QC Economics
Professor Marshall's BUS350

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The course will focus on the application of financial theory to the issues and problems of investment management. We will try to understand the valuation and selection of various investment instruments first and then move on to cover portfolio optimization issues (plus risk management). This course is more analytical than usual. Topics will include bond valuation and strategies, stock valuation and strategies; portfolio optimization and asset allocation, the CAPM, and their implications for investment management. The course will build upon the analytical skills developed in the econ/bus241 finance core course. The topics covered are part of the requirements for the Chartered Financial AnalystŪ (CFA).

Essentials of Investments, 8th edition, Zvi Bodie, Alex Kane, and Alan Marcus, McGraw Hill 2010, ISBN: 978-0-07338240-1







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