|
所在平台: Udemy |
课程主页: https://www.udemy.com/course/level-5-mutual-fund-investing-masterclass/
课程评论：没有评论
Coursera 课程“第五级：共同基金投资大师班”是一门面向全球学习者的课程，旨在帮助您实现财务目标。本课程的核心目标是深入理解指数基金（Index Funds）和交易所交易基金（ETFs）。 **课程内容涵盖：** * **理解指数基金：** 深入探讨指数基金的历史、主动管理与被动管理、指数基金的主要目标、基本假设、多元化投资组合、低成本、低组合周转率、无经理风险、回报、风险和适用性。 * **理解ETF：** 介绍ETF的历史、ETF与指数基金的区别、低成本、流动性、多元化投资组合、税收效率、无赎回费、主动管理与被动管理、回报、风险和适用性。 * **ETF的构成：** 详细解析ETF的组成部分，包括授权参与者、申购赎回机制、供需关系以及ETF的经济学原理。 * **指数基金与ETF的类型：** 涵盖多种类型的指数基金和ETF，包括市值加权、行业、国际市场、债券、策略型、股息型、杠杆型等，以及主动管理ETF和发行商类型。 * **关键考量：** 讨论指数基金和ETF投资中的机会成本、跟踪误差、估值风险、错失资产、主动管理与指数基金的对比、市场风险、缺乏控制和有限策略等问题。 * **成本对比：** 比较指数基金与ETF在成本、股息分配和现金余额要求方面的差异。 * **行动步骤：** 指导您如何投资指数基金和ETF。 **免责声明：** 本课程内容仅供教育之用，不构成任何投资建议。投资涉及风险，回报不获保证。课程内容适用于全球任何共同基金市场，但术语可能因国家或市场而异。课程不认可任何基金公司或基金产品，也不提供买卖建议或投资技巧。请在做出任何财务决策前进行独立尽职调查。
This course is designed for a global audience and not to any particular domestic market. The concepts you will learn here are universal in nature and can be applied to any market in the world.The Mutual Fund Investing Masterclass Program is a program that aims to help you achieve your financial goals in life.The primary objective of the Level 5 - Mutual Fund Investing Masterclass is to give you a deeper understanding of index funds and exchange traded funds.So, by the time you are done with this course, you will have a far better understanding of index funds and exchange traded funds compared to the average mutual fund investor.Following are the topics covered in this course: Understanding Index Funds:Quick History Active Vs Passive The Index Fund Primary Objective Assumptions Diversified Portfolio Low Cost Low Portfolio Churn No Managerial Risk Returns Risk SuitabilityUnderstanding ETFsQuick HistoryThe ETFIndex Fund Vs ETFLow CostLiquidDiversified PortfolioTax EfficientNo Exit LoadsActive Vs Passive ETFsReturnsRiskSuitabilityAnatomy of an ETFThe ETF The Authorized Participant Creation Redemption Demand & Supply Economics of ETFs Types of Index Funds & ETFs Broad Market Based Bond Based Strategy Based Market Cap Based Foreign Market Based Dividend Focused Sectoral Currency Based Commodity Based Actively Managed ETFs Issuer Based (Ex: Minicipal Bonds) Leverage BasedKey ConcernsOpportunity Cost Tracking Error Valuation Risk Missed Assets Active Vs Index Funds Market Risk Lack of Control Limited Strategies Cost - Index Vs ETFs Dividend Distribution - Index Funds Vs ETFs Cash Balance Requirement in Index FundsAction StepsInvesting in Index Funds & ETFsStandard Disclaimer: The material presented here is for educational purposes only. Please do your own proper due diligence. There are risks involved in markets and mutual funds. Returns are never guaranteed. The concepts discussed in this course are applicable to any mutual fund industry in the world. However, the terminology may differ for different countries or markets. No representation or warranty is made as to the accuracy, completeness or fairness of the information and opinions contained herein. This course does not endorse any fund house or any mutual fund scheme. We are not registered investment advisors with any regulator or institution in the world. We do not provide any buy/sell recommendations. We do not provide any investment tips or trading tips. We do not provide investment advice. All of our content here is for educational purposes only. Please do your own due diligence before making any financial decision.
