Course Description
Portfolio management and security analysis. Emphasis is on risk, return, valuation of securities, portfolio theory, and investment performance analysis. Students will research stocks and manage a stock portfolio.
Athena Title
Investment and Portfolio Mgmt
Equivalent Courses
Not open to students with credit in FINA 4150S, FINA 5710
Prerequisite
Permission of department
Pre or Corequisite
FINA 3000 or FINA 3000H or FINA 3000E
Semester Course Offered
Offered fall and spring
Grading System
A - F (Traditional)
Course Objectives
To understand principles of investing including risk, return, security analysis, portfolio theory, and investment performance analysis. To gain practical experience through the process of security selection and portfolio management.
Topical Outline
A. Introduction B. Market Informational Eficiency C. Portfolio Diversification Theory and Mean-Variance Efficiency D. Fundamental Valuation E. Relative Valuation F. Technical Analysis G. Asset Pricing Models H. Portfolio Performance Evaluation