Investment Portfolio Management

 

[Investment Portfolio Management] Syllabus

[First Semester]   2018/2019

Instructor Information

Instructor

Email

Office Location & Hours

[Dr. Manal Saqer]

Manal.Saker@spu.edu.sy

[Location, Hours, Days]

General Information

Description

Identify the concept of investment and investment portfolios and types of investment policy, methods of measuring returns and evaluation, and examples of practical management of portfolios and how to reduce the risks that affect the returns and investment funds and risks.

Expectations and Goals

1. Investment portfolios (concept, measurement and management).

2. Stock indices and indices.

3. Investment funds.

Language(s) of Instruction:                  Arabic                 Textbook(s) Language(s) : Arabic

Course Materials

Required Text

- Multiple references

Course Schedule

 

Week

Topic

Reading

Exercises

1

 

The Governor of Securities defines and understands the principles of management

 

 

2

 

Portfolio formation and formation objectives

 

 

3

 

Portfolio Investment Policies

 

 

4

 

Link concepts and optimal investment portfolio

 

 

5

 

Build the optimal investment portfolio

 

 

6

 

Measures of return and risk

 

 

7

 

Investment returns, risk and beta factor

 

 

8

 

Evaluating the performance of investment portfolios and adjusting the yield

 

 

9

 

Comprehensive examples

 

 

10

 

Price Indices (1)

 

 

11

 

Price Indices (2)

 

 

12

 

Investment Funds (Advantages and Risks)

 

 

13

 

Classification of funds

 

 

14

 

Fund Risk Management

 

 

15

 

Comprehensive examples

 

 

16

 

Review

 

 

Testing Schedule

test

Date

Subject

Reading

Type

language

% of final grade

Quizz 1

27/10

 

 

MCQ/written

Arabic

10

Quizz 2

8/12

 

 

MCQ/written

Arabic

10

Activity

29/12

 

 

 

 

10

Final Exam

5/1/2019

 

 

MCQ/written

Arabic

70

 

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