This is an introductory but demanding course in investments. This course endeavours to provide the basic understanding and tools to conduct portfolio analysis, make investment decisions, and manage portfolios. By the end of this course, students should have a broad understanding of investments and portfolio management. This course covers the analysis of various investment vehicles, allocation of assets, and modern portfolio theory. Students will learn valuation, portfolio construction and evaluation techniques, and apply investment techniques using Excel.
Students are expected to review Financial Management. To maximize acquisition of new knowledge, the instructors will not cover overlapping topics with Financial Management, but these topics remain examinable.
| AUs | 3.0 AUs |
| Grade Type | |
| Prerequisite | AB1201, BU8201, RE8005, BU5201 |
| Exam | 3 December 2026, 1.00 pm - 3.00 pm |
The Exam information shown may be subject to changes. Students are to check the finalised exam timetable with exam seat information, which will be available at the 'Examination Seating Arrangement' webpage, 2 weeks before start of examination.
Prerequisite Graph
Required first
AB1201Financial ManagementBU5201Business FinanceBU8201Business FinanceRE8005Financial ManagementInvestments
Available Indexes
| Mon | Tue | Wed | Thu | Fri | ||
|---|---|---|---|---|---|---|
| 930 | 00164 SEM (5) 0930-1220 Mon S3-SR10 | 00166 SEM (7) 0930-1220 Tue S4-SR8 | 00160 SEM (1) 0930-1220 Wed ABS-SR6 | 00162 SEM (3) 0930-1220 Thu ABS-SR6 | 00170 SEM (11) 0930-1220 Thu S3-SR2 | 00168 SEM (9) 0930-1220 Fri S3-SR4 |
| 1000 | ||||||
| 1030 | ||||||
| 1100 | ||||||
| 1130 | ||||||
| 1200 | ||||||
| 1230 | ||||||
| 1300 | ||||||
| 1330 | ||||||
| 1400 | ||||||
| 1430 | 00165 SEM (6) 1430-1720 Mon S3-SR7 | 00167 SEM (8) 1430-1720 Tue FTR3 | 00161 SEM (2) 1430-1720 Wed S3-SR9 | 00163 SEM (4) 1430-1720 Thu S3-SR4 | 00169 SEM (10) 1430-1720 Fri S3-SR4 | |
| 1500 | ||||||
| 1530 | ||||||
| 1600 | ||||||
| 1630 | ||||||
| 1700 | ||||||