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渠道二
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26年课程文件
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一级26年CFA长线班
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2 基础精讲
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09.Portfolio Management
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1.框架介绍 573.sz
10.Types of investors and pooled investment products .sz
11.omponents of IPS- risk and return .sz
12.Investment constraints- asset allocation- ESG .sz
13.Basics of Behavioral Finance .sz
14.Cognitive Errors .sz
15.Emotional Biases .sz
16.Anomalies .sz
17. Define risk management .sz
18. Types of risks- measure and modify risks .sz
2.Modern Portfolio Theory .sz
3.CAL- CML .sz
4. Systematic and non systematic risk .sz
5.CAPM and SML .sz
6.Other return generating models .sz
7.Performance evaluation indicators .sz
8. Portfolio perspective .sz
9.Portfolio management process .sz
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