Investment and Portfolio Analysis

Portfolio Theory - Part 4 (2019)

概要

A portfolio's objective is dependent upon an investor's future cash flow requirements and their tolerance for risk. Whatever the objective, there are two basic strategies to choose from – passive or active.

This eCourse starts by taking a detailed look at indexing, a strategy adopted by the passive management community. We then move on to discuss the market timing mentality of active portfolio managers. We conclude by examining alternative approaches that are blurring the traditional distinctions.

宗旨

On completion of this tutorial, you will be able to:

- Identify the types and features of passive portfolio management
- Recognize the techniques used in active portfolio management
- Identify the investment strategies that are blurring the lines between passive and active portfolio management approaches

內容

Portfolio Management - Passive & Active Strategies
Topic 1: Passive Investment Management
Topic 2: Active Portfolio Management
Topic 3: Variations on Active/Passive Management

詳情

活動編號
TEBIP19001801
地點
網上平台
相關主題
第9類 - 提供資產管理
語言
英文
課程時數
SFC:1.00, PWMA:1.00
費用
所有會員: HKD300
非會員: HKD450
機構會員員工: HKD300