融躍教育

習題強化班

• 1.Capital Market Expectations

  • Module 1 Part 1: Framework and Macro Considerations

    

  • Module 2 Part 2: Forecasting Asset Class Returns

    

• 2.Asset Allocation and Related Decisions in Portfolio Management

  • Module 1 Overview of Asset Allocation

    

  • Module 2 Principles of Asset Allocation

    

  • Module 3 Asset Allocation with Real-World Constraints

    

• 3.Derivatives and Currency Management

  • Module 1 Options Strategies

    

  • Module 2 Swaps, Forwards, and Futures Strategies

    

  • Module 3 Currency Management: An Introduction

    

• 4.Fixed-Income Portfolio Management

  • 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

    

• 5.Equity Portfolio Management

  • 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

    

• 6.Alternative Investments for Portfolio Management

  • Module 1 Hedge funds

    

  • Module 2 Asset allocation to alternative investments

    

• 7.Private Wealth Management

  • Module 1 Overview of Private Wealth Management

    

  • Module 2 Topics in Private Wealth Management

    

  • Module 3 Risk Management for Individuals

    

• 8.Portfolio Management for Institutional Investors

  • Module 1 Portfolio Management for Institutional Investors

    

• 9.Trading, Performance Evaluation, and Manager Selection

  • Module 2 Portfolio Performance Evaluation

    

  • Module 3 Investment Manager Selection

    

  • Module 1 Trade Strategy and Execution

    

• 10.Ethical and Professional Standards

  • Module 2 Guidance for Standards I–VII

    

  • Module 3 Application of the Code and Standards: Level III

    

  • Module 4 Asset Manager Code of Professional Conduct

    

  • Module 5 Overview of the Global Investment Performance Standards