Section outline

  • Lecture Contents: 

    Portfolio Management as a process, Formulate an appropriate investment policy, Capital market expectations, Implementing investment strategies, Re-balancing the portfolio, performance measurement etc.   

    Lecture Outcome:

    After studying these contents, students will be able to:

    1. Organize the management of their portfolio in a logical, systematic manner. 
    2. Better understand some personal financial planning issues.
    3. Better assess some issues of major importance, such as asset allocation.