HADM 3230

Introduction to Investments

Course Description

Course information provided by the 2025-2026 Catalog.

This course discusses a wide range of investments-related topics. We study basic frameworks that provide investors guidance on how to value securities and make investment decisions; topics include basic concepts of return, risk, and prices, asset allocations, the capital asset pricing model, and performance evaluation. Our approach emphasizes both conceptual foundations and practical implementation. The course includes an extensive module on strategic asset allocation that includes a discussion of alternative investments. We cover various topics in active portfolio management, and in particular study equity screening and multi-factor models. The course highlights trends in the investment management industry and introduces terminology and tools familiar to investment professionals.

Prerequisites HADM 2220, HADM 2250 or equivalent.

Last 4 Terms Offered 2024FA, 2022FA, 2021SP, 2020SP

Learning Outcomes

• Course will deepen the students' understanding of the core principles behind investment and Portfolio Management.
• Students will be able to create portfolios across asset classes, and learn how assets are priced through general equilibrium price theory.
• Students will gain an understanding of basic active portfolio management techniques.

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