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所在平台: Udemy |
课程主页: https://www.udemy.com/course/portfolio-management-and-optimization-in-excel/
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课程名称：Excel中的投资组合管理与优化 课程概述： 在当今复杂的投资环境中，如何有效地分散投资以降低风险并最大化回报？你应该在投资组合中包含哪些资产？每种资产应分配多少资金？预期的投资组合回报率是多少，以及实现该回报的可能性有多大？通过本课程，你将开发出必要的专业知识和技能，为你的职业生涯取得卓越的成果创造机会。这是一项极佳的培训机会，帮助你在求职面试中脱颖而出，在工作中表现出色并获得晋升。 课程内容： 本课程将指导你选择最适合你的投资选项，同时最小化风险和最大化回报。你将学习如何评估各种投资选项，并做出明智的决策以实现财务目标。课程涵盖以下几个方面： - 理解金融市场和市场参与者的基本概念。 - 深入了解个人和投资组合投资方法、投资组合管理过程及各种投资者的多样化需求。 - 探索资产管理行业的细节及可用的各种集体投资工具。 - 下载和解读金融数据，并计算资产回报的均值、方差和相关系数。 - 理解相关性和多样化的概念，区分系统性风险与非系统性风险。 - 学习现代投资组合理论，使用资本资产定价模型估算股票估值模型中的预期回报。 - 使用Excel构建有效边界，找到特定风险水平下的最佳资产组合。 - 计算如夏普比率、特雷诺比率、M2和詹森阿尔法等绩效指标。 - 区分资本配置线（CAL）与资本市场线（CML）。 - 探索风险厌恶的概念及其对投资者特征的影响。 - 从实际角度审视投资政策声明，理解书面声明的重要性，分析投资者的财务风险承受能力。 - 探索环境、社会和公司治理（ESG）投资，并学习如何将其整合到投资组合规划和构建中。 - 识别和量化公司面临的各种风险，理解风险消除并非公司的风险管理目标。 - 确定技术分析的原则及其基本假设，检查常见技术分析指标，并了解技术分析师如何使用周期进行分析。 每个部分都包含实际示例和挑战，旨在强化所学内容。课程设计生动互动，力求为您提供最佳的培训体验。我们还提供无条件的30天全额退款保证，消除您的顾虑。 立即注册，掌握投资组合管理的艺术！获得这些技能，让自己在众人中脱颖而出，开始你的学习之旅吧！
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