آموزش مدیریت سبد سهام برای مشتریان خرد - آخرین آپدیت

Introduction Introduction

• Introduction Introduction

What is Retail Portfolio Management What is Retail Portfolio Management

• Retail vs. Institutional Portfolio Management Retail vs. Institutional Portfolio Management

• Portfolio Manager Approaches Part 1 Portfolio Manager Approaches - Part 1

• Portfolio Manager Approaches Part 2 Portfolio Manager Approaches - Part 2

Investment Policy Statements (IPS) Investment Policy Statements (IPS)

• Developing an Investment Philosophy Developing an Investment Philosophy

• Drafting an Investment Policy Statement (IPS) Part 1 Drafting an Investment Policy Statement (IPS) - Part 1

• Drafting an Investment Policy Statement (IPS) Part 2 Drafting an Investment Policy Statement (IPS) - Part 2

Managing Portfolios Managing Portfolios

• Model based Approach Model-based Approach

• How to Use Models Part 1 How to Use Models - Part 1

• How to Use Models Part 2 How to Use Models - Part 2

Applications for Retail PM Applications for Retail PM

• Equity Model Overview Equity Model Overview

• Equity Model Initial Equity Model Initial

• Equity Model Later Equity Model Later

• Portfolio Overview Portfolio Overview

• Portfolio Allocations Portfolio Allocations

• Portfolio Strategic Target Portfolio Strategic Target

• Portfolio Fixed Income Tilt Portfolio Fixed Income Tilt

• Portfolio Equity Tilt Portfolio Equity Tilt

Conclusion Conclusion

• Course Summary Course Summary

Qualified Assessment Qualified Assessment