INVESTMENT ANALYSIS
Course Title
INVESTMENT ANALYSIS
Course Code
INAN431137
Credit
Equivalent Course
N/A
Prerequisite
N/A
Program Level
Program
Instruction Language
Requirement in Business English Program
Applicable for Business English Program
Semester in Business English Program
Overview
This course provides students with a basic knowledge of investment analysis and procedures for evaluating activities of domestic and international investment. The course enables students to make forecasts for changes in the field of investment. Students have the opportunity to practice analyzing the effectiveness of investment activities.
Objectives
| Goals | Goal description |
|---|---|
| G1 | Basic knowledge of investment analysis such as rate of return and risk, allocation and management of asset portfolios, stock markets and capital markets |
| G2 | Theoretical knowledge of investment which students can apply in practice |
| G3 | Communication skills and teamwork collaboration |
| G4 | 1. Ability to apply knowledge in the field of investment analysis and evaluate alternative investments and investment selection 2. Ability to analyze financial statements and investment opportunities in English |
Learning Outcomes
| Learning Outcomes |
Description |
|---|---|
| G1 | 1. Explain basic concepts of investment analysis including the relationship between the rate of return and investment risk (asset allocation, portfolio investments, financial statements, and the stock market and stock index) 2. Describe the process of investment analysis, portfolio management, financial statements and the importance of asset allocation |
| G2 | 1. Analyze situations in the field of investment analysis 2. Analyze and forecast risks and return on portfolio management, evaluate the effectiveness of portfolios, securities and asset allocation |
| G3 | 1. Develop communication skills and present reports in the field of investment analysis 2. Develop teamwork collaboration |
| G4 | 1. Recognize the important role of investment analysis in the business environment 2. Identify appropriate investment approaches to manage the portfolio investment effectively 3. Make financial statements and evaluate the portfolio investment 4. Evaluate the market and outline the plans for investments 5. Evaluate the effectiveness of investment options in simulation situations |
Materials
1. Frank K. Reilly and Keith C. Brown (2012). Investment analysis and Portfolio Management (10th ed.). Cengage Learning, USA.
2. Richard A. DeFusco Et. Al (2007). Quantitative Investment Analysis Work Book (2nd ed.). John Wiley & Sons, Inc., Canada.
Assessment
| Types | Percentage |
|---|---|
| Weekly Minitests | 10 |
| Assignments | 15 |
| Mid-term tests | 10 |
| Presentation/Project | 15 |
| Final exam | 50 |
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