Instructor Class Description

Time Schedule:

• Spring Quarter 2013
• Summer Quarter 2013
• Autumn Quarter 2013

Thomas Gilbert
FIN 460
Seattle Campus

Investments

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

Office of the Registrar
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Modified:May 17, 2013