Investment Analysis and Portfolio Management

QST FE 445

Undergraduate Prerequisites: (QSTFE323) - 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. Introduction to forwards and swaps and their applications within investment strategies. 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 2024 Schedule

Section Instructor Location Schedule Notes
A1 Han HAR 419 MW 9:25 am-10:40 am

FALL 2024 Schedule

Section Instructor Location Schedule Notes
B1 Han HAR 322 MW 11:15 am-12:30 pm

FALL 2024 Schedule

Section Instructor Location Schedule Notes
C1 Han HAR 211 MW 2:30 pm-3:45 pm

SPRG 2025 Schedule

Section Instructor Location Schedule Notes
A1 Kim HAR 406 TR 12:30 pm-1:45 pm *Room change pending - class is now meeting in HAR 406

SPRG 2025 Schedule

Section Instructor Location Schedule Notes
B1 Kim HAR 212 TR 2:00 pm-3:15 pm

SPRG 2025 Schedule

Section Instructor Location Schedule Notes
C1 Devoy HAR 406 MW 2:30 pm-3:45 pm

SPRG 2025 Schedule

Section Instructor Location Schedule Notes
D1 Devoy HAR 406 MW 4:30 pm-5:45 pm

Note: this course was also offered during Summer Term

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