Week 4
Quiz 1
2%
Quiz in Week 4 (来自 2025 Adelaide course outline assessment summary)
Course decision
选课先看
先看考核重心、截止节奏和入门要求，再决定这门课是否适合你的学期安排。
考核总权重
100%
9 项考核
最高单项
30%
Group Assignment
期末考试
有
以官方 outline 为准
Hurdle
未列出
当前考核表没有 Hurdle 标记
What you learn
学完能做什么
学习成果来自官方 Unit Outline，关键词来自这门课的逐周主题。
课程能力关键词
portfolioasset-allocationriskperformancetheoryfoundationsaversionandmeanvariancecapmfactormodelsactive
Deadline map
考核时间线
按截止周排列作业节点；持续考核会保留在下方完整考核结构中。
Week 5
Quiz 2
2%
Quiz in Week 5 (来自 2025 Adelaide course outline assessment summary)
Week 5
Test 1
15%
Test in Week 5 (来自 2025 Adelaide course outline assessment summary)
Week 6
Quiz 3
2%
Quiz in Week 6 (来自 2025 Adelaide course outline assessment summary)
Week 8
Quiz 4
2%
Quiz in Week 8 (来自 2025 Adelaide course outline assessment summary)
Week 9
Test 2
15%
Test in Week 9 (来自 2025 Adelaide course outline assessment summary)
Week 10
Quiz 5
2%
Quiz in Week 10 (来自 2025 Adelaide course outline assessment summary)
Week 10
Group Assignment
30%
Group assignment in Week 10 (来自 2025 Adelaide course outline assessment summary)
Syllabus
每周大纲
默认只展示每周独有的知识重点；节奏、考核、Tutorial 和避坑信息按需展开。
- 1
Portfolio theory foundations
本周围绕 Portfolio theory foundations 展开，结合 CORPFIN 7019 - Advanced Funds Management (M) 的核心金融概念、定价逻辑、风险分析或案例讨论，建立可用于作业、建模和考试的知识框架。
portfolioasset-allocationriskperformancetheoryfoundations - 2
Risk aversion and utility
本周围绕 Risk aversion and utility 展开，结合 CORPFIN 7019 - Advanced Funds Management (M) 的核心金融概念、定价逻辑、风险分析或案例讨论，建立可用于作业、建模和考试的知识框架。
portfolioasset-allocationriskperformanceaversionand - 3
Mean variance optimisation
本周围绕 Mean variance optimisation 展开，结合 CORPFIN 7019 - Advanced Funds Management (M) 的核心金融概念、定价逻辑、风险分析或案例讨论，建立可用于作业、建模和考试的知识框架。
portfolioasset-allocationriskperformancemeanvariance - 4
CAPM and beta estimation
本周围绕 CAPM and beta estimation 展开，结合 CORPFIN 7019 - Advanced Funds Management (M) 的核心金融概念、定价逻辑、风险分析或案例讨论，建立可用于作业、建模和考试的知识框架。
portfolioasset-allocationriskperformancecapmand - 5
Factor models and diversification
本周围绕 Factor models and diversification 展开，结合 CORPFIN 7019 - Advanced Funds Management (M) 的核心金融概念、定价逻辑、风险分析或案例讨论，建立可用于作业、建模和考试的知识框架。
portfolioasset-allocationriskperformancefactormodels - 6
Active versus passive management
本周围绕 Active versus passive management 展开，结合 CORPFIN 7019 - Advanced Funds Management (M) 的核心金融概念、定价逻辑、风险分析或案例讨论，建立可用于作业、建模和考试的知识框架。
portfolioasset-allocationriskperformanceactiveversus - 7
Performance measurement
本周围绕 Performance measurement 展开，结合 CORPFIN 7019 - Advanced Funds Management (M) 的核心金融概念、定价逻辑、风险分析或案例讨论，建立可用于作业、建模和考试的知识框架。
portfolioasset-allocationriskperformancemeasurement - 8
Portfolio constraints and rebalancing
本周围绕 Portfolio constraints and rebalancing 展开，结合 CORPFIN 7019 - Advanced Funds Management (M) 的核心金融概念、定价逻辑、风险分析或案例讨论，建立可用于作业、建模和考试的知识框架。
portfolioasset-allocationriskperformanceconstraintsand - 9
Multi-asset allocation
本周围绕 Multi-asset allocation 展开，结合 CORPFIN 7019 - Advanced Funds Management (M) 的核心金融概念、定价逻辑、风险分析或案例讨论，建立可用于作业、建模和考试的知识框架。
portfolioasset-allocationriskperformancemultiasset - 10
Behavioural issues in portfolio management
本周围绕 Behavioural issues in portfolio management 展开，结合 CORPFIN 7019 - Advanced Funds Management (M) 的核心金融概念、定价逻辑、风险分析或案例讨论，建立可用于作业、建模和考试的知识框架。
portfolioasset-allocationriskperformancebehaviouralissues - 11
Portfolio construction case
本周围绕 Portfolio construction case 展开，结合 CORPFIN 7019 - Advanced Funds Management (M) 的核心金融概念、定价逻辑、风险分析或案例讨论，建立可用于作业、建模和考试的知识框架。
portfolioasset-allocationriskperformanceconstructioncase - 12
Portfolio management review
本周围绕 Portfolio management review 展开，结合 CORPFIN 7019 - Advanced Funds Management (M) 的核心金融概念、定价逻辑、风险分析或案例讨论，建立可用于作业、建模和考试的知识框架。
portfolioasset-allocationriskperformancemanagementreview
Assessment
考核结构
Quiz 1
Quiz in Week 4 (来自 2025 Adelaide course outline assessment summary)
2%
Week 4
Quiz 2
Quiz in Week 5 (来自 2025 Adelaide course outline assessment summary)
2%
Week 5
Quiz 3
Quiz in Week 6 (来自 2025 Adelaide course outline assessment summary)
2%
Week 6
Quiz 4
Quiz in Week 8 (来自 2025 Adelaide course outline assessment summary)
2%
Week 8
Quiz 5
Quiz in Week 10 (来自 2025 Adelaide course outline assessment summary)
2%
Week 10
Test 1
Test in Week 5 (来自 2025 Adelaide course outline assessment summary)
15%
Week 5
Test 2
Test in Week 9 (来自 2025 Adelaide course outline assessment summary)
15%
Week 9
Group Assignment
Group assignment in Week 10 (来自 2025 Adelaide course outline assessment summary)
30%
Week 10
Final Examination
Final exam in exam period (来自 2025 Adelaide course outline assessment summary)
30%
Week Exam period
Reviews
学生评价
2.0
难度
3.0
含金量
1.0
压力
3.0
教师评分
mengwei liu
很难，容易挂，之前刚好pass过
From Seniors
学长留下的
基础信息谁都查得到,真正值钱的是过来人的经验。
学姐说
比你早一年的学长留下的真实经验 —— ChatGPT 给不了。
这门课还没有学长经验,你可以是第一个 —— 注册后在课内分享。
往年考点 / 踩坑
这门课暂无往年考点记录。
毕业生去向(整体)
下面是匠人学院毕业生整体去过的公司分布(来自脱敏校友证言)。这是全平台的总体去向,不代表选这门课的人一定去这些公司。
统计自 317 份脱敏校友证言
Deloitte
6 位校友岗位:Graduate Program · Graduate Consulting · Platform Engineer · Web developer · Platform engineer
Zerologix
4 位校友岗位:Frontend Dev · junior frontend developer · Front-end Developer · Full Stack Developer
Servian
4 位校友岗位:Full-stack Developer · Data Engineer · Consultant
关于这块数据,我们说实话
雇主墙来自脱敏毕业生证言（testimonials）的整体分布，无法关联到具体学员或其所选课程；仅作为毕业生去向的总体社会证明展示。
我们没有"某位学长选了这门课、后来进了哪家公司"这种可查询的个人去向档案 —— 校友证言是脱敏的,无法关联到具体的人或他选过的课。所以这里只给整体分布,不给个人路径,不编。