This course focuses on the design and management of investment portfolios that meet the targeted investor’s objectives. Both passive and active strategies are examined together with an in-depth review of pricing efficiency in securities markets and the implications for portfolio managers. Additional topics include strategies for managing security analysis and stock valuation, international diversification, and portfolio performance evaluation. The aim of this course is to help students: 1. To develop an understanding of the basic principal of capital market theories. 2. To develop an understanding of the nature and function of derivative instruments. 3. To develop an ability to understand the linkage between the capital market theories and investment strategies. 4. To develop an ability to apply the capital market theories and investment strategies in planning and administrating investment portfolios.

CILO-1: Link the capital market theories and investment strategies together. CILO-2: Construct a portfolio using appropriate combinations of financial instruments to achieve objectives for different parties. CILO-3: Identify the unethical issues in the financial markets. CILO-4: Collect information and data from Eikon terminal for Analysis.