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FIN 511G Investment and Portfolio Analysis

This course is to equip students with strong knowledge of the modern theory of portfolio management and its applications. The major topics to be covered are: 1. The institutional environment of investment, the financial products available and how they are traded; 2. Models used in pricing these products: fixed income, equity, and derivative securities; 3. How to design an optimal portfolio of many assets and the trade-off between risk and return.

Prerequisites

4 Graduate credits

Effective June 25, 1998 to present

Learning outcomes

General

  • Understand how financial markets function;
  • Value financial assets using finance models;
  • Design an optimal portfolio of financial assets.

Spring 2024

Section Title Instructor books eservices
50 Investment and Portfolio Analysis Madia, Ashwin M Rao, Vadhindran Books for FIN-511G-50 Spring 2024 Course details for FIN-511G-50 Spring 2024

Summer 2024

Section Title Instructor books eservices
50 Investment and Portfolio Analysis Vo, Minh T Books for FIN-511G-50 Summer 2024 Course details for FIN-511G-50 Summer 2024

Fall 2024

Section Title Instructor books eservices
50 Investment and Portfolio Analysis Vo, Minh T Books for FIN-511G-50 Fall 2024 Course details for FIN-511G-50 Fall 2024