Security Analysis and Portfolio Management

Course Search > Management & Accounting > FINA.6210

Course No: FINA.6210-061; SIS Class Nbr: 13812; SIS Term: 2910
Course Status: Open

Course Description

This course introduces the student to the main theories and practice of investments and portfolio management. The student will learn about various investment opportunities including real and financial assets; the investment environment including the money and capital markets; the investment process including identification of goals, data gathering and analysis etc.; and, decision making under a changing market environment. The material covered will include: selection of assets - with special emphasis on securities selection through technical analysis and fundamental analysis, computation of risk and return of individual assets, asset allocation and portfolio formation, computation of risk and return of portfolios, measurement of portfolio performance and rebalancing of portfolios. Also included in the material will be topics such as the "pyramid" approach, forecasting and the use of indicators and, market and industry indexes, models such as the CAPM, bond and stock valuation, mutual funds, domestic versus global investment etc.

Prerequisites, Notes & Instructor

  • Prerequisites: Matriculated MBA, MSF, or MSA students who have completed FINA.5010 Business Financial Analysis, ACCT.5010 Financial Accounting , or permission of MBA/MSF coordinator.
  • Special Notes: If not currently matriculated in a Manning School of Business program, please contact the MBA staff at MBA@uml.edu or call 978-934-2848 for permission to take courses.
  • Section Notes:
  • Credits: 3; Contact Hours: 3
  • Instructor: Tunde Kovacs
  • UMass Lowell Bookstore

When Offered & Tuition

  • Online Course
  • Fall 2019: Sep 04 to Nov 10
  • Course Level: Graduate
  • Tuition: $1965
  • Note: There is a $30 per semester, nonrefundable registration fee for credit courses.

Related Programs: M.S. in Finance

Every effort has been made to ensure the accuracy of the information presented in this catalog. However, the Division of Online & Continuing Education reserves the right to implement new rules and regulations and to make changes of any nature to its program, calendar, procedures, standards, degree requirements, academic schedules (including, without limitations, changes in course content and class schedules), locations, tuition and fees. Whenever possible, appropriate notice of such changes will be given before they become effective.

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