CUHK - School of Continuing and Professional Studies

Investment - Principles and Techniques for Professionals (Internet Mode) 專業投資原理及方法 (網上模式)

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Course Information

Schedules
  • 20 Jun 2022 (Mon)
Registration period
15 Feb 2022 (Tue) - 13 Jun 2022 (Mon)
Price
HKD 1,030
Course Level
Study Mode
Duration
13 Week(s)
Language
English
Location
-
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Course Overview

Introduction :

This course provides students with the theory, the methods, and the intricacy of Investment. The course provides students with a range of investment concepts and ideas that can be applied in decision-making in real investment/ business situations. It acquaints students with the concepts of portfolio analysis in the general area of institutional investment management. Students will learn how to determine the best investment decision through a systematic assessment of the pros and cons.

Course materials include: 'Course Guide', 'Course Notes', 'Course Assignments' and 'Study Schedule'.

* Students are required to purchase the textbook on their own. For details, please refer to the column 'Required Textbook' below.

What You’ll Learn

Course Outline :

Part 1 Background, Basic Principles, and Investment Policy
• The Process of Portfolio Management
• Valuation, Risk, Return, and Uncertainty
• Setting Portfolio Objectives
• Investment Policy

Part 2 Portfolio Construction
• The Mathematics of Diversification
• Why Diversification is a Good Idea
• International Investment and Diversification
• The Capital Markets and Market Efficiency
• Picking the Equity Players
• Equity Valuation Tools
• Security Screening
• Bond Pricing and Selection
• The Role of Real Assets
• Alternative Assets

Part 3 Portfolio Management
• Revision of the Equity Portfolio
• Revision of the Fixed-Income Portfolio
• Principles of Options and Option Pricing
• Option Overwriting
• Performance Evaluation
• Fiduciary Duties and Responsibilities

Part 4 Portfolio Protection and Emerging Topics
• Principles of the Future Market
• Benching the Equity Players
• Removing Interest-Rate Risk
• Integrating Derivative Assets and Portfolio Management
• Contemporary Issues in Portfolio Management

Required Textbook 

Zvi Bodie, Alex Kane & Alan J.Marcus. Essentials of Investment, McGraw Hill

* Students are required to purchase the textbook on their own.

 



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