| Relevance of Course Objectives and Core Learning Outcomes(%) |
Teaching and Assessment Methods for Course Objectives |
| Course Objectives |
Competency Indicators |
Ratio(%) |
Teaching Methods |
Assessment Methods |
| The objective of this course is to provide an understanding of the role of modern financial theory in portfolio management and to present a framework for addressing current issues in the management of financial assets. |
|
|
| Discussion |
| Lecturing |
| topic Discussion/Production |
|
| Attendance |
| Oral Presentation |
| Quiz |
|
| Course Content and Homework/Schedule/Tests Schedule |
| Week |
Course Content |
| Week 1 |
Investment: Background and Issues |
| Week 2 |
Asset Classes and Financial Instruments |
| Week 3 |
Securities Markets |
| Week 4 |
Mutual Funds and Other Investment Companies |
| Week 5 |
Risk and Return |
| Week 6 |
Capital Allocation to Risky Assets |
| Week 7 |
Optimal Risky Portfolios |
| Week 8 |
The Capital Asset Pricing Model |
| Week 9 |
The Efficient Market Hypothesis |
| Week 10 |
Bond Prices and Yields
The Term Structure of Interest Rates
Managing Bond Portfolios
|
| Week 11 |
Macroeconomic and Industry Analysis
Equity Valuation
|
| Week 12 |
Financial Statement Analysis
Performance Evaluation and Active Portfolio Management |
| Week 13 |
Self-directed learning
Prepare for group term paper
|
| Week 14 |
Self-directed learning
Prepare for group term paper |
| Week 15 |
Final exam |
| Week 16 |
Presentation |
| Week 17 |
Presentation
|
| Week 18 |
Presentation |
|
| Evaluation |
Final exam 50%
Presentation 50%
|
| Textbook & other References |
| “Investments” by Zvi Bodie, Alex Kane, and Alan J. Marcus, 13th Edition (2024), Irwin/McGraw-Hill |
| Teaching Aids & Teacher's Website |
| Notes will be put on the eLearning. |
| Office Hours |
| Tue AM: 12:00-14:00 |
| Sustainable Development Goals, SDGs |
| 04.Quality Education 08.Decent Work and Economic Growth | include experience courses：N |
|