FIN 8050BEF
FIN 8050BEF |
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INVESTMENT AND PORTFOLIO ANALYSIS |
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Course Coordinator:
Dr Ho Man, BSSc (CUHK); MSc (LBS); EMBA (Tsinghua); PhD (SUFE); CFA; Cert. in ESG Investing
Excluded Combinations
FIN 8014BED; FIN 8014BEF; FIN 8033BCD; FIN 8033BED; FIN 8033BCF; FIN 8033BEF
Aims
The course aims to explain the modern financial theories for investment and portfolio management. The course evaluates an analytical framework to value financial assets, and introduces the appropriate skills in choosing financial instruments for hedging portfolios and measuring portfolio performance.
Contents
The course covers the following topics:
Contact hours
A total of 45 contact hours across one term, including 11 three-hour lectures and four three-hour tutorial classes.
Assessment
This course is solely based on continuous assessment. Distribution of the marks is: 10% for Class participation, 30% for Assignment 1, 40% for Assignment 2, and 20% for Compulsory Oral Presentation. Students are required to submit assignments via the Online Learning Environment (OLE).
Equipment
Students will need access to a personal computer with an Internet connection.
Set book(s)
Bodie, Z., Kane, A., & Marcus, A. J. (2024). Investments. (13th ed.). McGraw-Hill.
