Investment Analysis & Portfolio Management (FINA469)

Undergraduate Course, USC, Darla Moore School of Business, 2017

The course provides an in-depth discussion of fundamental principles related to investment analysis and portfolio management. Topics include investment instruments, portfolio theory, equity valuation, fixed-income securities, and option valuation. Upon the completion of the course, students are expected to understand security market functions, recognize the risk-return trade-off in investments, and able to develop investment strategies. Further, understanding the knowledge covered in the course help students prepare for the CFA exams.


Years Teaching: 2017, 2019. Average Evaluation score: 4.41 out of 5