Investment Analysis & Portfolio Management ((3 Credits))

Catalog description

This course covers both the theory and practice of investing with an emphasis on introducing related important concepts. The main topics covered will be: types of investments and securities, markets, key concepts, elements of asset valuation, portfolio theory and derivatives. The course will also cover modern portfolio theory. The course will mirror current developments and the changing regulatory environment. Notes: Courses in accounting will lay the foundations for financial statement analysis that are a key part of understanding the process of valuing financial securities. While not an essential prerequisite for this course, a knowledge of accounting would provide a helpful background. While courses such as International Economics or International Finance touch on global capital markets, this course goes into much greater operational detail and the courses complement each other rather than serving as substitutes. This course is offered for our International Education program students. Highly Recommended (not required): Accounting Prerequisites: Macroeconomics ( ECON 2015 ) and Introduction to Finance ( FSMA 2005 ) or Corporate Finance ( FSMA 3010 ) or equivalents.