Investment Management

Learn to apply and effectively use statistical concepts and computation in a business environment. Determine the need for descriptive or inferential statistics in a given situation. Study probability methods from a practical and applied perspective. The emphasis in this course is on data analysis and interpretation of the results, not on computation and implementation of formulas. The course assumes only basic knowledge of algebra; calculus is not required. Learn how to efficiently collect the data needed to answer statistical questions properly, and how to address the question in a rational way once the data are collected.

This is an advanced course in inferential statistics with emphasis on practical application of statistical analysis. Examination of role of statistics in research, understanding statistical terminology, use of appropriate statistical techniques, and interpretation of findings in fields of Economics, Business, Nursing, and Medical Research will be studied. More specifically, topics in this course include Graphing and tabulation of data, Chi-Square, Regression, Correlation, Decision Making under Uncertainty, and Hypothesis testing.

This course introduces students to the concepts, methods, and tools used by financial managers in their attempts to make effective investing and financing decisions. It examines the corporate financial management context and the manner in which corporations are governed, and begins an exploration of the ways in which value is created and measured. Specific attention is devoted to the financial management context; time value of money; risk and return, the cost of capital, and the valuation of stocks and bonds; capital budgeting decision analysis tools; the impact of financial leverage on cost of capital and valuation; dividend policy; and an overview of financial statement analysis.

This course, a continuation of Basic Corporate Finance, is intended to round out the student's comprehensive overview of corporate finance topics, examines the concepts, techniques, and tools used by financial managers in their attempts to make effective investing, financing, and working capital management decisions. Specific attention is devoted to advanced capital budgeting topics (estimating future operating cash flows and analyzing real options), financing decisions (capital structure theory and practice, long-term financing, hybrid securities and capital leases, initial public offerings, and corporate restructuring), working capital management, and multinational finance.

This course introduces students to the concepts, methods, and tools used by financial managers and financial analysts to develop a framework for equity valuation. This course integrates finance and accounting concepts, blending conceptual valuation theory to useful practical applications. Specific attention is devoted to the investment management context: equity valuation process; discount dividend valuation; free cash flow valuation; market-based valuation - including price multiples; and residual income valuation. This course is well-suited for general-interest students who want to acquire a fundamental understanding of equity asset valuation and financial and investment analysts and managers who want to supplement their skills in developing equity asset valuation principles. Students also seeking additional course help for CFA are encouraged to take this class - the textbook is from the CFA Institute Investment Series.

This course introduces students to the concepts, methods, and tools used by financial managers and financial analysts to develop a framework for fixed income analysis. This course is intended to create a broader perspective for understanding fundamental bond valuation and bond portfolio management. Specific attention is devoted to the investment management context: features of debt securities; bond risks; bond sectors and instruments; yield spreads; bond valuation; yield measures, spot rates and forward rates; interest rate risk measurement; term structure and interest rate volatility; valuing bonds with embedded options; credit analysis; and bond portfolio management. This course is well-suited for general-interest students who want to acquire a fundamental understanding of fixed income analysis and financial and investment analysts and managers who want to supplement their skills in developing bond management principles. Students also seeking additional course help for CFA are encouraged to take this class - the textbook is from the CFA Institute Investment Series.

This course introduces students to the concepts, methods, and tools used by financial managers and financial analysts to develop a framework for managing investment portfolios. This course is intended to develop a broad perspective on modern portfolio management - a dynamic process. Specific attention is devoted to the investment management context: portfolio management process and investment policy statement; managing individual investor and institutional investor portfolios; capital market expectations; asset allocation; risk management, portfolio decisions; monitoring and rebalancing; and evaluating portfolio performance. This course is well-suited for general-interest students who want to acquire a fundamental understanding of portfolio management and financial and investment analysts and managers who want to supplement their skills in developing portfolio management principles. Students also seeking additional course help for CFA are encouraged to take this class - the textbook is from the CFA Institute Investment Series.

This course, a continuation of Basic Corporate Finance and Intermediate Corporate Finance, is intended to provide in-depth coverage of the principles and tools of treasury and financial risk management. In particular, the course will provide a thorough introduction to a range of treasury and risk management tools, techniques, systems and processes for managing organizational risk. The course will also outline how a risk management program can be developed to manage the implementation of financial risk responses within an organizational setting.