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 2014 Schedule

Section Instructor Location Schedule Notes
A1 Zawadowski SMG 316 TR 2:00 pm-3:30 pm Stamped Approval
Class Closed

FALL 2014 Schedule

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

FALL 2014 Schedule

Section Instructor Location Schedule Notes
C1 Griswold SMG 240 TR 12:30 pm-2:00 pm Stamped Approval
Class Closed

FALL 2014 Schedule

Section Instructor Location Schedule Notes
D1 Griswold SMG 208 TR 2:00 pm-3:30 pm Stamped Approval
Class Closed

SPRG 2015 Schedule

Section Instructor Location Schedule Notes
A1 Griswold SMG 222 MW 2:00 pm-3:30 pm Stamped Approval
Class Closed

SPRG 2015 Schedule

Section Instructor Location Schedule Notes
B1 Hamid SMG 304 MW 12:30 pm-2:00 pm Stamped Approval
Class Closed

SPRG 2015 Schedule

Section Instructor Location Schedule Notes
C1 Hamid SMG 315 TR 12:30 pm-2:00 pm Stamped Approval
Class Closed

SPRG 2015 Schedule

Section Instructor Location Schedule Notes
D1 Winer SMG 304 MW 8:00 am-9:30 am Stamped Approval
Class Closed

SPRG 2015 Schedule

Section Instructor Location Schedule Notes
E1 Griswold SMG 324 TR 3:30 pm-5:00 pm Stamped Approval
Class Closed

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.