白金级认可培训资质（总部）
课程试听
职业规划
ACCA中文教材
考位预约
免费资料
在线咨询
题库下载
模拟机考
CFA®成绩查询
GARP协会官方认可FRM®备考机构
-
在线咨询
-
官方热线
4008078199 -
APP下载
-
意见反馈
-
- 第 1 章 ： 资本市场预期
- 第 1 节 ： Reading 10
- 课时1：Framework and Challenges 44:28
- 课时2：Economic and Market Analysis 1 64:26
- 课时3：Economic and Market Analysis 2 89:46
- 第 2 节 ： Reading 11
- 课时4：Forecasting Fixed-Income Returns 59:44
- 课时5：Forecasting Equity and Real Estate Returns 36:07
- 课时6：Forecasting Exchange Rates 55:58
- 课时7：Forecasting Volatility and Adjusting a Global Portfolio 32:28
- 第 2 章 ： 资产配置
- 第 1 节 ： Reading12
- 免费 课时8：Framework 47:43
- 课时9：The Investment Governance Background to Asset Allocation 59:58
- 课时10：The Economic Balance Sheet and Asset Allocation 19:37
- 课时11：Strategic Asset Allocation（1） 71:30
- 课时12：Strategic Asset Allocation（2） 83:15
- 课时13：Implementation Choices 27:02
- 课时14：Rebalancing：Strategic Consideration 18:43
- 第 2 节 ： Reading 13
- 课时15：Mean-variance Optimization (1) 45:17
- 课时16：Mean-variance Optimization (2) 51:29
- 课时17：Monte Carlo Simulation 34:25
- 课时18：Reverse optimization & Black-Litterman model 41:39
- 课时19：Adding constraints beyond the budget constraints 06:56
- 课时20：Resampled mean-variance Optimization 23:45
- 课时21：Other non-normal optimization approaches 06:38
- 课时22：Allocating to less liquid asset classes 07:48
- 课时23：Risk budgeting 37:24
- 课时24：Factor-Based Asset AlIocation 11:04
- 课时25：Liability-relative asset allocation（1） 82:35
- 课时26：Liability-relative asset allocation（2） 47:29
- 课时27：Goal-based asset allocation 37:26
- 课时28：Other approaches to asset allocation 11:34
- 课时29：Rebalancing 08:41
- 第 3 节 ： Reading14
- 课时30：Constraints in Asset Allocation 39:00
- 课时31：Asset Allocation for The Taxable investor 16:11
- 课时32：Revising The Strategic Asset Allocation 07:49
- 课时33：Short-term Shifts in Asset Allocation 12:46
- 课时34：Dealing with Behavioral Biases in Asset Allocation 24:56
- 第 3 章 ： 衍生品与外汇管理
- 第 1 节 ： Reading 15
- 课时35：Position Equivalencies（1） 16:28
- 课时36：Position Equivalencies（2） 18:37
- 课时37：Covered Calls and Protective Puts（1） 26:39
- 课时38：Covered Calls and Protective Puts（2） 32:32
- 课时39：Spreads and Combinations（1） 23:38
- 课时40：Spreads and Combinations（2） 24:58
- 课时41：Implied Volatility and Volatility Skew 11:11
- 课时42：Investment Objectives and Strategy Selection 06:46
- 课时43：Uses of Options in Portfolio Management 14:35
- 第 2 节 ： Reading 16
- 课时44：Changing Risk Exposures with Swaps, Futures, and Forwards（1） 31:24
- 课时45：Changing Risk Exposures with Swaps, Futures, and Forwards（2） 31:58
- 课时46：Changing Risk Exposures with Swaps, Futures, and Forwards（3） 33:03
- 课时47：Changing Risk Exposures with Swaps, Futures, and Forwards（4） 15:17
- 课时48：Derivatives on Volatility 23:49
- 课时49：Uses of Derivatives in Portfolio Management 20:55
- 第 3 节 ： Reading 17
- 课时50：Basic concepts of currency management 42:27
- 课时51：Effects of currency on portfolio risk and return 15:06
- 课时52：Strategic decisions 25:21
- 课时53：Tactical currency management（1） 24:43
- 课时54：Tactical currency management（2） 18:19
- 课时55：Hedging and roll yield 21:43
- 课时56：Strategies to modify risk and lower hedging costs 16:17
- 课时57：Hedging multiple currencies 14:31
- 课时58：Managing emerging market currency 06:20
- 第 4 章 ： 固定收益
- 第 1 节 ： Reading 18. Introduction to Fixed-Income Portfolio Management
- 课时59：Introduction和内容回顾1 43:47
- 课时60：内容回顾2 58:19
- 课时61：Roles of Fixed-Income Securities in Portfolios 34:28
- 课时62：Fixed-Income mandates 52:04
- 课时63：Fixed-Income mandates（2） 32:49
- 课时64：Bond Market Liquidity 27:32
- 课时65：A Model for Fixed-Income Returns 47:07
- 课时66：Leverage 61:49
- 课时67：Fixed-Income Portfolio Taxation 39:21
- 第 2 节 ： Reading 19. Liability-Driven and Index-Based Strategies
- 课时68：Introduction 17:24
- 课时69：Interest Rate Immunization―a Single Liability 64:52
- 课时70：Interest Rate Immunization―a Single Liability(2) 47:27
- 课时71：Interest Rate Immunization―a Single Liability(3) 41:17
- 课时72：Interest Rate Immunization―Multiple Liabilities（1） 36:14
- 课时73：Interest Rate Immunization―Multiple Liabilities（2） 43:34
- 课时74：Interest Rate Immunization―Multiple Liabilities（3） 38:24
- 课时75：An Example―Defined Benefit Pension Plan 79:14
- 课时76：Risks in Liability-Driven Investing 25:24
- 课时77：Index-based strategies（1） 43:06
- 课时78：Index-based strategies（2）and Laddered Bond Portfolios 49:32
- 第 3 节 ： Reading 20. Yield Curve Strategies
- 课时79：Yield Curve Dynamics,Duration and Convexity 38:47
- 课时80：Yield Curve Strategies (Static Yield Curve) 48:54
- 课时81：Yield Curve Strategies (Dynamic Yield Curve) 73:08
- 课时82：Active Fixed-Income Management Across Currencies 40:05
- 课时83：A Framework for Evaluating Yield Curve Strategies 13:01
- 第 4 节 ： Reading 21.Fixed-Income Active Management: Credit Strategies
- 课时84：Credit Risk Considerations 52:51
- 课时85：Credit Spread Measures（1） 74:46
- 课时86：Credit Spread Measures（2） 47:57
- 课时87：Credit Strategies 44:36
- 课时88：Liquidity and Tail Risk 21:48
- 课时89：Synthetic Credit Strategies (1) 48:02
- 课时90：Synthetic Credit Strategies (2) 39:29
- 课时91：Static Credit Spread Curve Strategies 38:38
- 课时92：Dynamic Credit Spread Curve Strategies 04:43
- 课时93：Dynamic Credit Spread Curve Strategies 39:30
- 课时94：Global Credit Strategies 18:35
- 课时95：Structured Credit 13:25
- 第 5 章 ： 另类投资
- 第 1 节 ： Reading 26
- 课时96：Classification of Hedge Funds and Strategies 22:05
- 课时97：Equity Strategies 46:04
- 课时98：Event-Driven Strategies 26:43
- 课时99：Relative Value Strategies 24:21
- 课时100：Opportunistic Strategies 10:38
- 课时101：Specialist Strategies 19:31
- 课时102：Multi-Manager Strategies 24:08
- 课时103：Analysis of Hedge Fund Strategies 09:33
- 课时104：Portfolio Contribution of Hedge Fund Strategies 08:02
- 第 2 节 ： Reading 27
- 课时105：The Role of Alternative Investments in a Multi-Asset Portfolio 12:40
- 课时106：Diversifying Equity Risk 09:35
- 课时107：Perspectives on the Investment Opportunity Set 15:14
- 课时108：Investment Considerations Relevant to the Decision to Invest in Alternatives 19:49
- 课时109：Suitability Considerations 09:04
- 课时110：Asset Allocation Approaches 17:51
- 课时111：Liquidity Planning 17:21
- 课时112：Monitoring the Investment Program 12:32
- 第 6 章 ： 私人财富管理
- 第 1 节 ： Reading 21
- 课时113：Introduction 32:07
- 课时114：Private Clients versus Institutional Clients 33:38
- 课时115：Understanding Private Clients 53:14
- 课时116：Investment Planning and Capital Sufficiency Analysis 42:32
- 课时117：Investment Policy Statement 111:11
- 课时118：Portfolio Construction and Monitoring 37:55
- 课时119：Ethical and Compliance Considerations in Private Wealth Management 10:31
- 课时120：Private Client Segments 21:28
- 第 2 节 ： Reading 22
- 课时121：Introduction 13:16
- 课时122：General Principle of Taxation- Components of Return and Tax Status of the Account 49:45
- 课时123：The Jurisdiction That Applies To The Investors 26:37
- 课时124：Measuring Tax Efficiency With After-Tax Returns 75:59
- 课时125：Taxable Account, TEA, TDA- Capital Accumulation and Asset Location 26:37
- 课时126：Taxable Account, TEA, TDA- Decumulation Strategies and Charitable Giving Strategies 09:25
- 课时127：Tax Management Strategies and Basic Tax Strategies 40:42
- 课时128：Managing Concentrated Portfolios and Risk and Tax Considerations In Managing Concentrated Single-Asset Positions 24:39
- 课时129：Strategies For Managing Concentrated Positions In Public Equities 33:34
- 课时130：Strategies For Managing Concentrated Positions In Privately Owned Business and Strategies For Managing Concentrated Positi... 16:30
- 课时131：Directing And Transferring Wealth And Objectives Of Gift And Estate Planning 26:07
- 课时132：Gift And Estate Planning Strategies, Introduction to Estate Planning- Wills, Probate and Legal Systems, And Lifetime Gifts... 24:01
- 课时133：Estate Planning Tools- Trusts, Foundations, Life Insurance, Companies 22:43
- 课时134：Managing Wealth Across Generations, General Principles Of Family Governance, Family Conflict Resolution, And Family Dynami... 04:55
- 课时135：Planning For The Unexpected 04:32
- 第 3 节 ： Reading 23
- 课时136：Introduction 06:49
- 课时137：Human Capital and Financial Capital 17:47
- 课时138：The Individual Balance Sheet 07:35
- 课时139：Individual Risk Exposures 09:58
- 课时140：Life Insurance and Other Types of Insurance 38:40
- 课时141：Annuities 17:00
- 课时142：Implementation of Risk Management 06:32
- 课时143：Others 21:54
- 第 7 章 ： 机构投资者的组合管理
- 第 1 节 ： Reading 34
- 课时144：Institutional Investors Common Characteristics 51:10
- 课时145：Overview of Investment Policy 34:00
- 课时146：Pension Funds 83:10
- 课时147：Sovereign Wealth Funds 23:58
- 课时148：University Endowments and Private Foundations 41:35
- 课时149：Banks and Insurers 61:30
- 第 8 章 ： 交易、业绩评价、经理选择
- 第 1 节 ： Reading 35
- 课时150：Motivations to Trade 34:14
- 课时151：Trading Strategies and Strategy Selection 45:43
- 课时152：Trade Execution (Strategy Implementation) 28:42
- 课时153：Trade Evaluation 24:38
- 课时154：Trade Governance 06:52
- 第 2 节 ： Reading 36
- 课时155：The Components of Performance Evaluation 05:43
- 课时156：Benchmarking Investments and Managers 44:52
- 课时157：Performance Attribution 55:20
- 课时158：Performance Appraisal 20:31
- 第 3 节 ： Reading 37
- 课时159：A Framework for Investment Manager Search and Selection 18:38
- 课时160：Quantitative Elements of Manager Search and Selection 08:36
- 课时161：Qualitative Elements of Manager Due Diligence 21:45
- 第 9 章 ： 案例
- 课时162：Liquidity Management 15:46
- 课时163：QUINCO Case 32:44
- 课时164：Case Study in Risk Management：Private Wealth 22:13
- 第 10 章 ： 职业伦理道德（三级通用）
- 第 1 节 ： Reading 56：Ethical and Trust in the Investment Profession
- 课时165：课程概览 79:12
- 第 2 节 ： Reading 57：Code of Ethics and Standards of Professional Conduct
- 课时166：Code of Ethics （1） 12:29
- 课时167：Code of Ethics （2） 14:54
- 第 3 节 ： Reading 58：Guidance for Standards I-VII
- 课时168：Introduction 27:45
- 课时169：I(A) Knowledge of the law-20191105 52:58
- 课时170：I(B) Independence and objectivity-20191105 60:25
- 课时171：I(C) Misrepresentation 47:45
- 课时172：I(D) Misconduct 30:05
- 课时173：II(A) Material nonpublic information 56:40
- 课时174：II(B) Market manipulation 24:19
- 课时175：III(A) Loyalty, prudence, and care 42:46
- 课时176：III(B) Fair dealing 40:20
- 课时177：Ⅲ（C）Suitability 41:53
- 课时178：Ⅲ（D）Performance Presentation 21:37
- 课时179：Ⅲ（E）Preservation of Confidentiality 22:56
- 课时180：Ⅳ（A）Loyalty 32:19
- 课时181：Ⅳ（B）Additional Compensation Arrangement 13:45
- 课时182：Ⅳ（C）Responsibilities of Supervisors 28:24
- 课时183：Ⅴ（A）Diligence and Reasonable Basis 21:00
- 课时184：Ⅴ（B）Communication with Clients and Prospective Clients 19:08
- 课时185：Ⅴ（C）Record Retention 11:38
- 课时186：VI（A） Disclosure of Conflicts 32:02
- 课时187：VI（B） Priority of Transactions 14:47
- 课时188：VI（C） Referral Fees 10:45
- 课时189：VII（A） Conduct as Participants in CFA Institute Programs 13:27
- 课时190：VII（B） Reference to CFA Institute, the CFA Designation, and the CFA Program 21:39
- 第 4 节 ： 道德专题补充- GIPS
- 课时191：GIPS 01 40:42
- 课时192：GIPS 02 41:38
- 课时193：GIPS 03 37:30
- 课时194：GIPS 04 40:17
- 课时195：GIPS 05 39:53
- 课时196：GIPS 06 41:53
- 第 5 节 ： 道德专题补充- AMC
- 课时197：AMC 29:23
- 第 11 章 ： 股票组合管理
- 课时198：股票组合管理01 37:21
- 课时199：股票组合管理02 40:14
- 课时200：股票组合管理03 46:36
- 课时201：股票组合管理04 41:40
- 课时202：股票组合管理05 54:35
- 课时203：股票组合管理06 48:21
- 课时204：股票组合管理07 49:47
- 课时205：股票组合管理08 46:23
- 课时206：股票组合管理09 46:16
- 课时207：股票组合管理10 41:11
- 课时208：股票组合管理11 32:20
- 课时209：股票组合管理12 44:35
- 课时210：股票组合管理13 45:35
- 课时211：股票组合管理14 45:28
- 课时212：股票组合管理15 43:15
授课教师
暂无教师
最新学员
学员动态
还没有动态
-
泽稷网校公众号
-
泽稷网校微博
-
泽稷网校APP
