Unit Code: FIN701

Unit Name: Investment and Portfolio Analysis

Description: This course will allow students to obtain a broad knowledge of the asset allocation process, security markets, market structures, the risk-return characteristics of investment products, and hedging applications with financial innovations through the course materials, lectures, discussions, and assignments. The emphasis of this course is on both intellectual stimulation and practical rigorous applications, through the security analysis project. The course emphasis is on the development of both quantitative analytic skills and presentation skills. It provides a comprehensive coverage of basic concepts, theories, applications and decision-making rules in financial investments. In particular, the unit will focus on the analysis of stocks, bonds, options and other derivative securities. Additionally, the unit will examine the role and performance of portfolio managers, mutual funds and other investment companies. This unit provides students with crucial concepts of investment decision-making, portfolio theory and valuation model of financial assets. Capital Asset Pricing Model (CAPM) and Arbitrage Pricing Theory (APT) are emphasized.

Learning Target Outcomes:

Prerequisite: FIN601

Prerequisite Sentence: N/A

Credit Point: 15

Offered In: Semester 1