Course curriculum

  • 1

    Introduction

    • Introduction & Disclaimer

    • Content Introduction
  • 2

    Section A – Return

    • Return – Introduction

    • Return - The Risk-free Return

    • The Risk Premium

    • Return Math

    • The Math of Loss

    • The Tyranny of Return

    • Case Study - Is it really risk-free?

    • Case Study - Suggested Answer

    • Summary Page

    • Assessment
  • 3

    Section B – Risk

    • Risk - Volatility as a Risk Measure

    • Risk - The Mismeasurement of Risk

    • Risk - Hidden Risk

    • Risk - Value at Risk

    • Looking at Return and Risk

    • Case study - Making sense of Volatility

    • Case Study - Suggested Answer

    • Summary Page

    • Assessment
  • 4

    Section C – Diversification

    • Diversification - It may not be intuitive

    • Diversification - Low Correlation

    • Question On Allocation

    • Does Two Negatives Produce One Positive

    • Case Study - Which fund has a higher correlation?

    • Case Study - Suggested Answer

    • Diversification - Correlation Coefficient

    • Summary Page

    • Assessment
  • 5

    Section D – Valuation

    • Valuation - The Concept of Hurdle Rate

    • Valuation - Approaches – Intrinsic

    • Valuation - Approaches – Relative

    • Valuation - Approaches - Asset-based - Acquisition value

    • Valuation - Approaches - Asset-based-Liquidation

    • Case Discussion: Valuation Metrics for stock selection

    • Case Discussion - Suggested Answer

    • Summary Page

    • Assessment
  • 6

    Section E – Leverage

    • Introduction to Leverage

    • Understanding The Carry Trade

    • Case Discussion: Debt is soaring but interest rates remain low, what is happening?

    • Case Discussion - Suggested Answer

    • Summary Page

    • Assessment
  • 7

    Section F – Understanding Expenses

    • Understanding Cost – Introduction

    • Types of Investment Expenses

    • The Impact of Expenses on Investment Return

    • Case study - What other expense should one take note of?

    • Case Study - Suggested Answer

    • Summary Page

    • Assessment
  • 8

    Conclusion

    • Conclusion
  • 9

    Important Notice

    • Important Notice