(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合管理。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。本課程將幫助學員了解這個艱鉅但實用的任務。
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. 設定最大損失計劃
Enrollment
- Enrolments of virtual CPD programmes can only be made online through VTC’s Continuing & Professional Education website (https://cpe.vtc.edu.hk/en). Applicants may pay the programme fee by Credit Card (Visa / Master) in the online enrolment system. Only enrolment with completed information and payment will be processed.
- Applicants should upload* the Hong Kong Identity (HKID) Card / Passport / Travel Document, or valid visa / entry permit for study issued by the Immigration Department of the Hong Kong Special Administrative Region (HKSAR) for enrollment. Please show your full name both in English and Chinese and your photo only. Other personal information must be covered.
* File size shall be less than 4 MB. File format shall be in jpg, jpeg, pdf or png.
- All places are allocated on a first-come-first-served basis.
Notification of Class Commencement
Successful applicants will be notified of the class confirmation and relevant information by email at least 7 working days## before class commencement. Students will receive an email from PEAK with virtual class link and student login ID 3 working days## before class commencement. Please contact us at 2836 1906 if you do not receive the notification 3 working days## before the class commencement.
## Working days (exclusive of Saturdays, Sundays and Public Holidays)
For virtual CPD programmes, applicants MUST prepare camera or web cam with stable network connection.
During the class, student must keep the camera on, and stay in front of the camera, otherwise the CPD / CPT hours will be deducted.
