BUS-484-20, Investment Management (FA13)
INSTRUCTOR: Lawrence Beyer
SCHEDULE/DAY/TIME: SEM/Wednesday/6 – 8:45 pm, 09/04/2013-12/04/2013
The course emphasizes the foundation areas of investment management including understanding securities markets, stock and bond valuation, portfolio theory, using the efficient market hypothesis, and investment decision-making. Students will learn to build an efficient, diversified investment portfolio for a hypothetical client. Projects involve written and oral reports. Prerequisites BUS-321 or BUS 530.
-How to set a portfolio objective for different investment purposes
-How to create a diversified investment portfolio that meets the portfolio objective
-How stock and bond markets operate
-How and why to invest in other asset classes such as real estate, money markets, and commodities
The course will involve lecture, student presentations, demonstrations from investment professionals, and demonstrations on building efficient portfolios.
REQUIREMENTS AND ASSIGNMENTS:
TBD: graded assignments will include tests, homework, a short research assignment, and a client investment portfolio.
REQUIRED TEXT(S) OR MATERIALS:
-Fundamentals of Investments, Valuation and Management, 6th Edition By Jordan, Miller, Dolvin. McGraw-Hill Irwin ISBN 978-0-07-353071-0
-We will also be using Stock Trak simulation model, which comes free with a purchase of a new textbook.
RECOMMENDED READINGS OR MATERIALS:
Wall Street Journal
READINGS AND/OR ASSIGNMENTS TO BE DONE PRIOR TO THE FIRST CLASS:
Textbook Chapters 1 & 2