Metropolitan State University

FIN 511G : Investment and Portfolio Analysis

A. Course Description
Credits: 4
Prerequisites: ECON 202 Microeconomics AND
FIN 601 Financial Management AND
MATH 115 College Algebra  
Lab Hours/ Weeks: Corequisites: None
Lecture Hours/ Week :  
MnTC Goals: None
This graduate course meets jointly with FIN 511. The course examines the same topics as FIN 511, but with greater breadth, in greater depth, and with additional assignments.
B. Course Effective Dates: 07/26/2000 - 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