Metropolitan State University

FIN 511G : Investment and Portfolio Analysis

A. Course Description
Credits: 4
Prerequisites: FIN 601 Financial Management  
Lab Hours/ Weeks: Corequisites: None
Lecture Hours/ Week :  
MnTC Goals: None
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.
B. Course Effective Dates: 07/26/2000 - 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. Value financial assets using finance models;
  3. Design an optimal portfolio of financial assets.
E. Learning Outcomes (MN Transfer Curriculum)
This contains no goal areas.
G. Special Information