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所在平台: Udemy |
课程主页: https://www.udemy.com/course/family-office-family-wealth-section-4-financial-assets/
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课程名称：家族办公室与家族财富 - 第4部分：金融资产 概述：在第4部分 - 资产和投资组合管理中，我们将讨论在资产管理领域有效分配资源和监控投资的关键，旨在实现预期的投资结果。我们强调战略决策和风险管理在银行业务和投资组合管理中的重要性，以最大化回报同时最小化潜在损失。在第15讲“管理金融资产”中，我们将深入探讨资产与投资组合管理的复杂世界，管理金融资产变得至关重要。我们将探讨现代投资组合理论（MPT），以理解资产的最佳组合，并强调一些资产类别，如债券/固定收益投资，同时还将探索对冲基金和期权等另类投资。最后，我们将介绍交易的基本知识，帮助您更好地了解金融市场的运作。 课程要点： a. 现代投资组合理论：投资组合理论是本部分的关键主题，强调投资的多样化。 b. 债券/固定收益焦点：固定收益主要由债券、贷款和现金组成。在这一小节中，我们将考察债务融资的机制及其对于家族办公室的风险。 c. 另类投资焦点：对冲基金和期权：第15c讲中，我们将聚焦于另类投资，如对冲基金和期权。对冲基金使用多样策略以最大化回报和最小化风险，而期权常用于对抗投资组合中的潜在损失。 d. 交易基础知识：在这一小节中，我们将详细描述购买和出售金融资产的标准流程。 本课程为您提供了关于资产和投资组合管理的全面视角，帮助您在金融市场中有效导航。
Section 4 - Asset & Portfolio ManagementIn this Section 4, we will discuss how, in the realm of asset management, a key focus is on effectively allocating resources and monitoring investments to achieve desired outcomes; highlighting the importance of strategic decision-making and risk management in banking and portfolio management to maximize returns while minimizing potential losses. In Lecture 15. Managing Financial Assets, we delve into the intricate world of Asset & Portfolio Management, where managing financial assets becomes vital. We will explore Modern Portfolio Theory (MPT) to understand the optimal mix of assets. We will emphasise a few asset classes such as Bonds / Fixed Income investments as well as exploring Alternatives like Hedge Funds and Options. Lastly, we will cover the basics of trading to equip you with fundamental knowledge for navigating the financial markets.a. Modern Portfolio Theory: Portfolio theory is a key topic in this Section 4, emphasizing the diversification of investments.b. Focus on Bonds / Fixed Income: Fixed Income primarily consists of Bonds, Loans and Cash. In this sub-Lecture, we will examine the mechanics of debt financing and the risks for family offices.c. Focus on Alternatives: Hedge Funds and Options: In Lecture 15c, we will focus on Alternatives, such as Hedge Funds and Options. Hedge funds employ a variety of strategies to maximize returns and minimize risk, while Options are often used to hedge against potential losses in a portfolio.d. Basics of Trading: In this sub-Lecture, we will describe in more details for standard processes for buying and selling financial assets.
