FIN 383: Investment Analysis - spring

Prerequisite: FIN 312; At least JR standing; Business majors, Business Administration Minor, or Finance Minor; OR Permission of the appropriate department chairperson

A comprehensive introduction to the fundamental principles of investment analysis and portfolio management. Topics include the investment environment, financial instruments (stocks, bonds, derivatives), and the valuation of securities (equity/fixed income). Students will explore modern portfolio theory, including efficient diversification, asset allocation, and the capital asset pricing model (CAPM). The course emphasizes evaluating investment risks, understanding market efficiency, financial statement analysis, and employing analytical techniques for portfolio performance evaluation.