ANNOUNCEMENTS:
Lecturer: Dr. Ho, Diep, PhD [email protected] (Tel. 0946 317 379, Room A1.305, Thu Duc Campus)
Teaching Assistant: Mr Tran Duy Khiem
Course Aims:
 All investors – from the largest sovereign wealth funds to the smallest individual investors – share common issues in investing: how to meet their liabilities, how to decide where to invest, and how much risk to take on. In this course, you will learn how to think about, discuss, and formulate solutions to these investment questions. You will learn the theory and the real-world skills necessary to design, execute, and evaluate investment proposals that meet financial objectives. You will then learn how to construct optimal portfolios that manage risk effectively, and how to capitalize on understanding behavioral biases and irrational behavior in financial markets. You will learn the best practices in portfolio management and performance evaluation as well as current investment strategies.
This portfolio management course updates fundamental portfolio management theory and practice to match the level of sophistication of today’s practitioners. It is based on a a combination of:
This course is for the portfolio manager, aspiring portfolio manager, wealth manager, or pension plan manager. It is intend as an introduction guide to portfolio management.
Prerequisite course:
Units of Credit:
This course is worth [2 credits].
Teaching times and Locations:
Lecture Time: Monday and Thursday, 6pm-9pm
Venue: Room B.401,
3B Lý Tự Trọng,
Quận 1,
TP.Hồ Chí Minh
Academic Integrity:
Integrity is critical to the learning process and to all that we do here at HCMIU. A student’s responsibilities include, but are not limited to:
Attendance:
Regular and punctual attendance at lectures and seminars is expected in this course. University regulations indicate that if students attend less than eighty per cent of scheduled classes they may be refused final assessment. Exemptions may only be made on medical grounds.
While we do not penalise occasional tardiness, a pattern of repeated unexplained late arrivals and non-attendance shall negatively impact the student's class participation grade. Understandably, job search or other obligations may occasionally conflict with class. It is each student’s responsibility to find out from his/her classmates what has been missed during the absence.
Homework:
Homework and other assignments are expected to be completed on time. Late Assignments will not be accepted unless due to documented serious illness or family emergency.
All electronic devices must be turned off prior to the start of each class meeting.
Laptops, tablets, ipad, cell phones, smartphones and other electronic devices are a disturbance to both students and the lecturers.
Calculator:
You need a calculator for this class. A scientific calculator is good enough; you do not need to buy a financial one. As a rule, you will use spreadsheets for homework assignments, and the calculator for the simple examples in class, and, most importantly, for the exams. It is a very bad idea to wait for the last week before buying a calculator.
Study Groups:
It is highly encourage that you regularly review the readings and class notes in a study group. Don’t wait until exam week to set up such a study group. By then it’s too late. You are encouraged to work on the problem sets with your study group, but you must hand in your own answers for individual tasks.
Attendance:
Regular and punctual attendance at lectures and seminars is expected in this course. University regulations indicate that if students attend less than eighty per cent of scheduled classes they may be refused final assessment.
Assessment Details:
The final grade is computed as follows:
Class Participation 20%
Case Write-ups 20%
Group Assignment 20%
Final Exam 40%
Total 100%
Exam shall be semi-open book. Each student, may bring in a calculator and one A4 cheat sheet. Two sides of the sheet may be filled with anything the student wishes, but must be handwritten by him/her (no photocopying).
In addition, since I wish to emphasize practical skills, students shall complete assignments that use actual data, where possible--and to reflect how most companies conduct business, students shall form groups to handle these assignments. Groups shall comprise four to five students – no less, no more. In addition, all group members shall score their team mates on how well they have contributed to the assignment (see "Peer Group Participation Form.doc" in the file cabinet section).
Class participation is important and will be explicitly rewarded (20% of the total grade). Effectively, the class participation grade may change a grade near a cutoff. While we do not penalise occasional tardiness, a pattern of repeated unexplained late arrivals and non-attendance shall negatively impact the class participation grade. Understandably, job search or other obligations may occasionally conflict with class. It is each student’s responsibility to find out from his/her classmates what has been missed during the absence.
Textbook:
Course outline:
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Lectures >