FIN 711 - Investment Analysis & Portfolio Management

3 cr

Description Investment analysis and portfolio management 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, 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. The topics of investment policy, portfolio theory and construction, asset allocation, efficient diversification, and performance evaluation are explored along with the vital roles computer technology and electronic trading.

Prerequisites and Corequisites
Prerequisite: BADM 310 or BADM 502 or BADM 505 or equivalent

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