Investment Management

In this course we will build on knowledge of accounting and finance and apply that knowledge to investment analysis, asset allocation, portfolio management, and capital markets and risk analysis. Designed to provide the basic concepts and principles of investing, the course examines investment theory and practice for investing a portfolio and evaluating its performance. We will discuss both traditional and non-traditional investments. Topics include securities markets, risk and return, capital asset pricing model (CAPM) and diversification, portfolio theory, private equity, valuation of equity, valuation of fixed-income securities, options and futures markets. (Not open to students who have taken INTD 0419). Recommended: Math 0116, INTD 0116 and INTD 0217. Students who have not taken INTD 0116 or INTD 0217 will be required to demonstrate basic proficiency in Accounting and Finance. 3 hrs. lect., 3 hrs lab