People Innovation Excellence

Investment Analysis and Portfolio Management

Learning Outcomes:

  1. Explain the investment background
  2. Apply the developments in investment theory
  3. Analyze the asset valuation approach
  4. Analyze the evaluation of portfolio performance

Topics:

  1. The Investment Setting
  2. Asset Allocations and Security Selection
  3. Efficient Capital market, Behavioural Finance and Technical Analysis
  4. An Introduction to Portfolio Management
  5. Asset Pricing Models: CAPM
  6. Asset Pricing Models: APT
  7. The Top-Down Approach to Market Industry and Company Analysis
  8. The Practice of Fundamental Investing
  9. An Introduction to Derivative Markets and Securities
  10. Evaluation of Portfolio Performance

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