|
所在平台: Udemy |
课程主页: https://www.udemy.com/course/investment-analysis-and-portfolio-management/
课程评论：没有评论
课程名称：投资分析与投资组合管理课程 课程概述：本课程将涵盖投资分析与投资组合管理的多个主题，旨在帮助学员了解并掌握投资决策的目标、金融市场的运作、固定收益证券、资本市场效率、财务分析与估值、现代投资组合理论以及投资管理等核心概念。 课程内容包括： 1. **投资决策的目标**：介绍投资者的类型（个人与机构），投资约束条件、流动性、投资期限及税务影响。 2. **金融市场**：探讨主要和次级市场的交易，货币市场（国库券、商业票据及存款证），债券市场（国债、州政府及市政府债券、企业债券和国际债券）。 3. **固定收益证券**：讲解货币时间价值、简单及复利、债券定价基础、债券收益率与利率。 4. **资本市场效率**：描述市场效率的不同形式，包括弱效市场、半强效市场与强效市场。 5. **财务分析与估值**：分析财务报表（利润表、资产负债表、现金流量表），财务比率（回报、运营与盈利能力比率）以及普通股的估值方法。 6. **现代投资组合理论**：讨论多样化与投资组合风险，以及资本资产定价模型的均衡模块。 7. **衍生工具**：介绍期货与期权（看涨期权和看跌期权）、期货定价和期权定价的基础知识。 8. **投资管理**：讲解投资公司、主动与被动投资组合管理、基金分类以及绩效评估（夏普比率、特雷诺比率与詹森测度）。 此外，课程还包括200多个选择题，帮助学员巩固投资与投资组合管理的知识。通过本课程的学习，学员将能够提升自身的投资能力和投资组合管理技能。
This course will cover following topics in Investment analysis and Portfolio Management course1. OBJECTIVES OF INVESTMENT DECISIONSIntroductionTypes of investors (individuals and Institutions)Constraints , Liquidity , investment horizons and Taxation2. FINANCIAL MARKETSPrimary and Secondary Markets, Trading in Secondary MarketsThe Money Market (T-Bills, commercial Paper and cd)he Bond Market (Treasury Notes (T-Notes) and T-Bonds, state and Municipal Government bonds, Corporate Bonds and International bonds)3. FIXED INCOME SECURITIES The Time Value of Money, Simple and Compound Interest Rates, Bond Pricing Fundamentals ,bond Yields and Interest Rates4. CAPITAL MARKET EFFICIENCYMarket Efficiency (Weak-form Market Efficiency, Semi-strong Market Efficiency & Strong Market Efficiency)5. FINANCIAL ANALYSIS AND VALUATION The Analysis of Financial StatementIncome Statement (Profit & Loss) , Balance Sheet & Cash Flow StatementFinancial Ratios (Return, Operation and, Profitability Ratios)The valuation of common stocks6. MODERN PORTFOLIO THEORYDiversification and Portfolio RisksThe equilibrium Module: The Capital Asset Pricing Module7. MODERN PORTFOLIO THEORYIntroduction, Forwards and Futures , Call and Put Options, Forward and Future PricingOption Pricing8. INVESTMENT MANAGEMENTInvestment Companies Active vs. Passive Portfolio Management Classification of funds The other Investment Companies Performance assessment of managed funds (Sharpe Ratio, Traynor Ratio & Jensen measure or (Portfolio Alpha).More than 200 objective multiple choice questions which will help in being good knowledge in investment and portfolio management This course will help to be good investor and helping in enhancement of to be portfolio management skills.
