概述
概述
课程列表
课程列表
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Quantitative Methods - Reading 1 The Time Value of Money
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Quantitative Methods - Reading 2 Organizing, Visualizing, and Describing Data
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Quantitative Methods - Reading 3 Probability Concepts
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Quantitative Methods - Reading 4 Common Probability Distributions
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Quantitative Methods - Reading 5 Sampling and Estimation
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Quantitative Methods - Reading 6 Hypothesis Testing
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Equity Investments - Reading 1 Market Organization and Structure
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Equity Investments - Reading 2 Security Market Indexes
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Equity Investments - Reading 3 Market Efficiency
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Equity Investments - Reading 4 Overview of Equity Securities
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Equity Investments - Reading 5 Introduction to Industry and Company Analysis
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Equity Investments - Reading 6 Equity Valuation: Concepts and Basic Tools
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Fixed Income - Reading 1 Fixed-Income Securities and Markets
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Fixed Income - Reading 2 Introduction to Fixed-Income Valuation
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Fixed Income - Reading 3 Introduction to Asset-Backed Securities
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Fixed Income - Reading 4 Understanding Fixed-Income Risk and Return
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Fixed Income - Reading 5 Fundamentals of Credit Analysis
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Alternative Investments
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Portfolio Management - Reading 1 Portfolio Management: An Overview
- Topic Framework
- Reading Overview
- Portfolio Perspective Diversification and Risk Reduction
- Portfolio Perspective Risk-return Tradeoff, Downside Protection, Modern Portfolio Theory
- Steps in Portfolio Management
- Tyeps of Investors
- The Asset Managment Indusrty
- Pooled Interest – Mutual Fund
- Pooled Interest – Type of Mutual Fund
- Pooled Interest – Other Investment Products
- Reading Summary
- 习题讲解
- 知识扩展
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Portfolio Management - Reading 2 Portfolio Risk and Return: Part I
- Reading Overview
- Money Weighted Return/IRR
- Time Weighted Return
- Other Major Return Measures and Their Applications
- Historical Return and Risk
- Risk Aversion and Portfolio Selection & The Concept of Risk Aversion
- Utility Threrory and Indifferent Curve
- Application of Utility Theory to Portfolio Return
- Portfolio of Many Risky Assets
- The Power of Diversification
- Efficient Frontier (Investme Opportunity Set and Minimum Variance Portfolios)
- Efficient Frontier (A Risk Free Asset and Many Risky Assets)
- Efficient Frontier (Optimal Investment Portfolio)
- Reading Summary
- 习题讲解
- 知识扩展
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Portfolio Management - Reading 3 Portfolio Risk and Return: Part II
- Reading Overview
- Capital Market Theory: Risk-Free and Risky Assets
- Capital Market Theory: Capital Market Line
- CML-Leveraged Portofolio
- Systematic and Nonsystematic Risk
- Return Generating Models
- Calculation and Interpretation of Beta
- Capital Asset Pricing Model Assumption and The Security Market Line
- Capital Asset Pricing Model Applications
- Beyond CAPM：Limitations AND Extension OF CAPM
- Portfolio Performance Appraisal Measures
- Appilcation of CAPM in portfolio construction
- Reading Summary
- 习题讲解
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Portfolio Management - Reading 4 Basics of Portfolio Planning and Construction
- Reading Overview
- Portfolio Planning and IPS and Major Component
- IPS Risk and Return Objective
- IPS Constrains：Liquidation
- IPS Constrains：Time Horizon
- IPS Constrains：Tax Concern
- IPS Constrains：Legal and Regualtion
- IPS Constrains：Unique Circumstances and ESG Considerations
- Gathering Client Information
- Portfolio Construction and Capital Market Expectations
- Strategic Asset Allocation
- Steps Toward an Actual Portfolio Planning and Construction
- ESG Consideration in Portfolio Planning and Constructions
- Reading Summary
- 习题讲解
- 知识扩展
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Portfolio Management - Reading 5 The Behavioral Biases of Individuals
- Reading Overview
- Cognitive Error-Categorizations of Behaviors Biased
- Cognitive Error-Conservative Bias
- Cognitive Error-Confirmation Bias
- Cognitive Error-Representative Bias
- Cognitive Error-Illution of Control
- Cognitive Error-Hindsight Bias
- Cognitive Error-Anchoring
- Cognitive Error-Mental Accounting
- Cognitive Error-Framing Bias
- Cognitive Error-Avaibility Bias
- Emotional Bias-Loss Aversion
- Emotional Bias-Overconfidence
- Emotional Bias-Self Control
- Emotional Bias-Status Quo Bias
- Emotional Bias-Endowment Bias
- Emotional Bias-Regret Aversion
- How behave finance influence market behaviour
- Reading Summary
- 习题讲解
- 知识扩展
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Corporate Issuers - Reading 1 Introduction to Corporate Governance and Other ESG Considerations
- Topic Framework
- Reading Overview
- Corporate Governance Overview
- Various Stakeholder Groups
- Principal-Agent and Other Relationships
- Stakeholder Management and Risk Mitigation
- Company Boards and Committees
- Factors in Analyzing Corporate Governance and Stakeholder Management
- Risks of Poor Governance
- Benefits of Corporate Governance
- Analyst Considerations
- ESG Considerations for Investors
- Reading Summary
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Corporate Issuers - Reading 2 Uses of Capital
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Corporate Issuers - Reading 3 Sources of Capital
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Corporate Issuers - Reading 4 Cost of Capital-Foundational Topics
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Corporate Issuers - Reading 5 Capital Structure
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Derivatives - Reading 1 Derivative Markets and Instruments
- Topic Framework
- Reading Overview
- Introduction, Definitions, and Uses of Derivatives
- The Structure of Derivative Markets
- Types of Derivatives- Forward and Futures
- Types of Derivatives – Swaps
- Summary of Forward Futures and Swaps
- Types of Derivatives- Options
- Types of Derivatives – Credit Derivatives
- Types of Derivatives – Asset-backed Securities and Hybrids
- Derivatives Underlyings
- The Purposes and Benefits of Derivatives
- Criticisms and Misuses of Derivatives
- Elementary Principles of Derivative Pricing
- Reading Summary
- 习题讲解
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Derivatives - Reading 2 Basics of Derivative Pricing and Valuation
- Reading Overview
- Pricing the Underlying
- The Principle of Arbitrage
- Pricing and Valuation of Forward Contracts
- Pricing and Valuation of Forward Contracts-Forward Rate Agreements
- Pricing and Valuation of Futures Contracts
- Pricing and Valuation of Swap Contracts
- Pricing and Valuation of Options
- Lower Limits for Prices of European Options
- Put Call Parity
- Put Call Forward Parity
- Binomial Valuation of Options
- American Option Pricing
- Reading Summary
- 习题讲解
