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投资组合管理微证书_206
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投资组合管理微证书

Review of Fixed Income Products

固定收益产品分析

Fixed income arithmetic

Fixed income instruments

Term structures of rates and yields

How are bonds traded?

Duration and convexity

Corporate bonds & credit risk

 

Passive Fixed Income Portfolio Management

被动固收组合策略

Index funds and replication techniques

Cash flow matching and immunization

Interest-rete expectations

 

Review of Equity Valuation Techniques

股票估值方法

Importance and quality of earnings

Present value models

Multiples based valuation

Asset-based valuation models

Industry and company analysis

 

Equity Strategies

股票策略

Structuring an equity portfolio

Use of indexes

Hedging with options

Short selling

Growth strategies

Value strategies

 

 

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