Investment Analysis and Portfolio Management

This course expands the breadth and depth of knowledge of investment analysis and portfolio management learned in FINA 363.  The overarching objectives are that students (1) gain a deep intuitive understanding of the concepts used in investment analysis, (2) learn the tools used in investment analysis, including excel modeling and regression analysis, and (3) gain confidence in applying the concepts and tools in managing a portfolio. We emphasize the economic logic underlying each concept, and we train students to recognize the right concepts and tools to apply in making investment decisions.

Learning Outcomes

After successful completion of this course, students will be able to:

• Understand how security markets function to analyze the mechanisms of capital formation and resource allocation within financial systems.
• Be able to evaluate the trade-off of risk and return to assess the implications asset selection and portfolio decision-making.
• Learn how to develop investment strategies to apply relevant theories and techniques in constructing and managing investment portfolios based on specific objectives and risk profiles .