HADM 6629: Investment Analysis and Portfolio Management
Elective - 3 credit hours - Letter grade only
Offered Fall only
This course is not offered this semester - Spring 10
Prerequisite(s): Intro to Corporate Finance, financial Accounting, Intro to Statistics, and beginner knowledge of Excel or permission of the instructor.
The course is an exploration of the three major investment vehicles: bonds, equity, and derivatives. In each case, students discuss what they are, how they are valued, and what risks they entail. The intimate relationship between return/value and risk is explored. At the focus of these discussions lies the idea that optimal investing is chiefly about balancing risk with returns; extracting maximum gains with minimum exposure; and creating portfolios with “good trade-offs.” A study of theories develops a toolkit of skills, and a detailed look at practical application, including pricing anomalies, trading “programs,” and a hands-on portfolio simulation, hopes to illuminate this investigation.