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Capitol University: Cagayan de Oro City

This 3-unit course on investment portfolio management will be offered at Capitol University. The course is divided into three modules that will provide an understanding of asset allocation, manager selection, and dealing with market frictions. Students will learn modern portfolio theory, forecasting returns, and designing optimal portfolios. They will also explore the manager selection process and how to select managers for different asset classes. The course objectives are to acquaint students with investment theories and tools, teach practical skills, and allow students to evaluate investment opportunities and risks. The course will cover various investment instruments like stocks, bonds, mutual funds, real estate, and precious metals over 15 weeks.

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68 views

Capitol University: Cagayan de Oro City

This 3-unit course on investment portfolio management will be offered at Capitol University. The course is divided into three modules that will provide an understanding of asset allocation, manager selection, and dealing with market frictions. Students will learn modern portfolio theory, forecasting returns, and designing optimal portfolios. They will also explore the manager selection process and how to select managers for different asset classes. The course objectives are to acquaint students with investment theories and tools, teach practical skills, and allow students to evaluate investment opportunities and risks. The course will cover various investment instruments like stocks, bonds, mutual funds, real estate, and precious metals over 15 weeks.

Uploaded by

Jase Jbm
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOC, PDF, TXT or read online on Scribd
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CAPITOL UNIVERSITY

Cagayan de Oro City

COLLEGE OF BUSINESS AND ACCOUNTANCY

COURSE OUTLINE

Section Code : BA 186


Subject Title : INVESTMENT PORTFOLIO MANAGEMENT
Pre-requisite : All Prior Finance Subjects
Credit : 3 units

Course Description:
This course will provide students with an understanding of the theory and practice of investment decision
making. The course is divided into three modules: asset allocation, manager selection, and market frictions. It
examines the decision of how to allocate a portfolio across different asset classes (e.g., stocks, bonds, and real
estate). Using the tools developed in modern portfolio theory, students will examine the tradeoff between risk
and return, the optimization of the risk return tradeoff for a portfolio, and the role of forecasting expected
returns in designing an optimal portfolio. It also explores the process of selecting portfolio managers for the
different asset classes included in the portfolio. While the course is designed for students whose career
interests lie in the field of investment management, the topics covered and tools developed in the course will
be useful for personal investment as well.

Course Learning Objectives/Outcomes:


At the end of the courses, students can;
 Acquaint students with the theoretical foundation of modern portfolio theory, the major groups of
investors and their investment objectives and constraints.
 Learn how to employ practical skills in investment management, forming capital market expectations
and forecasting markets activity to justify major investment portfolio management strategy for equity
and fixed-income instruments.
 Familiarize themselves with various investment alternatives and enable them to understand how
these instruments work.
 Allow students to confront a variety of challenging investment issues that require them to identify
acceptable alternatives, assess the opportunities and the risks, and make and defend decisions.

Subject Coverage:

Week Day Topics/ Activity


1 Introduction: Investment Management: Part 1
1 2 Introduction: Investment Management: Part 2: Quiz/Oral/Case/Activity
3 Introduction: Investment Management: Quiz/Oral/Case/Activity
4 Bank Accounts and Credit Securities: Part 1
2 5 Bank Accounts and Credit Securities: Part 1 (continuation)
6 Bank Accounts and Credit Securities: Quiz/Oral/Case/Activity
7 Bank Accounts and Credit Securities: Part 2
3 8 Bank Accounts and Credit Securities: Part 2 (continuation)
9 Bank Accounts and Credit Securities: Quiz/Oral/Case/Activity
10 Stocks: Part 1
4 11 Stocks: Part 1 (continuation)
12 Stocks: Quiz/Oral/Case/Activity
13 Stocks: Part 2
5 14 Stocks: Part 2 (continuation)
15 Stocks: Quiz/Oral/Case/Activity
16
6 PRELIM EXAMINATION – July 22 – 26, 2019
17
18 Mutual Funds: Part 1
7 19 Mutual Funds: Part 1 (continuation)
20 Mutual Funds: Quiz/Oral/Case/Activity

Subject Title Date Prepared: Prepared by: Approved by:

Investment Portfolio June 19, 2019 JB Montecañas EE Figueroa


Management
CAPITOL UNIVERSITY
Cagayan de Oro City

COLLEGE OF BUSINESS AND ACCOUNTANCY

21 Mutual Funds: Part 2


8 22 Mutual Funds: Part 2 (continuation)
23 Mutual Funds: Quiz/Oral/Case/Activity
24 Real Estate: Part 1
9 25 Real Estate: Part 1 (continuation)
26 Real Estate: Quiz/Oral/Case/Activity
27 Real Estate: Part 2
10 28 Real Estate: Part 2 (continuation)
29 Real Estate: Quiz/Oral/Case/Activity
30 Precious Metals and Stones: Part 1
11 31 Precious Metals and Stones: Part 1 (continuation)
32 Precious Metals and Stones: Quiz/Oral/Case/Activity
33 Precious Metals and Stones: Part 2
12 34 Precious Metals and Stones: Part 2 (continuation)
35 Precious Metals and Stones: Quiz/Oral/Case/Activity
36
13 MIDTERM EXAMINATION – September 9 – 13, 2019
37
38 Personal Finance: Part 1
14 39 Personal Finance: Part 1 (continuation)
40 Personal Finance: Quiz/Oral/Case/Activity
41 Personal Finance: Part 2
15 42 Personal Finance: Part 2 (continuation)
43 Personal Finance: Quiz/Oral/Case/Activity
44 The Basics of Capital Market: Part 1
16 45 The Basics of Capital Market: Part 1 (continuation)
46 The Basics of Capital Market: Quiz/Oral/Case/Activity
47 The Basics of Capital Market: Part 2
17 48 The Basics of Capital Market: Part 2 (continuation)
49 The Basics of Capital Market: Quiz/Oral/Case/Activity
50
18 51 Final Group Project Presentation
52
53
19 54 FINAL EXAMINATION – October 21 - 25, 2019
55

Textbook:
Investment Analysis and Portfolio Management, Jaipur National University, Jaipur. 2014
Reilly, Frank and Brown, Keith. Investment Analysis and Portfolio Management. South-Western Cengage
Learning. 2012

Other References
Hirt, G. & Block, S. Fundamentals of investment management. (10th ed.). New York, NY: McGraw-Hill Irwin.
2012
Mejorada, Nenita D. Investment Management and Personal Finance. JMC Press, Inc., 2003
Ilano, Alberto R, et al, Investment management and the Philippine Stock Market, Raintree Publishing, Inc.
2003

Subject Title Date Prepared: Prepared by: Approved by:

Investment Portfolio June 19, 2019 JB Montecañas EE Figueroa


Management

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