FINC 681: Investment Analysis
Prerequisites: MBA status or permission of the instructor.
Credit Hours: (3)
A decision-making approach to the problems of asset management for personal and business
portfolios.
Detailed Description of Content of Course
- Assess different financial securities.
- Analyze factors that influence investments, country, and industry analysis.
- Trade different financial securities.
- Measure the returns and risks of investing.
- Analyze global macroeconomic events.
- Evaluate and value stocks.
- Create and evaluate diversified portfolios using principles of portfolio theory.
- Assess portfolio performance.
- Differentiate, critique, and propose strategies for hedging risks and speculating
in the derivatives markets.
- Recognize and evaluate cognitive errors and psychological biases in yourself and in
others.
Detailed Description of Conduct of Course
The course will be taught as a traditional lecture class with projects, quizzes, exams,
simulation assignments and homework as appropriate for the topics covered.
Student Learning Outcomes
- Acquire the analytical tools and financial theory necessary for making investment
decisions and understanding the paradigms by which financial securities are valued.
- Apply the theory of portfolio choice for the purposes of evaluating investment alternatives
and constructing portfolios with desirable risk/return characteristics.
- Utilize the tools for selecting assets, managing risk and constructing optimal portfolios.
Assessment Measures
Simulations, homework assignments, quizzes and exams as appropriate for the specific
content covered.
Other Course Information
No further items are required.
Review and Approval
May 5, 2026