Investment Analysis and Portfolio Management

SMG FE 445

Required for Finance concentrators. Introduction to the investment management process. Defining investment objectives and constraints. Introduction to Modern Portfolio Theory, CAPM, APT, Efficient Markets, stock and bond valuation models. Immunizing interest-rate risk. Active vs. passive investment strategies, fundamental vs. technical analysis, trading practices, and performance evaluation. Introduction to the role of futures and options in hedging and speculation. Students are expected to become familiar with current events in the financial news.

FALL 2016 Schedule

Section Instructor Location Schedule Notes
A1 Kim HAR 224 TR 9:30 am-11:00 am Stamped Approval
Class Closed

FALL 2016 Schedule

Section Instructor Location Schedule Notes
B1 Zhang HAR 306 MW 8:00 am-9:30 am Stamped Approval
Class Closed

FALL 2016 Schedule

Section Instructor Location Schedule Notes
C1 Kim HAR 404 TR 11:00 am-12:30 pm Stamped Approval
Class Closed

FALL 2016 Schedule

Section Instructor Location Schedule Notes
D1 Kim HAR 212 TR 2:00 pm-3:30 pm Stamped Approval
Class Closed

SPRG 2017 Schedule

Section Instructor Location Schedule Notes
A1 Griswold MW 2:30 pm-3:45 pm Stamped Approval

SPRG 2017 Schedule

Section Instructor Location Schedule Notes
B1 Griswold MW 12:50 pm-2:05 pm Stamped Approval

SPRG 2017 Schedule

Section Instructor Location Schedule Notes
C1 Alt TR 12:30 pm-1:45 pm Stamped Approval

SPRG 2017 Schedule

Section Instructor Location Schedule Notes
D1 Welch MW 8:00 am-9:15 am Stamped Approval

SPRG 2017 Schedule

Section Instructor Location Schedule Notes
E1 Alt TR 3:30 pm-4:45 pm Stamped Approval

Note: this course was also offered during Summer Term

Note that this information may change at any time. Please visit the Student Link for the most up-to-date course information.