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Course Category: Business
Course Title: Portfolio Management of Bond and Fund


Course Code: BS106
Medium of Instruction: Chinese
Duration: 24.0 hour(s)
 Course Fee:
Macao Resident: MOP2,150
Non-Macao Resident: MOP2,150
Certificate: Students who have obtained a passing grade of the course and attended no less than 70% of the class sessions will be issued a course certificate by UTM. The passing grade of the course is 50.
Course CodeSub CodeCourse Start DateCourse End DateClass Schedule
BS10624032024/04/252024/05/21View



Objective: Upon completion of the course, students will be able to
•    identify and describe factors affecting the price of bond
•    explain the risks of fund investment

Outline: •    Money market
•    Basic characteristics and types of bonds
•    Yield curve analysis
•    Credit ratings
•    Development trend of Macao bond market
•    Introduction to funds
•    Types and structures of funds
•    Risk management of fund investment
•    Bond and fund allocation strategy

Teacher: Please refer to the schedule

  Last Updated: 2023/05/25

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