|Semester||Fall Semester, 2019|
|Department||IMBA Program, First Year IMBA Program, Second Year|
|Course Name||Investments for Personal Finance|
We will meet 10 times in this semester. There will be five weeks in which there will be a lecture and a case study. The other five weeks will be lectures only. In the class in which we also have a case study, we will spend 100 minutes on case study and 50 minutes on lecture.
Case study: Rudy Wong: Investment Advisor (910N04)
7. (10/14) Asset allocation: Policy asset allocation, tactical asset allocation strategies, efficient market hypothesis, and dollar cost averaging.
Case studies: Dimensional Fund Advisors, 2002 (9-203-026)
8. (10/21) Security selection and valuation: Valuations of fixed income securities and equity.
Technical Note: Basic ratio analysis and equity valuation (9-185-149)
Case studies: Edward Jones: Implementing the Solutions Approach (9-719-411)
9. (10/28) Trade execution: Timing and stock picking, how inefficient markets affect individual investors? transaction costs.
Technical Note: Risk arbitrage (9-203-001)
Case: Nikkei 225 Reconstitution (9-207-109)
10. (11/4) Catch-up and wrap-up: How investment can really achieve your life goals?
To be announced
|Textbook & Reference|
Cases, articles and technical notes from Harvard Business School Publishing. Students must purchase them from the Perdo Office of the College of Commerce.
If you and read Chinese and are interested in knowing important personal finance concepts, you are encouraged to read my book: 「Life理財學」，周行一著，天下文化出版
|Urls about Course|
Investments for personal finance.pdf