| 授業名 | INTERNATIONAL BUSINESS STUDIES（Financial Investment） |
|---|---|
| Course Title | INTERNATIONAL BUSINESS STUDIES（Financial Investment） |
| 担当教員 Instructor Name | Xinyang Wei |
| 授業形態 Class Type | 講義 Regular course |
| 授業形式 Class Format | On Campus |
| 単位 Credits | 2 |
| 言語 Language | EN |
| 科目区分 Course Category | 専門教育科目300系 / Specialized Subject 300 |
| 学位 Degree | BSc |
| 開講情報 Terms / Location | 2025 UG Nisshin Term1 |
| コード Couse Code | NUC047_N25A |
授業の概要 Course Overview
Mission Statementとの関係性 / Connection to our Mission Statement
In line with NUCB Business School’s goal of shaping innovative leaders with a global outlook, this course helps students gain a solid understanding of financial management and how it applies in real-world situations. Through hands-on learning, strategic thinking, and problem-solving, students will develop the skills to tackle financial challenges, make smart decisions, and create value in their careers.
授業の目的（意義） / Importance of this course
This course is designed for those looking to succeed in the fast-paced world of financial analysis and management. It covers key principles of financial markets, from basic ideas like risk and return to more advanced topics such as portfolio management and risk control. Using real-world case studies, students will gain practical experience applying important financial models, including CAPM, the Efficient Frontier, and APT. This hands-on learning approach ensures that students not only understand these concepts but also know how to use them in making financial decisions and managing investments effectively.
学修到達目標 / Achievement Goal
By the end of this course, students will have a strong grasp of important financial concepts like investment strategies, portfolio management, and asset valuation. They will learn both the key ideas behind these topics and how to apply them in real-world situations. Through hands-on practice, students will develop the ability to analyze financial data, build effective investment portfolios, and use models like CAPM and APT to make informed financial decisions. This blend of theory and practical skills will prepare them for careers in finance, investment, and risk management.
本授業の該当ラーニングゴール Learning Goals
*本学の教育ミッションを具現化する形で設定されています。
LG1 Critical Thinking
LG2 Diversity Awareness
LG3 Ethical Decision Making
LG4 Effective Communication
LG6 Managerial Perspectives (BBA)
LG2 Diversity Awareness
LG3 Ethical Decision Making
LG4 Effective Communication
LG6 Managerial Perspectives (BBA)
受講後得られる具体的スキルや知識 Learning Outcomes
After completing the course, participants will develop key financial skills, including:
1 - Risk & Return Analysis - Understanding how risk and return interact in investments and using data-driven methods for decision-making.
2 - Asset Correlation & Diversification - Analyzing how different assets move together and applying this knowledge to build balanced portfolios.
3 - Portfolio Optimization - Applying portfolio theory to design and optimize investment strategies that manage risk effectively.
4 - CAPM & APT Application - Using financial models to assess asset returns and make informed investment recommendations.
5 - Strategic Financial Decision-Making - Integrating quantitative analysis with real-world financial strategy and risk management.
6 - Clear Financial Communication - Presenting complex financial insights in a clear and concise manner for diverse audiences.
7 - Hands-on Case Studies - Gaining practical experience with real-world financial scenarios and market data.
These skills will prepare participants for careers in finance, investment management, risk analysis, and consulting.
1 - Risk & Return Analysis - Understanding how risk and return interact in investments and using data-driven methods for decision-making.
2 - Asset Correlation & Diversification - Analyzing how different assets move together and applying this knowledge to build balanced portfolios.
3 - Portfolio Optimization - Applying portfolio theory to design and optimize investment strategies that manage risk effectively.
4 - CAPM & APT Application - Using financial models to assess asset returns and make informed investment recommendations.
5 - Strategic Financial Decision-Making - Integrating quantitative analysis with real-world financial strategy and risk management.
6 - Clear Financial Communication - Presenting complex financial insights in a clear and concise manner for diverse audiences.
7 - Hands-on Case Studies - Gaining practical experience with real-world financial scenarios and market data.
These skills will prepare participants for careers in finance, investment management, risk analysis, and consulting.
SDGsとの関連性 Relevance to Sustainable Development Goals
Goal 4 質の高い教育をみんなに（Quality Education）
教育手法 Teaching Method
| 教育手法 Teaching Method | % of Course Time | |
|---|---|---|
| インプット型 Traditional | 30 % | |
| 参加者中心型 Participant-Centered Learning | ケースメソッド Case Method | 70 % |
| フィールドメソッド Field Method | 0 % | 合計 Total | 100 % |
事前学修と事後学修の内容、レポート、課題に対するフィードバック方法 Pre- and Post-Course Learning, Report, Feedback methods
Course Prerequisites
1 - Laptop & Software - Participants must have a laptop with Microsoft Excel and financial analysis software for hands-on exercises and case studies.
2 - Preparation Time - Expect to spend at least 3 hours preparing for each case study. The course primarily follows the casebook, but optional textbook readings are available for deeper insights.
Class Discussion
1 - This course is highly interactive, with discussions linking financial concepts to real-world decision-making.
2 - Key topics and case studies will be explored collaboratively, with guidance from the instructor to develop analytical skills.
3 - Regular quizzes will track progress, with feedback to reinforce learning.
1 - Laptop & Software - Participants must have a laptop with Microsoft Excel and financial analysis software for hands-on exercises and case studies.
2 - Preparation Time - Expect to spend at least 3 hours preparing for each case study. The course primarily follows the casebook, but optional textbook readings are available for deeper insights.
Class Discussion
1 - This course is highly interactive, with discussions linking financial concepts to real-world decision-making.
2 - Key topics and case studies will be explored collaboratively, with guidance from the instructor to develop analytical skills.
3 - Regular quizzes will track progress, with feedback to reinforce learning.
授業スケジュール Course Schedule
第1日（Day1）
Understanding Risk & Return●使用するケース
Analyzing Investment Returns第2日（Day2）
Exploring Asset Correlation●使用するケース
How Securities Move Together in the Market第3日（Day3）
Introduction to Portfolio Theory●使用するケース
Managing Portfolio Risk in Different Market Conditions第4日（Day4）
Portfolio Strategy & The Efficient Frontier●使用するケース
Optimizing Portfolios - Ford, General Electric, and Microsoft (Part 1)第5日（Day5）
Advanced Portfolio Optimization●使用するケース
Optimizing Portfolios - Ford, General Electric, and Microsoft (Part 2)第6日（Day6）
Capital Asset Pricing Model (CAPM) in Action●使用するケース
Applying CAPM in the U.S. Stock Market第7日（Day7）
Understanding Arbitrage Pricing Theory (APT)●使用するケース
Factors Affecting Microsoft’s Stock Returns with APTNote: This is a tentative list, and the schedule and case studies may be adjusted based on class progress.
成績評価方法 Evaluation Criteria
*成績は下記該当項目を基に決定されます。
*クラス貢献度合計はコールドコールと授業内での挙手発言の合算値です。
*クラス貢献度合計はコールドコールと授業内での挙手発言の合算値です。
| 講師用内規準拠 Method of Assessment | Weights |
|---|---|
| コールドコール Cold Call | 0 % |
| 授業内での挙手発言 Class Contribution | 70 % |
| クラス貢献度合計 Class Contribution Total | 70 % |
| 予習レポート Preparation Report | 0 % |
| 小テスト Quizzes / Tests | 0 % |
| シミュレーション成績 Simulation | 0 % |
| ケース試験 Case Exam | 0 % |
| 最終レポート Final Report | 30 % |
| 期末試験 Final Exam | 0 % |
| 参加者による相互評価 Peer Assessment | 0 % |
| 合計 Total | 100 % |
定期試験 Final Exam
なし（全てケース授業/Fully Case Method）評価の留意事項 Notes on Evaluation Criteria
教科書 Textbook
- Zvi Bodie, Alex Kane and Alan Marcus「Essentials of Investments」McGraw-Hill（2022）
- Chris Brooks「Introductory Econometrics for Finance」Cambridge University Press（2019）
参考文献・資料 Additional Readings and Resource
The textbooks are intended for reference only, and previous editions may also be used for this course.
授業調査に対するコメント Comment on Course Evaluation
This will be the first time the instructor teaches this course at NUCB.
担当教員のプロフィール About the Instructor
Dr Xinyang Wei is an Associate Professor at NUCB with a PhD in Economics from the University of New South Wales, Sydney. His research explores intricate aspects of energy and environmental economics, with a focus on policy evaluation, climate change dynamics, and the pursuit of low-carbon development. Recognised for his exemplary research, he was granted the Herbert Smith Freehills Law and Economics Higher Degree Research Award and Outstanding Research Award from Kurimoto Educational Institute. His scholarly contributions are reflected in publications across renowned academic journals, including Energy Economics, Energy, Renewable Energy, Renewable and Sustainable Energy Reviews, Journal of Industrial Ecology, and Journal of Environmental Management.
（実務経験 Work experience）
Before joining NUCB, he accumulated enriching teaching and research experiences at both the University of New South Wales and the Macau University of Science and Technology. He possesses a profound background in supervising undergraduate, master's, and PhD theses, and has a versatile teaching portfolio spanning courses like Business Statistics, Data Analysis, Financial Data Analysis, Econometrics, Intermediate Econometrics, Financial Statistics and Econometrics, Financial Risk Management and Research Methodology. His dedication to excellence in education was recognised in Macau with the First Prize in the University Teaching Achievement Award.
Refereed Articles
- (2025) Green Credit Guidelines and Financial Resilience: Implications for green innovation in heavily polluting enterprises. Journal of Environmental Management
- (2024) Variance dynamics and term structure of the natural gas market. Energy Economics
- (2024) Eco-Financial Dynamics: How Green Finance and Renewable Energy Are Shaping a New Economic Era. NUCB Business Review
- (2023) Study on the spatial spillover effect and path mechanism of green finance development on China's energy structure transformation. Journal of Cleaner Production
- (2023) Effect of green finance reform and innovation pilot zone on improving environmental pollution: an empirical evidence from Chinese cities. Environmental Science and Pollution Research