Time Schedule:
Kenneth O Davis
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.
Class description
This introductory Investments course will seek to provide students with a practical foundation for making investment decisions. We will consider the structure and valuation of investment assets and the process of investment portfolio management. Our primary focus will be on such basic financial assets as equities and bonds. We will also consider other investment assets. Significant concepts we will explore include: risk and return, investment theories, asset allocation, global investing, portfolio analysis, investment portfolio evaluation, passive and active investment management and the costs and conditions of investment management.
Student learning goals
Learn how to continue learning about investments.
Evaluate simple bonds.
Evaluate common equities.
Evaluate investment risk and return characteristics.
Understand and construct an individual investment asset allocation.
Understand basic investment manager selection and performance evaluation.
General method of instruction
Socratic lectures complemented with practical examples, outside experts and supplemented with practice group exercises.
Recommended preparation
Fin 350, B Econ 300 or Econ 300, use of a financial calculator, basic algebra and core competency with MSFT Excel.
Class assignments and grading
3 group projects in practical investment thinking plus one short essay written assignment. Please refer to the course syllabus for exam and grading information.
Please refer to the course syllabus for exam and grading information.
