Metropolitan State University

FIN 511 : Investments and Portfolio Analysis

A. Course Description
Credits: 4
Prerequisites: FIN 390 Principles of Finance  
Lab Hours/ Weeks: Corequisites: None
Lecture Hours/ Week :  
MnTC Goals: None
This course is designed to give students a solid understanding of the investment environment and 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. Techniques used in pricing these products: fixed income, equity, and derivative securities; 3. How to design of a portfolio of many assets and the trade-off between risk and return.
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 - 05/01/2018 05/02/2018 - Present
C. Outline of Major Content Areas:
See Course Description for major content areas.
D. Learning Outcomes (General)
  1. Understand how financial markets function;
  2. Be able to apply asset pricing models to financial asset valuation;
  3. Be able to apply Modern Portfolio Theory to portfolio management.
E. Learning Outcomes (MN Transfer Curriculum)
This contains no goal areas.
G. Special Information
Note: The Co-requisite: FIN 392 Corporate Finance 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.