This course delves into analysis of securities and their role in portfolio construction. Students in this course conduct in-depth financial analysis of the various classes of securities, macroeconomic factors, as well as the industries and their constituent firms. This course also covers comprehensive study of investment management from the perspective of the professional institutional investors. Concepts from security analysis are factored into the dynamics of strategic and tactical investment decision making criteria. Among the topics included are security selection, macroeconomic and industry analysis, portfolio optimization, risk management, portfolio management & rebalancing, and performance evaluation. The course uses FactSet and Interactive Brokers platforms for research and trade execution purposes.
P: FIN 343
Spring.