Investments

Student Learning Outcomes

Upon completion of this course, students are expected to:

  • Demonstrate an understanding of risk and return
  • Price equities and options
  • Construct efficient portfolios

The evaluation of the risk and return of a financial asset is called security analysis. Traditionally, this process uses accounting information to model the relevant cash flows and market information to estimate an appropriate discount rate. This is also called fundamental analysis. Investments also provides an introduction to portfolio optimization and the Black-Scholes Option Pricing model. Check my library for additional books, blogs, magazines, and movie recommendations.

Textbook

Required: Investments by Bodie, Kane, and Marcus

Assessment

  • 2 Exams
  • Online Homework
  • Relative Valuation
  • Portfolio Optimization in Microsoft Excel
  • Efficient Frontier in Excel
  • Estimate Beta(s) using Microsoft Excel
  • Equity Analysis

Last updated on Sep 9, 2018