Investment Fundamentals And Portfolio Management – fin402 (3 credits)
This course covers the theories and practices of investments including financial markets, risk and return, securities, asset allocation and diversification. Students will utilize analytical techniques available in the investment planning and selection process in the environment in which investment decisions are made. Students will apply finance models and investment strategies to analyze and manage investments for various types of organizations.
Overview of the Investment Environment
- Explain how the current investment environment impacts investment decisions.
- Describe capital market instruments.
- Determine asset classes.
- Analyze the investment banking process.
Special Topics in Investments and Portfolio Management
- Examine alternative investment vehicles.
- Explain the use of derivative securities to enhance portfolio performance.
- Examine the application of investment portfolio management techniques to personal finances.
Optimal Capital Market Strategies
- Assess the performance of an investment portfolio using modern portfolio theory.
- Revise an investment portfolio using various portfolio management techniques.
- Analyze the effects of international portfolio diversification.
- Differentiate among data used to conduct financial analyses.
- Compare an organization's financial performance to the industry using macroeconomic variables.
- Calculate the expected return of financial assets using the Capital Asset Pricing Model (CAPM).
Risk and Portfolio Analysis
- Explain the relationship between risk tolerance levels and macroeconomic variables.
- Recommend changes in investment strategy to improve investment performance.
- Construct an investment portfolio.
- Analyze the risk and return tradeoffs associated with an investment portfolio.
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While widely available, not all programs are available in all locations or in both online and on-campus formats. Please check with a University Enrollment Representative.
Transferability of credit is at the discretion of the receiving institution. It is the student’s responsibility to confirm whether or not credits earned at University of Phoenix will be accepted by another institution of the student’s choice.