概要

In recent years, the virtual assets industry has grown rapidly. Asset managers, brokers, and traders have been evaluating virtual assets as a new investible asset class and trying to position them into a professional portfolio.

宗旨

The course will help the participants to:
- Gain an understanding of how the risk/return profile of virtual assets fits into a professionally-managed portfolio
- Learn the logic behind the investment theses in driving continued interest in virtual asset
- Be able to identify the 4 types of risks in the virtual assets market and how to mitigate them
- Gain an in-depth understanding of the primary and secondary market landscape for virtual assets, and how to partner for success
- Be able to describe the benefits of using tokenisation for securitisation
- Position themselves or their firm to capture opportunities in the growing virtual assets industry
- Understand the regulatory landscape for virtual assets in Hong Kong and beyond

內容

1. A quick review of industry history and recent market growth
2. Defining the virtual assets, including different asset sub-types (NFTs, securities, commodities, currency, etc.)
3. How to position virtual assets in a professional portfolio, including the current investment theses for the asset class
4. Investment products traded in the markets today
5. An overview of market sentiment and price drivers
6. An overview of primary and secondary market infrastructures
7. Identifying the differences between licensed vs unlicensed counterparties
8. Asset tokenisation (including tokenised securities) and the opportunities for financial intermediaries
9. Identifying and mitigating market, credit, liquidity, and operational risk in virtual assets
10. Regulatory trends in Hong Kong, Singapore, and ROW

對象

This course is primarily targeted at asset managers, brokers and traders and sophisticated professional investors who may consider investing in virtual assets.

資產財富管理業先導計劃 - 專業培訓資助計劃

本課程已被審批為「提升資產財富管理業人才培訓先導計劃」（以下簡稱「資產財富管理業先導計劃」 其下之「專業培訓資助計劃」（以下簡稱「本計劃」）。本計劃旨在提升資產財富管理業在職從業員的專業能力水準及協助金融服務業內其他從業員學習所需的知識和技能，使他們能投身資產財富管理業。合資格之申請人按香港證券及投資學會之要求完成課程後將可獲香港特區政府資助80%學費，上限為HK$15,000。 香港證券及投資學會為資產財富管理業先導計劃之執行機構，有關申請要求之細則及手續，請參閱專為資產財富管理業先導計劃而設之網站(https://www.wamtalent.org.hk/)。