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FIN 614

Investments

3 units

Fall 2026 · Investment Principles

Topics

  • Introductory Session
  • Background & Review
  • Return & Risk
  • Risk Aversion & Capital Allocation
  • Optimal Risky Portfolios
  • Capital Asset Pricing Model
  • Behavioural Finance
  • Index Models
  • Factor Models & APT
  • Market Efficiency
  • Derivative Securities

Readings

  • BKM: Investments, 10th Canadian Edition, by Bodie, Kane, Marcus, Switzer, Boyko, Panasian, & Stapleton, McGraw Hill-Ryerson, 2019 (ISBN-13: 978-1-26-088125-7)
    required
Fall 2024

Topics

  • Introduction, Risk & Return
  • Capital Allocation to Risky Assets
  • Efficient Diversification
  • Capital Asset Pricing Model
  • Arbitrage Pricing Theory & Factor Models
  • Efficient Market Hypothesis
  • Behavioral Finance & Technical Analysis
  • Empirical Evidence on Security Returns
  • Portfolio Performance Evaluation
  • Presentation

Readings

  • Zvi Bodie, Alex Kane, Alan J. Marcus, Lorne N. Switzer, Dana Boyko, Christine Panasian, Maureen Stapleton (BKM), Investments, Tenth Canadian Edition, McGraw Hill, 2022
    recommended
Sources