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Investment Analysis and Portfolio Management


XuetangX

Free

Enrollment in this course is by invitation only

About This Course

Setting sail with the classic investment theory, this course delivers both fundamental and practical perspectives of discussion on investment. With the aim of getting the whole package of finance expertise ready for its audiences, this course covers the logic link between investment and risk, the function and mechanism of the capital market, investment banking, portfolio management and performance evaluation. 

If you are still battling on whether to take this course, perhaps taking a look for a detailed description for teaching content below would help. 

  • Efficient Market Theory

  • Modern Portfolio Theory

  • Capital Asset Pricing Model

  • Multi-Factor Model

  • Bond Evaluation

  • Portfolio Management Strategy

  • Quantitative analysis via Excel 

Requirements

Background of Finance and Statistics would be of help.

Course Staff

Course Staff Image #1

Staff Member #1

In 2019, Dr Hao Jiang obtained her PhD degree in Finance from the University of Wollongong in Australia. During her post-graduate study, she worked for the Finance Faculty in the University of Wollongong as a tutor. Returning to her hometown, Hao joined the Dongbei University of Finance Economics in 2020. Building her teaching career from an honor student to bilingual lecturer, Hao is catching up on her academic path with an ESCI paper as a start. 

Course Staff Image #2

Staff Member #2

Dandan Li, Associate Professor in Dongbei University of Finance and Economics. PhD in Economics, University of Bath, UK. Teaching courses included Financial Modeling using EXCEL, Investment Banking, Portfolio Management and Assets Allocation, Alternative Investment, Financial Modeling using MATLAB, Private Equity and REITs. Published 5 SSCI/CSSCI paper, organized more than 10 provincial or national research fund projects. Won honors including Excellent Teachers and Provincial First-Class Courses.

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Course's Feedback

4.75/5

2 assessment(s)

  1. Course Number

    DUFE-IAPM
  2. Enrollment Start

  3. Enrollment End

    Dec 30, 2024
  4. Class Start

  5. Class End

    Dec 30, 2024
  6. Estimated Effort

    12:00
  7. Language

    English
  8. Course Type

    Self Paced
  9. Quota

    None
  10. Price

    Free
  11. Level

    Beginner
  12. Business and Management
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