| 科目名稱及對應號碼 |
所屬教材名稱 |
| 職業準則(1-2) |
- Code and Standards
- Asset manager code o proessional conduct
|
| Behavioral inance(3) |
- The behavioral inance perspective
- The behavioral biases o individuals
- Behavioral inance and investment process
|
| Private Wealth Management (4、5) |
- Managing individual investor portolios
- Taxes and private wealth management in a global context
- Estate planning in a global context
- Concentrated single asset positions
- Lietime inancial advice: human capital, asset allocation, and insurance
|
| Portolio management or institutional investors (6) |
- Managing institutional investor portolios
- linking pension liabilities to assets
|
| Application o economic analysis to portolio management (7) |
- Capital market expectations
- Equity market valuation
|
| Asset allocation and related decisions in portolio management (8、9) |
- Currency management: An introduction
- Market indexes and benchmarks
|
| ixed income portolio Management (10、11) |
- ixed-income portolio management—i，ii
- Relative-value methodologies or Global credit bond portolio management
|
| Equity portolio management (12) |
- Equity portolio management
|
| Alternative investments or portolio management (13) |
- Alternative investments portolio management
|
| Risk management (14) |
|
| Alternative investments or portolio management (13) |
- Alternative investments portolio management
|
| Risk management (14) |
- Risk management
- Currency management: an introduction
|
| Risk management applications o derivatives(15) |
- Risk management applications o orward and utures strategies
- Risk management applications o option strategies
- Risk management applications o swap strategies
|
| Trading, monitoring and rebalancing (16) |
- Execution o portolio decisions
- Monitoring and rebalancing
|
| Perormance evaluation (17) |
- Evaluating portolio perormance
|
| GIPS(18) |
- Overview o the global investment perormance standards
|
