BADM 711 - INVESTMENT ANALYSIS AND PORTFOLIO MANAGEMENT

3 cr hrs

Description This course is the study of equity and debt markets, as well as an overview of portfolio management for individual and institutional investors. Course coverage includes fundamental valuation techniques, the efficient markets hypothesis, risk and return, primary and secondary market mechanisms, and international investing. The course provides an overview of the bond market including bond valuation, duration, and bond portfolio management as well as an introduction to options, futures, and forward contracts. The topics of investment policy, portfolio, theory and construction, asset allocation, efficient diversification, and performance evaluation are explored, along with the vital roles of computer technology and electronic trading.

Prerequisites and Corequisites
Prerequisites: BADM 310 - Business Finance, BADM 505 - Foundations of Finance, or its equivalent, or permission of the instructor.

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