Investment Analysis and Portfolio Management covers both modern investment and portfolio theory and traditional approaches to investment selection and management.
Modern theory includes the examination of asset pricing models and efficient market hypotheses.
In addition to traditional approaches to stock and bond selection such as fundamental analysis and technical analysis, we will also explore the characteristics of mutual funds. Investment management strategies are developed for individuals and institutional investors. Current topics, such as options, futures, swaps and other financial derivatives, are also explored. The regular uses of TheWall Street Journal , Barron's and other investment information sources, such as those found on the internet, provide real time examples for classroom discussion and debate. This course will emphasize the application of analytical methods to actual securities.