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BUS-484-20, Investment Management (FA13)

INSTRUCTOR: Lawrence Beyer

SCHEDULE/DAY/TIME: SEM/Wednesday/6 – 8:45 pm, 09/04/2013-12/04/2013

CONTENT:

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.

LEARNING OBJECTIVES:

-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

METHODS:

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