全部 资产组合管理(SEC328)
Portfolio Management
学时:32    学分:2
开课院系: 中国金融学院
教学对象:本科生
课程性质:必修课

课程简介

The course presents procedures and tools necessary for construct portfolio management: determine the investment Objectives and Constraints according to different client type, formulating capital market expectations, performing Asset Allocation, manage equity portfolio using different trading strategy, then evaluating portfolio performance. Although the ultimate objective of the course is to develop a conceptual and theoretical background for portfolio construction, emphasis will also be put on practical applications. The course requires reading, student research and presentation.

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课程团队

孙艳梅 主讲
中国金融学院

先修课程

公司理财、投资学

教材或参考书

作者(译者): Reilly and Brown
书名: Investment_Analysis_and_Portfolio_Management(10th_edition)
出版社: South-Westen Gengage Learning
出版日期: 2012
作者(译者): Richard C. Grinold,Ronald N. Kahn
书名: Active Portfolio Management
出版社: McGraw-Hill
出版日期: 2000

选课答疑

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