Investment Portfolio Analysis and Asset Management

Course no.: 05-01-EXC-15221-A

Investment Portfolio Analysis and Asset Management is to introduce fundamental principles of investments and to major issues currently of concern to all investors. This is the second course following by the Personal Financial Management: The 4 core pillars. The course will provide students a comprehensive understanding of the role of modern financial theory in portfolio management and to present a framework for addressing a wide range of issues in the management of financial assets.

The concepts and skills developed from the course enable students to conduct a sophisticated assessment of current issues and debates covered by popular media. The course will focus on intuition and practical applications of investment theory as well as some analytical analysis.

The course emphasize on equity part and topics include: portfolio theory, equilibrium in capital markets, portfolio performance evaluation, and asset management. The risk and return analysis and portfolio theory provide corporate leaders (CEOs and CFOs) with knowledge on how to make investment decisions to optimize the trade-off between risk and return.

Teaching Mode: Face-to-face

Medium of Instruction: English

Quota: 20 per class

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To understand fundamental knowledge about investment strategies and asset management
To understand the equity portfolio management techniques
To understand different equity valuation techniques
To understand the concepts and applications of capital market equilibrium and market efficiency
To understand portfolio performance evaluation, and current issues about investments and portfolio management

Programme Contents

Session	Contents
1	Overview of Investments and Asset Classes
2	Investments Strategy and Asset Management
3	Risk, Return, Diversification & Portfolio Construction
4	Evaluation of Portfolio & Asset Class Performance

Schedule:

Session	Date	Time	Venue
1	19 Feb 2025 (Wed)	17.30 – 19.30	R903
2	26 Feb 2025 (Wed)	17.30 – 19.30
3	5 Mar 2025 (Wed)	17.30 – 19.30
4	12 Mar 2025 (Wed)	17.30 – 19.30

Mr. Clive Ho

Clive has over 15 years teaching experiences in Financial Planning and Investments Portfolio Management in tertiary education. He believes that Finance is a piece of art rather than sophisticated math that help individual investors get wealthy over-time slowly but not overnight.