Lecture Notes In Investment: Investment Fundamentals

This course is an introduction to the basic models used in the financial industry for investment and decision-making. It begins with an overview of the investment environment in developed markets and then moves on to a more in-depth analysis of key investment topics such as modern portfolio theory, asset pricing models, term structure of interest rates, stock and bond portfolio management, and evaluation of portfolio performance. The course takes a hands-on approach with the aid of the Maple™ software, which simulates a professional environment and allows visualizations of different concepts, minimizes tedious algebraic calculations, and equips students with intuitive understanding. An eLearning unit, self-administered quizzes, and a stock market game are also included to enhance the course.

Format: Paperback / softback
Length: 280 pages
Publication date: 08 December 2020
Publisher: World Scientific Publishing Co Pte Ltd

This comprehensive investment course delves into the fundamental models employed in the financial industry for investment and decision-making. It begins by providing an overview of the investment environment in developed markets, followed by a detailed examination of key investment topics. These topics encompass modern portfolio theory, asset pricing models, the term structure of interest rates, stock and bond portfolio management, and the evaluation of portfolio performance.

Modern finance extensively relies on the concept of arbitrage, or the absence of it in financial markets, and the course emphasizes its applications in various circumstances. The course adopts a hands-on approach, utilizing the software package Maple™, which will be explained in the first lecture. Consequently, most lectures will be divided between theoretical lectures and practical lab sessions, where students will implement the theoretical material through practical exercises.

The use of Maple™ software in this course simulates a professional environment, enabling visualizations of different concepts, minimizing tedious algebraic calculations, and the use of calculus. It further facilitates intuitive understanding through its symbolic power and excellent graphic and animation capabilities.

Institutional material is surveyed concisely, providing the reader with a solid understanding of the investment landscape. This foundation is enhanced by an eLearning unit, self-administered quizzes, and a stock market game, utilizing StockTrack™, which introduces students to trading in the real world by practicing different types of orders and introducing conventions common in the investment community.

By the end of this course, students will have acquired a comprehensive understanding of the basic models used in the financial industry and their practical applications. They will be equipped with the skills necessary to make informed investment decisions and navigate the complex world of finance.

Weight: 416g
Dimension: 151 x 229 x 20 (mm)
ISBN-13: 9789811220098