基礎(chǔ)班

• 1.Behavioral Finance

  • Reading 1 The Behavioral Biases of Individuals

    

  • Reading 2 Behavioral Finance and Investment Processes

    

• 2. Capital Market Expectations

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

    

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

    

• 3. Asset Allocation and Related Decisions in Portfolio Management

  • Reading 5 Overview of Asset Allocation

    

  • Reading 6 Principles of Asset Allocation

    

  • Reading 7 Asset Allocation with Real-World Constraints

    

• 4.Derivatives and Currency Management

  • Reading 8 Options Strategies

    

  • Reading 9 Swaps, Forwards, and Futures Strategies

    

  • Reading 10 Currency Management: An Introduction

    

• 5. Fixed-Income Portfolio Management

  • 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

    

• 6. Equity Portfolio Management

  • 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

    

• 7. Alternative Investments for Portfolio Management

  • Reading 19 Hedge Fund Strategies

    

  • Reading 20 Asset Allocation to Alternative Investments

    

• 8.Private Wealth Management

  • Introduction

    

  • Reading 21 Overview of Private Wealth Management

    

  • Reading 22 Topics in Private Wealth Management

    

  • Reading 23 Risk Management for Individuals

    

• 9. Portfolio Management for Institutional Investors

  • Reading 24 Portfolio Management for Institutional Investors

    

• 10. Trading, Performance Evaluation, and Manager Selection

  • Reading 25 Trade Strategy and Execution

    

  • Reading 26 Portfolio Performance Evaluation

    

  • Reading 27 Investment Manager Selection

    

• 11. Cases in Portfolio Management and Risk Management

  • 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

    

• 12.Ethical and Professional Standards

  • 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