>> Course Descriptions

Term Subject Catalog # Title Credits / Units
Summer 2020 FIN 035 Principles of Investment Analysis 4 cr.
Class Session Time Syllabus
1 5-week summer Mon - Fri FIN-035-5-AUS

Description

This course introduces fundamental concepts and techniques in the field of investment, with emphasis on the assets allocation. Student will explore the application of investment theory to solve problems in investment analysis and management. Topics discussed includes investment markets and transactions; sources of investment information; return vs. risk; investment planning; investing in equities; capital assets pricing, portfolio management techniques, and portfolio performance evaluation. Emphasis will be laid on the part of portfolio theory, security analysis and portfolio performance evaluation.

Emphasis will be laid on the part of portfolio theory, security analysis and portfolio performance evaluation. Portfolio management section is supported by a web-based portfolio stimulation. Students will also get a chance to make use of and analyze real data in financial news or journals with application of investment theory and quantitative techniques acquired in the class.

Prerequisite(s)

FIN 021 Introduction to Finance