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Course Information
Schedules
- 19 Mar 2026 (Thu) 9:30 AM - 12:30 PM
Registration period
9 Feb 2026 (Mon) - 18 Mar 2026 (Wed)
Price
HKD 330
Course Level
Study Mode
Duration
3 Hour(s)
Language
Cantonese
Location
-
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Course Overview
Portfolio Management by Professionals
1. The Portfolio Perspective
2. Investment Objective & Constraints
3. Portfolio Management Process:
• Design of Investment Portfolio
• Portfolio Implementation
• Ongoing Portfolio monitoring & rebalancing
• Portfolio Evaluation and performance assessment
4. Fintech & Portfolio Management
5. Ethics & Conduct of Portfolio Managers
What You’ll Learn
Portfolio Management by Professionals
1. The Portfolio Perspective
2. Investment Objective & Constraints
3. Portfolio Management Process:
• Design of Investment Portfolio
• Portfolio Implementation
• Ongoing Portfolio monitoring & rebalancing
• Portfolio Evaluation and performance assessment
4. Fintech & Portfolio Management
5. Ethics & Conduct of Portfolio Managers
