融躍教育

基礎精講班

• 1.Private Wealth Pathway

• 2.Ethical and Professional Standards

• 3.Derivatives and Currency Management

  • Module 1 Options Strategies

    

  • Module 2 Swaps, Forwards, and Futures Strategies

    

  • Module 3 Currency Management: An Introduction

    

• 4.Performance Measurement

  • M1 Portfolio Performance Evaluation

    

  • M2 Investment Manager Selection

    

  • M3 Overview of the Global Investment Performance Standards

    

• 5.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

    

  • M7 Case Study in Portfolio Management: Institutional (SWF)

    

• 6.Asset Allocation