| 科目名稱及對應號碼 |
所屬教材名稱 |
| Code of Ethics and Standards of Professional Conduct Standards (1-2) |
- -Code of Ethics and Standards of Professional Conduct Standards
- -Guidance for Standards I–VII
- -Application of the Code and Standards Ethics Cases
- -Asset manager code of professional conduct
|
| Behavioral Finance(3) |
- -The behavioral finance perspective
- -The behavioral biases of individuals
- -Behavioral finance and investment process
|
| Private Wealth Management (4、5) |
- -Managing individual investor portfolios
- -Taxes and private wealth management in a global context
- -Estate planning in a global context
- -Concentrated single asset positions
- -Risk Management for Individuals
|
| Portfolio management for institutional investors (6) |
- -Managing institutional investor portfolios
|
| Application of economic analysis to portfolio management (7) |
- -Capital market expectations
- -Equity market valuation
|
| Asset allocation and related decisions in portfolio management (8、9) |
- -Introduction to Asset Allocation
-Principles of Asset Allocation
-Asset Allocation with Real-World Constranits
- -Currency Management: An Introduction
- -Market indexes and benchmarks
|
| Fixed income portfolio Management (10、11) |
- -Introduction to Fixed-Income Portfolio Management
-Liability-Driven and Index-Based Strategies
-Yield Curve Strategies
- -Credit Strategies
|
| Equity portfolio management (12) |
- -Equity portolio management
|
| Alternative investments for portfolio management (13) |
- -Alternative investments portolio management
|
| Risk management (14) |
|
| Risk management applications of derivatives(15) |
- -Risk management applications of forward and futures strategies
- -Risk management applications of option strategies
- -Risk management applications of swap strategies
|
| Trading, monitoring and rebalancing (16) |
- -Execution of portolio decisions
- -Monitoring and rebalancing
|
| Perormance evaluation (17) |
- -Evaluating portolio perormance
|
| GIPS(18) |
- -Overview of the global investment perormance standards
|
