SemesterFall Semester, 2025
DepartmentJunior Class A, Department of International Business Junior Class B, Department of International Business Senior Class A, Department of International Business Senior Class B, Department of International Business
Course NameData-driven Investment Analysis
InstructorCHUNG LING TAK
Credit3.0
Course TypeSelectively
Prerequisite
Course Objective
Course Description
Course Schedule









































































































Week Topic Content and Reading Assignment Teaching Activities and Homework
1. (4-Sep-2025) Overview of the course Lecture notes Class 1
2. (11-Sep-2025) Review of statistical and optimization techniques Lecture notes Class 2
3. (18-Sep-2025) Financial market and security trading BKM Chapters 1, 2, 3 Class 3
4. (26-Sep-2025) Market data BKM Chapter 5 Class 4
5. (2-Oct-2025) Capital allocation to risky assets BKM Chapter 6 Class 5
6. (9-Oct-2025) Portfolio choices BKM Chapters 6, 7 Class 6
7. (16-Oct-2025) Applications of modern portfolio theory BKM Chapters 7, 8 Class 7
8. (23-Oct-2025) Midterm examination    
9. (30-Oct-2025) The capital asset pricing model BKM Chapter 9 Class 8
10. (6-Nov-2025) Project on investment strategies I Group discussion and presentations Class 9
11. (13-Nov-2025) Arbitrage pricing theory BKM Chapter 10 Class 10
12. (20-Nov-2025) Applications of asset pricing models BKM Chapters 8, 9, 10 Class 11
13. (27-Nov-2025) Performance evaluation BKM Chapter 24 Class 12
14. (4-Dec-2025) Investment companies BKM Chapters 4, 26 Class 13
15. (11-Dec-2025) Project on investment strategies II Group discussion and presentations Class 14
16. (18-Dec-2025) Final examination    

Teaching Methods
Teaching Assistant

TBA


Requirement/Grading

5 Homework Assignment - 25%



1 Group Project - 25%



1 Midterm Examination - 25%



1 Final Examination - 25%


Textbook & Reference

Investments, 11th Edition by Zvi Bodie, Alex Kane, and Alan Marcus, McGraw-Hill, 2019. (BKM)


Urls about Course
Attachment