Dynamic Yield Curve

Module 13.3 Yield Curve Volatility Strategies Key Rate Duration

Module 13.4 Active Management Across Currencies Evaluating Yield Curve Strategies

Module 14.1 Credit risk and Credit Spread

Module 14.2 Credit Spread Measures

Module 14.3 Bottom Up and Top Down Credit Strategies

Module 14.4 Liquidity and Tail Risk

Module 14.5 Credit Default Swaps and Synthetic Strategies

Module 14.6 Global Credit Strategies Structured Credit and Fixed Income Analytics

Module 15.1 Equity Investment Roles

Module 15.2 Portfolio Income and Costs Shareholder Engagement Passive Active Management

Module 16.1 Benchmarks

Module 16.2 Approaches to Passive Investing

Module 16.3 Tracking Error Return and Risk

Module 17.1 Fundamental vs Quantitative Approaches

Module 17.2 Types of Active Management Strategies

Module 17.3 Other Strategies

Module 17.4 Equity Investment Style Classification

Module 18.1 Building Block of Active Equity Portfolio Construction

Module 18.2 Active Share and Active Risk

Module 18.3 Allocating the Risk Budget

Module 18.4 Implicit Cost-Related Considerations in Portfolio Construction

Module 18.5 The Well-Constructed Portfolio

Module 19.1 Overview of Hedge Fund Strategies

Module 19.2 M2_Equity Event-Driven and Relative Value Strategies

Module 19.3 Opportunistic Specialist and Milt Manager Strategies

Module 19.4 Factor Models and Portfolio Impact of Hedge Funds

Module 20.1 Role of Alternative Investments

Module 20.2 Considerations in Allocating to Alternative Investments

Module 20.3 Suitability Approaches Liquidity and Monitoring in Allocating to Alternative Investment

Module 21.1 Investment Concerns of Private Clients and Institutions

Module 21.2 Info and Skills Needed When Advising Private Clients

Module 21.3 Formulating Client Goals and Evaluating Risk Tolerance

Module 21.4 Capital Sufficiency Analysis for Client Goals

Module 21.5 Principles of Retirement Planning

Module 21.6 The Investment Policy Statement

Module 21.7 Portfolio Construction

Module 21.8 Portfolio Reporting and Review and Evaluating an Investment Program

Module 21.9 Ethical and Compliance Considerations

Module 22.1 Approaches to Taxation

Module 22.2 Tax Location

Module 22.3 Concentrated Positions

Module 22.4 Gift and Estate Planning

Module 22.5 Estate Planning and Family Governance

Module 23.1 Human and financial capital

Module 23.2 Risks and Insurance

Module 23.3 Life Insurance

Module 23.4 Annuities

Module 23.5 Comprehensive example and review

Module 24.1 Overview of Institutional Investors

Module 24.2 Pension Funds

Module 24.3 Sovereign Wealth Funds

Module 24.4 University Endowments and Private Foundations

Module 24.5 Banks and Insurers

Module 24.6 Banks and Insurers Balance Sheet Management and Investment Considerations

Module 25.1 Trade Motivations

Module 25.2 Reference Price Benchmarks for Trade Execution

Module 25.3Trade Execution and Strategy Implementation

Module 25.4 Trade Cost Measurement

Module 25.5 Evaluating Trade Execution

Module 26.1 Performance Evaluation

Module 26.2 Approaches to Return Attribution

Module 26.3 Benchmarking Investments and Managers

Module 26.4 Performance Appraisal

Module 27.1 Manager Selection Process

Module 27.2 Approaches to Manager Analysis

Module 27.3 Evaluating Managers

Module 27.4 Manager Contracts and Fees

Module 28.1 Managing Liquidity Risk

Module 28.2 Addressing Liquidity Needs

Module 28.3 Modifying Asset Allocation

Module 29.1 Early Career Stage

Module 29.2 Career Development Stage

Module 29.3 Peak Accumulation Stage

Module 29.4 Early Retirement Stage

Module 30.1 Financial Risks Faced by Institutional Investors

Module 30.2 Enterprise Risk Management

Module 30.3 Environmental and Social Risks Faced by Institutional Investors

Module 30.4 Case Sudy

Module 31.1 Code and Standards

Module 32.1 Standard IA B

Module 32.2 Standard IC D

Module 32.3 Standard II

Module 32.4 Standard IIIA B

Module 32.5 Standard IIIC D E

Module 32.6 Standard IV

Module 32.7 Standard V

Module 32.8 Standard VI

Module 32.9 Standard VII

Module 33.1 Cases

Module 34.1 The Asset Manager Code

Module 35.1 GIPS Overview

Module 35.2 Compliance Fundamentals

Module 35.3 Return Calculations

Module 35.4 Composites

Module 35.5 GIPS Presentation and Reporting

Module 35.6 The Valuation Hierarchy

Module 35.7 GIPS Verification