Metropolitan State University

FIN 511 : Investments and Portfolio Analysis

A. Course Description
Credits: 4
Prerequisites: ACCT 210 Financial Accounting AND
ECON 202 Microeconomics AND
FIN 390 Principles of Finance AND
FIN 392 Corporate Finance AND
MATH 115 College Algebra AND
STAT 201 Statistics I

OR

ACCT 210 Financial Accounting AND
ECON 202 Microeconomics AND
FIN 390 Principles of Finance AND
FIN 392 Corporate Finance AND
MATH 210 Calculus I AND
STAT 201 Statistics I  
Lab Hours/ Weeks: Corequisites: None
Lecture Hours/ Week :  
MnTC Goals: None
 
This course focuses on the risk of, and return on, financial securities and the fundamental concepts of Modern Portfolio Theory (MPT) as they relate to diversification and asset allocation within portfolios of financial and other assets. Topics include security markets, equity and fixed income securities, derivatives, portfolio management, and portfolio management performance evaluation.
B. Course Effective Dates: 08/01/1998 - 09/05/1999 09/06/1999 - 12/31/2003 01/01/2004 - 12/16/2006 12/17/2006 - Present
C. Outline of Major Content Areas:
See Course Description for major content areas.
D. Learning Outcomes (General)
  1. Student is familiar with the institutions and operation of American equity and fixed income securities markets.
  2. Student understands equity and fixed income securities and models used to value them.
  3. Student understands Modern Portfolio Theory (MPT) and its application to equity and fixed income portfolio management.
  4. Student understands different concepts and measures of risk.
  5. Student understands methods and measures for performance evaluation of portfolio managers.
  6. Student understands relation between investment return and risk.
E. Learning Outcomes (MN Transfer Curriculum)
This contains no goal areas.
G. Special Information
Note: The Prerequisite FIN 392 may be taken at the same time as FIN 511. If you intend to take these courses together, please contact the department, Gateway or your advisor so that they may apply an override for you to register for both in the same semester.