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.
Summer 2025
| Section | Title | Instructor | books | eservices |
|---|---|---|---|---|
| 50 | Investment and Portfolio Analysis | Vo, Minh T | Books for FIN-511G-50 Summer 2025 | Course details for FIN-511G-50 Summer 2025 |
Fall 2025
| Section | Title | Instructor | books | eservices |
|---|---|---|---|---|
| 50 | Investment and Portfolio Analysis | Vo, Minh T | Books for FIN-511G-50 Fall 2025 | Course details for FIN-511G-50 Fall 2025 |
Spring 2026
| Section | Title | Instructor | books | eservices |
|---|---|---|---|---|
| 21 | Investment and Portfolio Analysis | Vo, Minh T | Books for FIN-511G-21 Spring 2026 | Course details for FIN-511G-21 Spring 2026 |