金融市場(chǎng)分析科研項(xiàng)目：從經(jīng)濟(jì)學(xué)思維中解析公司金融戰(zhàn)略下的投資分析和金融市場(chǎng)風(fēng)險(xiǎn)評(píng)估研究【大學(xué)組】

導(dǎo)師學(xué)校介紹

牛津大學(xué)（University of Oxford），簡(jiǎn)稱“牛津”（Oxford），位于英國(guó)牛津，世界頂尖的公立研究型大學(xué)，采用書院聯(lián)邦制。其與劍橋大學(xué)并稱為牛劍，是羅素大學(xué)集團(tuán)成員，被譽(yù)為“金三角名?！焙汀癎5超級(jí)精英大學(xué)”。牛津大學(xué)的具體建校時(shí)間已不可考，但有檔案明確記載的最早的授課時(shí)間為1096年，之后在1167年因得到了英國(guó)皇室的大力支持而快速發(fā)展。

牛津大學(xué)是英語世界中最古老的大學(xué)，也是世界上現(xiàn)存第二古老的高等教育機(jī)構(gòu)。該校涌現(xiàn)了一批引領(lǐng)時(shí)代的科學(xué)巨匠，培養(yǎng)了大量開創(chuàng)紀(jì)元的藝術(shù)大師、國(guó)家元首，其中包括28位英國(guó)首相及數(shù)十位世界各國(guó)元首、政商界領(lǐng)袖。牛津大學(xué)在數(shù)學(xué)、物理、醫(yī)學(xué)、法學(xué)、商學(xué)等多個(gè)領(lǐng)域擁有崇高的學(xué)術(shù)地位及廣泛的影響力，被公認(rèn)為是當(dāng)今世界最頂尖的高等教育機(jī)構(gòu)之一。從1902年起，牛津大學(xué)還設(shè)立了面向全世界本科生的“羅德獎(jiǎng)學(xué)金”。截止至2019年3月，牛津大學(xué)的校友、教授及研究人員中，共有72位諾貝爾獎(jiǎng)得主（世界第九）、3位菲爾茲獎(jiǎng)得主（世界第二十）、6位圖靈獎(jiǎng)得主（世界第九）。

導(dǎo)師詳細(xì)介紹

導(dǎo)師昵稱

Arhat

導(dǎo)師級(jí)別

終身教職

導(dǎo)師學(xué)校

牛津大學(xué)University of Oxford

Arhat導(dǎo)師在牛津大學(xué)多個(gè)學(xué)院（賽德商學(xué)院、布拉塞諾斯學(xué)院、圣凱瑟琳學(xué)院）擔(dān)任經(jīng)濟(jì)學(xué)/財(cái)務(wù)會(huì)計(jì)終身教職，導(dǎo)師本科畢業(yè)于牛津大學(xué)PPE專業(yè)，后進(jìn)入LSE攻讀經(jīng)濟(jì)學(xué)碩士學(xué)位，并在此基礎(chǔ)上獲得了LSE的數(shù)學(xué)和哲學(xué)博士學(xué)位。得益于導(dǎo)師出眾的交叉學(xué)科能力，他的經(jīng)濟(jì)學(xué)專業(yè)的研究成果和教學(xué)水平受到了業(yè)內(nèi)的一致好評(píng)。導(dǎo)師在LSE任職期間就多次獲得學(xué)生評(píng)選出的優(yōu)秀教師獎(jiǎng)項(xiàng)。導(dǎo)師除了在學(xué)術(shù)研究反面頗有建樹之外，他在實(shí)踐工作中也經(jīng)驗(yàn)豐富。導(dǎo)師持有英國(guó)精算學(xué)會(huì)持有會(huì)員席位，也曾是百慕大金融管理局（BMA）高管團(tuán)隊(duì)的一員，任職于政策、研究與風(fēng)險(xiǎn)部門。導(dǎo)師在多家知名機(jī)構(gòu)和企業(yè)擔(dān)任顧問，其中包括百慕大金融管理局、百慕大銀行、百慕大政府、英國(guó)外交部、德國(guó)財(cái)政部等。

Arhat’s areas of expertise span the economics,finance,and accounting disciplines.He holds Lectureships in Economics at Christ Church and St Catherine’s College within the University of Oxford.In previous years,while at Oxford,he held Lectureships in Economics at Brasenose College,St John’s College,St Peter’s College and Hertford College,as well as a Lectureship in Management at Hertford College.Arhat serves as an adjunct member of the Economics Faculty at Hong Kong University,as well as being a Research Associate at the London School of Economics(LSE).Arhat is also a member of the Institute and Faculty of Actuaries.

Arhat’s areas of expertise span across economics,finance,accounting,and philosophy.He holds Lectureships in Economics at Oriel and St Catherine’s Colleges within the University of Oxford.In previous years,he held Lectureships in Economics and in Management at several Oxford colleges.Arhat serves as an adjunct member of the Economics Faculty at Hong Kong University,as well as being a Research Associate at the London School of Economics(LSE).Arhat is also a member of the Institute and Faculty of Actuaries.Prior to returning to Oxford in 2014,Arhat was a member of the senior management team at the Bermuda Monetary Authority(BMA),working as a Director of Policy,Research and Risk;the BMA is the integrated regulator of Bermuda’s financial services industry.Previous to that,he held positions as a London School of Economics(LSE)Fellow in Economics,a Research Fellow in the Philosophy of Economics at the University of Bielefeld and a Visiting Lecturer in Economics at City University(London).

適合人群

方向：金融商科

專業(yè)：金融

適合專業(yè)：金融學(xué),財(cái)務(wù)管理,會(huì)計(jì)學(xué),管理學(xué),財(cái)務(wù)學(xué),國(guó)際金融,風(fēng)險(xiǎn)管理,量化金融

項(xiàng)目?jī)r(jià)格：33800

項(xiàng)目周期：7周在線小組科研+5周論文輔導(dǎo)

是否建議高中生學(xué)習(xí)：否

是否建議大學(xué)生學(xué)習(xí)：是

語言：英文

難度：中級(jí)/高級(jí)難度

建議具備的基礎(chǔ)：金融、財(cái)務(wù)管理、商業(yè)分析、經(jīng)濟(jì)、會(huì)計(jì)、國(guó)際商務(wù)等商科專業(yè)或者希望修讀商科專業(yè)的學(xué)生，以及未來有創(chuàng)業(yè)想法的學(xué)生；掌握多元微積分基礎(chǔ)知識(shí)，對(duì)經(jīng)濟(jì)模型有一定了解的學(xué)生優(yōu)先

科研項(xiàng)目產(chǎn)出

7周在線小組科研學(xué)習(xí)+5周論文指導(dǎo)學(xué)習(xí)共125課時(shí)+不限時(shí)論文指導(dǎo)

學(xué)術(shù)報(bào)告

優(yōu)秀學(xué)員獲主導(dǎo)師Reference Letter

EI/CPCI/Scopus/ProQuest/Crossref/EBSCO或同等級(jí)別索引國(guó)際會(huì)議全文投遞與發(fā)表指導(dǎo)（可用于申請(qǐng)）

結(jié)業(yè)證書

成績(jī)單

項(xiàng)目介紹

本項(xiàng)目將介紹現(xiàn)代金融市場(chǎng)分析的基本理論概念。學(xué)生將在項(xiàng)目中學(xué)習(xí)到：

(1)融資和投資對(duì)企業(yè)政策的相關(guān)性和金融市場(chǎng)的作用;

(2)如何根據(jù)投資項(xiàng)目和證券的現(xiàn)金流量對(duì)其進(jìn)行估值;

(3)市場(chǎng)的不確定性如何影響上述所有決策分析

雖然本項(xiàng)目涉及大量的量化內(nèi)容，但我們強(qiáng)調(diào)經(jīng)濟(jì)直覺和思維貫穿于整個(gè)學(xué)習(xí)過程。本項(xiàng)目將為學(xué)生提供一個(gè)分析金融問題的框架，因此本項(xiàng)目可以作為其他任何高級(jí)金融選修課的先修內(nèi)容。

This program introduces the fundamental theoretical concepts underlying the modern analysis of financial markets.Students will learn

(1)about the relevance of financing and investment for corporate policy and the role of financial markets;

(2)how to value investment projects and securities based on their cash flow streams;

(3)how uncertainty affects all the aforementioned

While the program involves extensive quantitative training,we put emphasis on economic intuition and thinking throughout the topics covered.The program equips students with a framework for analyzing financial problems and can therefore be considered a prerequisite for any advanced finance elective courses.

項(xiàng)目背景

在快速變革與迭代的時(shí)代，商業(yè)創(chuàng)新與企業(yè)戰(zhàn)略決策成為企業(yè)能否常葆活力的關(guān)鍵，而對(duì)金融市場(chǎng)的分析和判斷則影響著企業(yè)能否做出合時(shí)宜的決策。除卻金融理論外，對(duì)經(jīng)濟(jì)的敏銳直覺和思維方式有時(shí)也可以幫助企業(yè)家決勝于千里之外。項(xiàng)目在來自牛津大學(xué)商學(xué)院的導(dǎo)師指導(dǎo)下，依托前沿金融市場(chǎng)與財(cái)務(wù)戰(zhàn)略決策基礎(chǔ)理論，著重培養(yǎng)學(xué)生的國(guó)際視野和經(jīng)濟(jì)直覺以及思維方式。項(xiàng)目將講授金融市場(chǎng)現(xiàn)代分析的基礎(chǔ)理論概念。學(xué)生將通過項(xiàng)目學(xué)習(xí)企業(yè)投融資策略、金融市場(chǎng)作用，依據(jù)現(xiàn)金流對(duì)投資項(xiàng)目和證券進(jìn)行估值，探討不確定性的影響，為日后創(chuàng)業(yè)或者高階學(xué)習(xí)奠定堅(jiān)實(shí)基礎(chǔ)。

In the era of rapid change and iteration,business innovation and corporate strategic decision-making are the keys to whether an enterprise can maintain its vitality,and the analysis and judgment of the financial market affect whether an enterprise can make timely decisions.In addition to financial theory,keen intuition and way of thinking about the economy can often help entrepreneurs to gain a decisive victory a thousand miles away.This program,instructed by the instructor from Business School at the University of Oxford and relying on cutting-edge theories of financial market and financial strategic decision-making,commits to cultivating students'international vision,economic intuition,and way of thinking.The program will introduce the fundamental theoretical concepts of modern analysis of financial markets.Students will learn corporate investment and financing strategies,the role of financial markets through the program,value investment projects and securities based on cash flow,explore the impact of uncertainty and be well prepared for future entrepreneurship or advanced learning.

項(xiàng)目大綱介紹

投資決策：金融概論、財(cái)務(wù)報(bào)告與金融、投資與融資、財(cái)務(wù)經(jīng)理與金融市場(chǎng)、費(fèi)雪模型、股東價(jià)值最大化、復(fù)利頻率等Investment Decisions

估值：股息貼現(xiàn)模型（DDM）、增長(zhǎng)機(jī)會(huì)、市盈率、固定收益證券、利率期限結(jié)構(gòu)等Valuation&the Modigliani-Miller Propositions

收益與風(fēng)險(xiǎn)：投資組合理論：收益與風(fēng)險(xiǎn)、基礎(chǔ)統(tǒng)計(jì)、投資者偏好、投資組合理論等Return and Risk

資本資產(chǎn)定價(jià)模型（CAPM）：CAPM應(yīng)用、資本成本等Asset Pricing(CAPM)

項(xiàng)目回顧與成果展示Program Review and Presentation

論文輔導(dǎo)Project Deliverables Tutoring

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