| Course ID: | FINA 4150. 1.5 hours. Repeatable for maximum 6 hours credit. |
| Course Title: | Investment and Portfolio Management |
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. |
| Oasis Title: | Investment and Portfolio Mgmt |
| Duplicate Credit: | 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 semester every year. |
| 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 |