This course examines concepts of personal investment management. Topics include the structure and regulations of securities markets, market participants and their roles, the characteristics, uses and taxation of investment vehicles, personal trading accounts, risk and return, time value of money, quantitative investment concepts, asset allocation and diversification, portfolio development and analysis, investment strategies, characteristics and valuation of fixed income and equities, alternative investments, and behavioral finance.
instructor(s)
Starn, Harry
Primary Instructor
- Fall 2023 / Spring 2024 / Fall 2024
