A study of the securities markets, investor objectives,
introduction to portfolio theory and the analytical tools of
portfolio management, and an examination of investment
alternatives. Students will build and manage a security
portfolio for analysis as an experiential learning tool.
Athena Title
Survey of Investments
Equivalent Courses
Not open to students with credit in FINA 4310E
Prerequisite
FINA 3000 or FINA 3000E or FINA 3000H
Semester Course Offered
Offered every year.
Grading System
A - F (Traditional)
Student learning Outcomes
Students will identify ethical and regulatory considerations that influence investor behavior and security selection.
Students will calculate the value of financial securities across a variety of asset classes.
Students will construct a diversified investment portfolio using principles of risk and return.
Students will set up and estimate common asset pricing models to assess the performance of securities or portfolios over time.
Students interpret evidence for and against market efficiency to identify profitable trading opportunities.
Topical Outline
Securities Markets and Trading
Securities Analysis
Passive Portfolio Management and Portfolio Theory
Capital Asset Pricing Model
Arbitrage Pricing Theory
Portfolio Performance Evaluation
Options, Futures & Other Derivatives
Fixed Income Securities
Institutional Competencies Learning Outcomes
Analytical Thinking
The ability to reason, interpret, analyze, and solve problems from a wide array of authentic contexts.
