Sep 24, 2022  
2020-2021 Undergraduate Academic Catalog 
2020-2021 Undergraduate Academic Catalog [ARCHIVED CATALOG]

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BA 4520 - Investment and Portfolio Analysis

3 lecture hours 0 lab hours 3 credits
Course Description
The focus of this course is the development, management, and monitoring of an investment portfolio. Topics include a historic overview of investment returns, security analysis techniques, investment asset allocation, market efficiency, and modern portfolio theory, and then concluding with an explanation of optimal investment strategies given an individual’s age and financial situation.  (prereq: none)
Course Learning Outcomes
Upon successful completion of this course, the student will be able to:
  • Describe historic returns from different types of investment and how generally greater returns are only achieved with higher levels of risk.
  • Identify the methods for selecting investments and the historic success of these methods.
  • Describe modern portfolio theory including market efficiency, the Capital Asset Pricing Model, and diversification.
  • Describe the management and selection of portfolio assets given stage in life.

Prerequisites by Topic
  • None

Carol Mannino

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