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Instructor Class Description

Time Schedule:

Thomas Gilbert
FIN 460
Seattle Campus


Introduction to the nature, problems, and process of evaluating particular securities and portfolio construction and administration. Special attention is directed to the risk and rate-of-return aspects of particular securities portfolios, and total wealth. Prerequisite: FIN 350; either B ECON 300 or ECON 300; may not be repeated. Offered: AWSp.

Class description

We will cover five main topics: - Equity valuation - Fixed income valuation - Portfolio management - Global portfolio management - Options and risk management

Student learning goals

General method of instruction

Lecture-based class based on textbook and parallel readings.

Recommended preparation

Class assignments and grading

- Group project: write and present a full company valuation with buy/hold/sell recommendation - Midterm and final

The information above is intended to be helpful in choosing courses. Because the instructor may further develop his/her plans for this course, its characteristics are subject to change without notice. In most cases, the official course syllabus will be distributed on the first day of class.
Last Update by Thomas Gilbert
Date: 02/12/2009