CDL COURSE ENTRY FORM


Author: Laura Wait/SUNY
Last modified by: Laura Wait/SUNY
Composed: 02/24/2007 10:08 AM
Curriculum Committee Approval Date:
Modified: 07/18/2017
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Course Number: (prefix) BME (number) 214334 ESC 2.0 Course number: FSMA-4010 FSMA-4010Security Analysis & Portfolio Management

Name: Security Analysis and Portfolio Management
Datatel Title: (30char) Security Analysis & Portfolio

Area Coordinator: Nazik Roufaiel Department Code: 10AC Team: BME

Liberal Study? NO Level: UPPER Credits: 4 Prerequisite? YES
General Education Course? NO GenEd Approval Term/Year:

GenEd Area 1: Fully or Partially:
GenEd Area 2: Fully or Partially:



Pre-registration Information?
Course will be offered (for online course descriptions, proposed offerings for by term views and web views)
Spring 1, Fall 1		Course will be offered (for final term listings, online registration, online bookordering, web views)
Spring 1, Fall 1
First Term Offered: 2007FA (Required Format: YearTerm - i.e., 2005SP)
Last Term Offered in Print Version:
Title Changes:
AC Changes: Effective FA1 2017 changed from Anant Deshpande 10FI TO Nazik Roufaiel 10AC. Catalog updated 7/18/17. LWait
Effective Sept '13 term AC change from John Beckem 10FN to Ananta 10FI. Catalog updated 5/15/13. LWait
BK Number:

Description: This course examines various concurrent theories of investment portfolio management that integrates both the Unites States and global market. It is intended to serve advanced level students who are interested in more in-depth analysis of the investment market instrument and the balance between return and risk management. The course is more analytical and practical in nature and exposes the student to real empirical case studies and the real practice of market trading and examining actual companies’ financial data. Among the topics to be covered are global exchange funds, index funds, hedging funds, exchange trading funds, electronic communication network, behavioral finance and anomalies, empirical implementation of arbitrage pricing policy, various models of stocks and assets valuation, passive versus active management techniques in managing the portfolio, analysis of the Euroland sector, debt and equity security market, derivatives and hedging, and performance measurement. It is a real hands-on application of trading in the security market

Prerequisites: Introductory Accounting I 212054, Statistics 272384 and Corporate Finance 213514 or investing 213524 or equivalent.

Generic:



Major Course Area
Business Management and Economics		Minor Course Area
Finance		SLN Disciplines
Business
Additional Course Requirements
Audio Component		 Undergrad Certificate Association:


3




Required Booknote:

Optional Booknote:


Archive Course:

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genedfull area for dpplanner: