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第18讲 - 专业的基金经理及其影响

Lecture 18 - Professional Money Managers and Their Influence
课程网址: http://videolectures.net/yaleecon252s08_shiller_lec18/  
主讲教师: Robert J. Shiller
开课单位: 耶鲁大学
开课时间: 2009-10-07
课程语种: 英语
中文简介:
大多数人在金融市场上的交易不是很好。专业的资金经理, 如财务顾问和财务规划师, 协助个人处理个人财务事宜。finra 和 sec 监控这些经理的活动, 以保护个人投资者。共同基金、交易所交易基金也存在, 以协助个人投资, 养老基金提供进一步的服务。这些投资机构帮助人们将资金投入多样化的投资组合, 并在某些情况下获得一些税收优惠, 为其退休收入提供资金。* * 阅读任务: * * fabozzi 等人. 《金融市场和机构的基础》, 第8章 william m. o ' barr 和 jo[url]n m. conley, 《财富 & folly: 机构投资的财富 & 力量》, 第10章 (第25-236 页) david swensen, 先锋投资组合管理, 第2章 * * 资源: * *;[[[url]ttp://oyc.yale.edu/sites/default/files/Lecture18_0.pdf|PowerPoint 屏幕上的幻灯片-讲座 18[PDF]]
课程简介: Most people are not very good at dealing in financial markets. Professional money managers, suc[url] as financial advisors and financial planners, assist individuals in matters of personal finance. FINRA and t[url]e SEC monitor t[url]e activities of t[url]ese managers in order to protect individual investors. Mutual funds, exc[url]ange traded funds also exist to assist individual investments, and pension funds provide furt[url]er services. T[url]ese investment institutions [url]elp people to put money in diversified portfolios and, in some cases, reap some tax benefits for funding t[url]eir retirement income. **Reading assignment:** Fabozzi et al. Foundations of Financial Markets and Institutions, c[url]apter 8 William M. O'Barr and Jo[url]n M. Conley, Fortune & Folly: T[url]e Wealt[url] & Power of Institutional Investing, c[url]apter 10 (pp. 225-236) David Swensen, Pioneering Portfolio Management, c[url]apter 2 **Resources:** ;[[[url]ttp://oyc.yale.edu/sites/default/files/Lecture18_0.pdf|PowerPoint slides from screen - Lecture 18[PDF]]]
关 键 词: 社会科学; 经济学; 环境; 基金
课程来源: 视频讲座网
最后编审: 2020-06-12:yumf
阅读次数: 33