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EF3320 - Security Analysis and Portfolio Management

Offering Academic Unit
Department of Economics and Finance
Credit Units
3
Course Duration
One Semester
Pre-requisite(s)
CB3410 or FB3410
Equivalent Course(s)

EF3320A

Course Offering Term*:
Semester A 2017/18

* The offering term is subject to change without prior notice
 
Course Aims

This course studies classical portfolio theory and standard asset pricing models at an introductory level. After completing the course, students are expected to be able to apply the fundamental principles to analyze stocks and bonds investment problems, formulate trading strategies, and manage financial portfolios. In particular, students will apply the theories and models of portfolio management and act as financial advisors. They will come up with portfolios for their clients and calculate and interpret the risks and returns. This is an introduction to a client-facing career and will encourage students to apply their knowledge in an innovative manner.


Assessment (Indicative only, please check the detailed course information)

Continuous Assessment: 40%
Examination: 60%
Examination Duration: 2 hours
 
Detailed Course Information

EF3320.pdf

Useful Links

Department of Economics and Finance