INVESTMENT THEORY

Prerequisites & course information

Requisites: FINANCE/ECON 300 , ( MATH 213 or 222 ) and ( GEN BUS 307 , 317 , 656 , ACT SCI 654 , 655 , ECON 400 , 410 , STAT/MATH 310 , STAT 312 , or 333 or concurrent enrollment) or declared in undergraduate Business Exchange program Course Designation: Core GenEd - Social & Behavioral Science Breadth - Social Science Level - Advanced L&S Credit - L&S Liberal Arts and Science Repeatable for Credit: No Last Taught: Fall 2026 Learning Outcomes: 1. Solve real-world investment problems Audience: Undergraduate 2. Formulate the trade-off between risk and return Audience: Undergraduate 3. Describe the distribution of returns on broad asset classes Audience: Undergraduate 4. Identify investors’ risk preferences Audience: Undergraduate 5. Use portfolio optimization techniques to develop an asset allocation for an investor Audience: Undergraduate 6. Examine factor models of returns Audience: Undergraduate 7. Compare different equilibrium security pricing models Audience: Undergraduate 8. Debate market efficiency Audience: Undergraduate Learning Outcomes: 1. Solve real-world investment problems Audience: Undergraduate 2. Formulate the trade-off between risk and return Audience: Undergraduate 3. Describe the distribution of returns on broad asset classes Audience: Undergraduate 4. Identify investors’ risk preferences Audience: Undergraduate 5. Use portfolio optimization techniques to develop an asset allocation for an investor Audience: Undergraduate 6. Examine factor models of returns Audience: Undergraduate 7. Compare different equilibrium security pricing models Audience: Undergraduate 8. Debate market efficiency Audience: Undergraduate