1、投资学-前言汇.pptVIP

投资学——原理以及实务 蒋 冠 金融学博士云南大学投资与保险研究所 jiangguan@ 一、前言 二、教材的总结 三、投资学的主要问题 Investment Process Set investment policy Identification of the potential categories of financial assets for inclusion in the portfolio: investment objectives, amount of investable wealth, and tax status of the investor. Perform security analysis To identify which securities currently appear to be mispriced. Technical analysis (trend) Fundamental analysis (“intrinsic” value) Construct a portfolio Identifying those specific assets in which to invest, as well as determining the proportions of the investor’s wealth t