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所在平台: Udemy |
课程主页: https://www.udemy.com/course/factor-investing-and-smart-beta-the-complete-course/
课程评论：没有评论
课程名称：因子投资与智能贝塔完整课程 课程概述：本课程旨在教授因子投资与智能贝塔的理论与实践，尤其适合希望深入了解此主题的投资者。参与者将通过运用因子投资组合，提升投资回报、降低风险，从而将投资组合提升到新的水平。 课程完成后的转变： 1. 提高投资盈利能力：模拟显示，使用因子的投资组合在30年内相比于不使用因子的组合，可以使财富和生活标准上升约15%至25%。 2. 降低投资组合风险：因子的组合可以减少投资组合波动性，并降低瞬时最大损失。 3. 理解因子的基础和历史表现，包括贝塔、规模、价值、动量、质量和低波动率。 4. 学会选择ETF和基金，以捕捉因子的好处，使用免费的工具和数据库。 5. 构建一个能够超越市场的全球股票投资组合。 6. 实践投资并定期重新平衡投资组合。 7. 在每月只需几分钟的时间内管理您的投资组合，而无须挑选个股。 8. 学习减少税务的策略。 课程特点： - 理论与实践结合：教学涵盖因子的基础理论及建立投资组合的逐步流程。 - 科学支持与统计显著性：课程提供超过57个学术参考文献。 - 全球投资指导：教导如何减少仅在本国投资的风险。 - 动态和直接：课程视频旨在带来实际的财务转变。 - 讲师背景：教授拥有工程学博士学位，并具有独立投资顾问和投资组合策略师的丰富实践经验。 重要事项： - 本课程不提供快速简易增值的方法，这是误导性的承诺。通过使用因子，您可以预期获得更好的投资回报，但需要持之以恒和长期的努力。 - 本课程不涉及短期交易策略，视频重点在于建立和管理长期投资组合，基于该领域最受认可的学术出版物。 - 本课程对任何国家的投资者都适用，所学原则能够普遍应用于全球各地的投资者，实践模块中提供如何在不同地区进行投资产品搜索和投资组合结构的演示。 期待在课程中见到您！教授：马库斯·奥利维拉，工程学博士，投资组合策略师/投资顾问。
The main purpose of this course is to teach the theory and practice of Factor Investing and Smart Beta. This course is especially useful for investors who wish to delve deeper into this subject with the goal of taking their investment portfolios to a new level by increasing returns and reducing risks through the use of factors in an investment portfolio.Transformation - upon completing this course, you will be able to:Increase the profitability of your investments - simulations demonstrate that a factor-based portfolio can increase your wealth and standard of living by approximately 15 to 25% over a 30-year period when compared to a portfolio without factors.Reduce the risk of your investment portfolio - the combination of factors reduces portfolio volatility and minimizes momentary maximum losses compared to a portfolio without factors.Understand the foundation and historical performance of factors (beta, size, value, momentum, quality and low volatility).How to choose ETFs and funds to capture the benefits of factors, using free tools and databases.Structure a global equity investment portfolio that outperforms the market.Invest in practice and periodically rebalance your portfolio.How to manage your portfolio in just a few minutes per month, without the need to pick individual stocks.Learn strategies to reduce taxes.Distinguishing features:The course is both theoretical and practical: I teach the foundation and theory of factors, as well as the step-by-step process of building your portfolio.The course is scientifically backed with statistical significance. There are over 57 bibliographic references provided throughout the course.I will guide you through the process of global investing, minimizing the risk of investing solely in your own country.The course is dynamic and straight to the point, with practical videos focused on bringing real transformation to your financial life.The instructor holds a PhD in Engineering and has years of practical experience as an independent investment advisor and portfolio strategist.Important:The course does not present ways to multiply money quickly and easily, as that would be a misleading promise. You can expect to achieve better returns in your portfolio by using factors compared to a portfolio without factors, but it requires consistency and a long-term approach to reap the benefits of this knowledge.The course does not provide short-term trading strategies. The videos are focused on building and managing a long-term portfolio, based on the most reputable scientific publications in the field.The course is useful regardless of the country you live in and your tax residency. The principles apply to any investor anywhere in the world, and in the practical modules on searching for investment products and structuring the portfolio, I demonstrate how to conduct searches in different locations around the world.See you in the course!Prof. Eng. Marcus Oliveira, PhDPortfolio Strategist / Investment Advisor
