Document Type

Syllabus

Publication Date

Spring 2024

Course Description

This is an introductory course to investment analysis and portfolio management. This course covers materials of financial theories and analytical tools necessary for making investment decisions and understanding the models by which financial securities are valued. Topics include classes of financial assets, risk and return relation, asset pricing models, portfolio theories etc.

Student Outcomes

Students will be able to:

  • build their knowledge and understanding of financial theory.
  • develop their analytical reasoning skills and their ability to think critically using financial and economic reasoning.
  • apply effective written and oral communication skills within the finance discipline.
  • learn quantitative analysis techniques and apply these techniques to evaluate financial arguments.
  • compare and contrast the various asset classes and types of financial instruments
  • explain the principles of portfolio theory and analyze a portfolio of risky assets
  • perform discounted cash flow analysis and compute the value of common stocks, bonds, and other securities
  • demonstrate knowledge with respect to equity securities and debt securities, including the concepts of convexity and duration.
  • access and analyze financial data

Download

Share

COinS