MBA648 Security Analysis and Portfolio Management (3 cr.)

This course explores the tools and techniques used to evaluate equity securities, and the management of the risk and return of portfolios. The role of portfolio theory in the construction of portfolios and performance measurement is examined. Topics include industry and competitive strategy analysis, alternative valuation methods, investment policy, asset allocation and protection, and ethical issues in security analysis and portfolio management.

Upon completion of this course, students are expected to be able to do the following:

1. Value equity securities using a variety of methods.
2. Construct portfolios according to varying risk/return preferences.
3. Evaluate the performance of a portfolio.
4. Analyze an industry and evaluate the performance of firms within that industry.