| 授業名 | Financial Management |
|---|---|
| Course Title | Financial Management |
| 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 / Specialized Subject |
| 学位 Degree | BBA |
| 開講情報 Terms / Location | 2023 UG Nisshin Term3 |
| コード Course Code | NUC417_N23B |
授業の概要 Course Overview
Mission Statementとの関係性 / Connection to our Mission Statement
Aligning with the NUCB Business School's mission, this course will assist students in acquiring creative thinking, an exploratory attitude, knowledge of financial management theories and the ability to apply the knowledge in a practical setting.
授業の目的（意義） / Importance of this course
This course offers an exploration into the world of financial analysis, market theories, and their real-world applications. From understanding the relationship between risk and return to mastering the art of hedging, participants will gain valuable insights into how the financial market operates and how to navigate its complexities. Detailed case studies, ranging from investment return analyses to the application of prominent market theories like the Capital Asset Pricing Model (CAPM) and the Arbitrage Pricing Theory (APT-Style), provide hands-on experience and insights.
学修到達目標 / Achievement Goal
If you aim to understand asset correlations, portfolio theories, hedging dynamics and asset pricing, this course covers both theoretical and practical aspects.
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
Upon course completion, students should be able to:
• Understand the balance between risk and return.
• Construct a securities portfolio, determining its expected return and standard deviation.
• Optimising investment portfolios using generalised reduced gradient nonlinear method.
• Apply the Capital Asset Pricing Model (CAPM) for asset performance assessment.
• Determine and analyze the ALPHA (α) and BETA (β) of a security.
• Employ the APT-Style Model to gauge an asset's performance.
• Understand the balance between risk and return.
• Construct a securities portfolio, determining its expected return and standard deviation.
• Optimising investment portfolios using generalised reduced gradient nonlinear method.
• Apply the Capital Asset Pricing Model (CAPM) for asset performance assessment.
• Determine and analyze the ALPHA (α) and BETA (β) of a security.
• Employ the APT-Style Model to gauge an asset's performance.
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
Active participation in class discussions is expected and required.
Students should spend no less than 3 hours preparing and reviewing each lecture.
Students should spend no less than 3 hours preparing and reviewing each lecture.
授業スケジュール Course Schedule
第1日（Day1）
Navigating the Nexus: Risk & Return Dynamics●使用するケース
Investment Return Analysis of Stock ABC: A Deep Dive into Return Probabilities第2日（Day2）
Synchronized Movements: The Symphony of Asset Correlation●使用するケース
Advanced Financial Analysis of Securities A & B: Navigating Correlation Dynamics in The Stock Market第3日（Day3）
Crafting Financial Masterpieces: Portfolios & Their Foundational Theories●使用するケース
Portfolio Risk Dynamics in Diverse Market Environments第4日（Day4）
Strategic Portfolio Design: Navigating the Efficient Frontier●使用するケース
Portfolio Optimization and Efficient Frontier: Analyzing Ford, General Electric, and Microsoft第5日（Day5）
CAPM Demystified: Charting Investment with the Capital Asset Pricing Model●使用するケース
Application of Capital Asset Pricing Model (CAPM) in US Stock Market第6日（Day6）
Venturing into the Vanguard: The Arbitrage Pricing Theory & APT-Style Model Unveiled●使用するケース
Determining Factors Impacting Microsoft’s Stock Returns: An Application of Arbitrage Pricing Theory (APT-Style) Model第7日（Day7）
Excel Application of Capital Asset Pricing Model (CAPM) and Arbitrage Pricing Theory (APT-Style) Models●使用するケース
Application of Capital Asset Pricing Model (CAPM) in US Stock MarketDetermining Factors Impacting Microsoft’s Stock Returns: An Application of Arbitrage Pricing Theory (APT-Style) Model
Note: This is a tentative list, and the teaching content and progress as well as the cases to be used may be adjusted according to the actual situation.
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 | 50 % |
| クラス貢献度合計 Class Contribution Total | 50 % |
| 予習レポート Preparation Report | 10 % |
| 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 | 40 % |
| 期末試験 Final Exam | 0 % |
| 参加者による相互評価 Peer Assessment | 0 % |
| 合計 Total | 100 % |
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
Previous versions of the textbook (specifically the 2nd and 3rd editions) are also acceptable for use in this course.
授業調査に対するコメント Comment on Course Evaluation
This marks the instructor's inaugural teaching of this course at NUCB.
担当教員のプロフィール About the Instructor
Dr. Xinyang Wei is a Professor at Nagoya University of Commerce and Business (NUCB) and holds a Ph.D. in Economics from the University of New South Wales, Sydney. His research focuses on energy and environmental economics, with particular interests in policy evaluation, climate policy, and low-carbon development. His research has been recognized through several awards, including the Herbert Smith Freehills Law and Economics Higher Degree Research Award and the Outstanding Research Award from the Kurimoto Educational Institute. His work has been published in leading international journals, including Energy Economics, Renewable and Sustainable Energy Reviews, Journal of Environmental Management, International Review of Economics and Finance, Energy, Renewable Energy, and Economic Analysis and Policy.
（実務経験 Work experience）
Before joining Nagoya University of Commerce and Business, Dr. Wei held academic positions at the University of New South Wales and the Macau University of Science and Technology, where he developed extensive experience in teaching and research. He has supervised undergraduate, master's, and doctoral students and taught courses in Business Statistics, Data Analysis, Financial Data Analysis, Econometrics, Financial Econometrics, Financial Risk Management, and Research Methodology. During his appointment in Macau, he received First Prize in the University Teaching Achievement Award in recognition of his teaching excellence.
Refereed Articles
- (2026) How renewable energy innovation policies reshape industrial systems: Cross-sectoral dynamics in China. Energy Strategy Reviews
- (2026) The Global Spillover Effects of China’s Renewable Energy Policies: Evidence from International Energy Stock Markets. Economic Analysis and Policy
- (2026) An enterprise information systems perspective on live-streaming mode selection: virtual vs. human influencers. Enterprise Information Systems
- (2026) Energy Technology Innovation Policies and Sectoral Performance in China: Evidence from Financial Market Transmission. International Review of Economics & Finance
- (2026) Spillover Effects of EU Climate Policy on Global Financial Systems: Evidence from the Emissions Trading Scheme. Sustainable Development