This course examines investment and financial issues arising from security analysis and strategic investment activities. The course begins with a review of the historical performance and finance theories. It then goes through topics including equity risk premium, bond risk premium, credit risk premium, alternative asset premia, value-oriented equity selection, currency carry strategies, volatility selling strategies, growth and liquidity risk factors, return forecasts and enhancement.

This course exams investment and financial issues arising from security analysis and strategic investment activities. The course begins with a review of the historical performance and finance theories. It then goes through topics including equity risk premium, bond risk premium, credit risk premium, alternative asset premium, value-oriented equity selection, currency carry strategies, volatile selling strategies, growth and liquidity risk factors, return forecasts and enhancement.

1.Instructor’s Lecture Notes
2.Expected Returns: An Investor's Guide to Harvesting Market Rewards, 2011, by Antti Ilmanen.
3.The New Value Investing: How to Apply Behavioral Finance to Stock Valuation Techniques and Build a Winning Portfolio, 2015, by Howard, C. Thomas.
4.Behavioral Portfolio Management, 2014, by Howard, C. Thomas.
5.The New Wealth Management: The Financial Advisor's Guide to Managing and Investing Client Assets, 2011, by Harold Evensky, Stephen M. Horan, Thomas R. Robinson, and Roger Ibbotson (Foreword).

1.Instructor’s Lecture Notes
2.Expected Returns: An Investor's Guide to Harvesting Market Rewards, 2011, by Antti Ilmanen.
3.The New Value Investing: How to Apply Behavioral Finance to Stock Valuation Techniques and Build a Winning Portfolio, 2015, by Howard, C. Thomas.
4.Behavioral Portfolio Management, 2014, by Howard, C. Thomas.
5.The New Wealth Management: The Financial Advisor's Guide to Managing and Investing Client Assets, 2011, by Harold Evensky, Stephen M. Horan, Thomas R. Robinson, and Roger Ibbotson (Foreword).