Investment Analysis and Portfolio Management

This course examines capital-market analysis and portfolio management for investments in financial assets. Topics include the background, objectives, and alternatives of investment; capital-market mechanisms; return and risk; the analysis and management of bonds and equities; economic, industry, company, and technical securities analysis; derivative securities, including options and futures; modern investment theory; investment management; and international investment. Discussions are supplemented by relevant scholarly articles.

The course uses case-based learning, in which students formulate and solve problems independently or in groups using cases provided by the instructor. It is delivered through a blended, flipped-classroom model combining synchronous face-to-face sessions—online, hybrid, or in person—for case discussions and deeper exploration with asynchronous independent learning through Universitas Airlangga’s e-learning platform. Assessment includes case-discussion performance, written examinations, and quizzes.