Documente Academic
Documente Profesional
Documente Cultură
This course begins by describing the investment environment, the various developments in investment
theory, and the principles and practices of valuation. The analyses of fixed-income securities, equity
securities, derivative securities, together with other securities such as unit trusts, will then be discussed.
The theories, principles, and techniques of portfolio management will also be presented. The topics
include the portfolio investment process, asset allocation, portfolio construction, and portfolio
performance evaluation. Throughout the course, a global perspective will be emphasized.
2. Asset Allocation
• Individual investor life cycle
• Portfolio management process
• The investment policy statement
• Objectives & constraints of institutional investors
• Importance of asset allocation
Recess
Week No. Topics Readings
9 Analysis of Common Stocks RB Ch 18-20
27. Review
Required Materials
RB Frank Reilly & Keith Brown, Investment Analysis and Portfolio Management, Harcourt Brace
th
& Co., 5 edition (HG4521.R362)
References Materials
William F. Sharpe, Gordon J. Alexander and Jeffrey V. Bailey, Investments, Prentice Hall
Method of Instruction
Course Assessment