FINA405 - Investments

Description:
An examination of investment markets, transactions, planning and information. Topics include investment risk and return measures, debt and equity instruments, evaluation techniques, hybrid and derivative securities, mutual funds, real estate investments, tax planning and the investment process, and portfolio management.

Outcomes:

• Compare the structure and operation of markets for different financial securities
• Assess the role and practical value of investment information in financial markets
• Determine the value of different financial securities using conventional methods and models of valuation
• Evaluate a portfolio of individual securities according to principles of modern portfolio theory
• Formulate investment recommendations for prospective investors concerning common stock, public debt, and mutual funds
• Revise a portfolio of individual securities to incorporate a hedging (risk management) strategy using appropriate derivative securities
• Assess the risk and return of financial market investment instruments
• Simulate building and refining an investment portfolio to meet personal financial goals

Required Text(s):

Jordan, B., Miller, T., & Dolvin, S. (2021). Fundamentals of Investments: Valuation and Management (9th ed.). McGraw-Hill. ISBN: 9781260013979