FIN 4250 - Intermediate Investments

Institution:

Utah Tech University

Subject:

Finance

Description:

Course covers intermediate topics in investments management. Focus is on theory and practice in portfolio management. Different portfolio construction strategies for equity, fixed income and blended portfolios are covered. Application of different investment portfolio performance analysis methods. Analysis and valuation of derivative instruments is covered. **COURSE LEARNING OUTCOMES (CLOs) At the successful conclusion of this course, students will be able to: 1. Explain portfolio theory. 2. Formulate appropriate portfolio asset allocation strategies given portfolio objectives. 3. Formulate appropriate security selection strategies given portfolio objectives. 4. Assess portfolio performance and portfolio risk relative to benchmark. 5. Explain portfolio immunization and hedging strategies. Prerequisites: FIN 3750 (Grade C- or higher).

Credits:

3.00

Credit Hours:

Prerequisites:

Corequisites:

Exclusions:

Level:

Instructional Type:

Lecture

Notes:

Additional Information:

Historical Version(s):

Institution Website:

www.utahtech.edu/

Phone Number:

(435) 652-7500

Regional Accreditation:

Northwest Commission on Colleges and Universities

Calendar System:

Semester

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