Investing in Future Module 2: Using Risk Management to Optimize Investment Return – The Fund Manager’s Perspective

Course Code:

PE4200683

Start Date:

To Be Advised

Hours:

3.0

Level:

Short Course

Application Form

Email:

peak@vtc.edu.hk

Enquiry:

28361922

(This course introduction in provides Chinese contents only)

投資未來單元二：以風險管理優化投資回報 – 基金經理的視角

Investing in Future Module 2: Using Risk Management to Optimize Investment Return – The Fund Manager’s Perspective

自現代金融出現以來，優化技術就已用於投資組織者。自1960年代以來，基金經理一直有效地依賴優化技術來確定將哪些資金投入到哪些股票中以獲得最大回報和有限的風險。本課程將幫助學員瞭解這個艱巨但實用的任務。

1. 利率和匯率風險管理

2. 時間跨度和通脹風險管理

3. 信貸和再投資風險管理

4. 操作與集中度風險管理

5. 在投資組合構建中使用風險預算

6. 降低投資組合的波動性

7. 真正的多元化是什麼樣的

8. 設定最大損失計畫

Teaching Language

All classes are conducted in Cantonese, supplemented with English terminology. (Except courses are specified conducted in English)

Continuing Professional Development (CPD)/Continuous Professional Training (CPT) hours

IA CPD Hours: 3

MPFA Non-core CPD Hours: 3

SFC CPT Hours: 3

HKMA ECF CPD Hours 3

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