（一）中文简介
本课程主要系统地讲述将投资组合理论，并将其与现代证券分析以及投资组合管理相结合。主要内容包括：股票、债券和衍生金融工具的价值评估，以及其在投资组合中扮演的角色。具体而言，本课程内容涵盖：有效市场理论、套利顶级理论、证券市场的宏观分析和微观评估、组合管理策略、衍生金融工具分析、投资公司的组合和管理、以及投资组合业绩评估等。
（二）英文简介
This subject blends portfolio theory with the practice of advanced security analysis and portfolio management. Topics include evaluation of equity securities, bonds, and derivative securities and the role they play within a portfolio. Specifically, the subject covers efficient market theory, arbitrage pricing theory, macro-analysis and micro-valuation of stock market, portfolio management strategies, derivative security analysis, organization and management of investment companies and portfolio performance evaluation.
