MFIN7002G - Investment analysis and portfolio management

Semester 1, 2022-23

Professor
Rujing Meng
Teaching assistant
N/A
Syllabus This course aims to provide candidates with understanding of (i) fundamental knowledge for asset valuation, (ii) portfolio management techniques for risk management and speculation, (iii) investment strategies adopted in financial market, and (iv) the recent development of portfolio management tools and investment strategies.  On the theoretical side, this course introduces fundamental knowledge for asset pricing, investment strategies, and portfolio management.  On the practical side, this course covers recent topics that are related to the investment strategies and portfolio management in both Hong Kong and United States.  Some projects about portfolio management and asset valuation are specially designed to let candidates apply the theoretical knowledge into practice.  This course is highly recommended for candidates who intend to pursue a career or further studies in investment strategies and portfolio management.  Of course, the knowledge will also be very useful when candidates make their own personal investment decision.
Course Objectives
  1. Investment environment and financial products
  2. Portfolio construction
  3. Asset pricing theory
  4. Investment performance evaluation
  5. Practice in trading and investment pitch
Learning Outcomes
Course Learning Outcomes
CLO1. Understand global financial products
CLO2. Stock pitch, portfolio construction, and develop investment strategies
CLO3. Integrate your prior knowledge into investment (Programming, industry exposure, and etc.)
 
Pre-requisites Nil
Compatibility Nil
Assessment
Description Type Weighting * Tentative Assessment Period /
Examination Period ^		 Course Learning Outcomes
Class participation, exercise and group projects Continuous Assessment 50% - CLO1, CLO2, CLO3
Written exam covers all taught content in the course Written Examination 50% TBC CLO1, CLO2, CLO3
* The weighting of coursework and examination marks is subject to approval
^ The exact examination date uses to be released when all enrolments are confirmed after add/drop period by the Examinations Office.  Students must oblige to the examination schedule.  Students should NOT enrol in the course if they are not certain that they will be in Hong Kong during the examination period.  Absent from examination may result in failure in the course.  There is no supplementary examination for all MSc curriculums in the Faculty of Engineering.
Course materials Selected course materials will be posted on the Moodle
Session dates
Date Time Venue Remark
Session 1 26 Aug 2022 (Fri) 6:30pm - 9:30pm Room J, Cyberport 4 Face-to-face + Online
Session 2 30 Aug 2022 (Tue) 6:30pm - 9:30pm Room J, Cyberport 4 Face-to-face + Online
Session 3 2 Sep 2022 (Fri) 6:30pm - 9:30pm Room J, Cyberport 4 Face-to-face + Online
Session 4 6 Sep 2022 (Tue) 6:30pm - 9:30pm Room J, Cyberport 4 Face-to-face + Online
Session 5 9 Sep 2022 (Fri) 6:30pm - 9:30pm Room J, Cyberport 4 Face-to-face + Online
Session 6 13 Sep 2022 (Tue) 6:30pm - 9:30pm Room J, Cyberport 4 Face-to-face + Online
Session 7 16 Sep 2022 (Fri) 6:30pm - 9:30pm Room J, Cyberport 4 Face-to-face + Online
Session 8 20 Sep 2022 (Tue) 6:30pm - 9:30pm Room J, Cyberport 4 Face-to-face + Online
Session 9 23 Sep 2022 (Fri) 6:30pm - 9:30pm Room J, Cyberport 4 Face-to-face + Online
Session 10 27 Sep 2022 (Tue) 6:30pm - 9:30pm Room J, Cyberport 4 Face-to-face + Online
Session 11 30 Sep 2022 (Fri) 6:30pm - 9:30pm Room J, Cyberport 4 Face-to-face + Online
Session 12 7 Oct 2022 (Fri) 6:30pm - 9:30pm Room J, Cyberport 4 Face-to-face + Online
 
Add/drop 26 August 2022 - 1 September 2022
Quota 100   [Priority to MFFintech & MSc(FTDA) students]
Back