2017年CFA二级基础班｜Portfolio Management投资组合管理｜周琪讲师

报告摘要

本课程为2017年CFA二级基础班Portfolio Management部分，由周琪讲师主讲，覆盖投资组合管理流程、投资政策声明、多因子模型、市场风险衡量与管理、经济分析与投资市场、主动投资组合管理分析、算法交易与高频交易等核心模块。适合备考CFA二级的考生及希望系统学习投资组合管理知识的金融从业者。课程内容紧扣考纲，逻辑清晰，帮助学员高效掌握重点难点。

📋 核心要点(部分)

1. SS16: Portfolio Management Process, Asset Allocation, and Risk Management
2. R47 The portfolio Management Process and the Investment Policy Statement
3. R48 An introduction to multifactor models
4. R49 Measuring and Managing Market Risk
5. SS17: Economic Analysis, Active Management, and Trading
6. R50 Economics and investment markets
7. R51 Analysis of active portfolio management
8. R52 Algorithmic Trading and High-Frequency Trading