Security Anal & Prtflio Mgmt

Catalog description

This course is about the theories and practices of investments and portfolio management. We will cover four themes. The first is the basics of investing which includes the variety of securities available, the markets in which they are traded and the mechanics of trading. The second is common stock investing which includes valuation models, market efficiency and investing strategies. The third includes modern portfolio theory, portfolio management and investment performance evaluation. The fourth is derivatives which includes futures and a brief introduction to options. The trade-off between return and risk will be emphasized when we cover every theme. During the entire term, students will individually manage a hypothetical portfolio and join a competition. Pre-requisite: BUSN-205, BUSN-331