AM：

1、 inividual’s ips Q:

require return / constrain /personal charctaristics

2、 information rate / core-satellitic portfolio

3、 currency \ market \ selection performance

4、 k-g model , gorden model and factor effect operate iffiecent margin

5、 insurance company ips affect constrain /surplus /whole life / life annuity

6、 endowment / rolling three year spending rule /budget

7、 alternatives

8、 portfolio asset classes / fundamental errors/ style drift

9、 behavior finance(traps)

10、 concentrated stocks diversified by methods of exchange fund /completeness portfolio/ outright sales /equity collar (their differents)

PM:

1、 ethics / paying fee information selling in internet , pre-changing job

2、 GIPS TWR

3、 Portfolio structural change by derivatives

4、 Unit root

5、 Emerging markets

6、 Var

7、 APT and CAPM model effect factors

8、 Style tilts and rolling down yield curve

9、 Repo leverage / duration