5827 Investments

5827 Investments

(3 semester hours credit)

This course introduces basic portfolio strategies focusing on common investment types, including mutual funds, fixed-dollar annuities and variable-dollar annuities from the perspective of the individual and institutional investor. Market operations, performance evaluation, fundamental security analysis methods (in relation to stocks and bonds), mutual funds, options, and futures are included and students have the opportunity to analyze how each type works, recognizing the advantages and disadvantages as well as yield expectations.

Required Prerequisite: 5190