A continuation of the study of security analysis and investment management. More advanced topics and techniques are covered, including portfolio theory, asset allocation, market efficiency, and portfolio risk/return measurement and evaluation. Additional stock analysis projects are completed and presented. An annual report for the Elbert V. Bowden Student Managed Investment Fund must be prepared and presented. Students receive hands-on investment experience through the management of the Student Managed Investment Fund. Prerequisites: a minimum grade of â€œCâ€ in any Writing in the Discipline (WID) course, and FIN 4620.
Spring 2019, Spring 2018, Spring 2017, Spring 2016