Summer 2025 Applied Analytics PS5540 section D01

FINANCIAL SEC ANALYSIS AND PORTFOLIO MGT

FIN SEC ANALYSIS AND PORT

Call Number 11279
Day & Time
Location
W 8:10pm-10:00pm
ONLINE ONLY
Points 3
Grading Mode Standard
Approvals Required None
Instructor Lei Yu
Type LECTURE
Method of Instruction On-Line Only
Course Description

Financial securities analysis and portfolio management is the study of analyzing information to evaluate financial securities and design investment strategies. Studying the subject can provide a foundation for students entering the fields of investment analysis or portfolio management. This course provides an intensive introduction to major topics in investments. Part I of the course lays the theoretical foundation by introducing the Portfolio Theory and Equilibrium Asset Pricing models. Part II covers the valuation models and analysis of major asset classes: equity, fixed-income, and derivatives. Topics include bond valuation and interest rate models, equity valuation and financial statement analysis, options valuation, other derivatives, and risk management. Part III of the course focuses on the practice of active portfolio management.

Web Site Vergil
Subterm 05/27-08/15 (X)
Department Applied Analytics
Enrollment 6 students (45 max) as of 9:05PM Wednesday, April 2, 2025
Subject Applied Analytics
Number PS5540
Section D01
Division School of Professional Studies
Open To Professional Studies
Note ONLINE. APAN STUDENTS ONLY. PREREQS: ADVISOR APPROVAL.
Section key 20252APAN5540KD01