APPLIED SECURITY ANALYSIS AND INVESTMENT MANAGEMENT I

Prerequisites & course information

Requisites: Consent of instructor Course Designation: Core GenEd - Mathematics & Quantitative Reasoning Grad 50% - Counts toward 50% graduate coursework requirement Repeatable for Credit: No Last Taught: Fall 2026 Learning Outcomes: 1. Identify a company’s key sources of competitive advantage and determine the sustainability of that advantage. Audience: Both Grad & Undergrad 2. Build financial statement models that help determine likely company outcomes and identify key drivers and risks. Audience: Both Grad & Undergrad 3. Develop a macroeconomic outlook and an interest rate forecast that is consistent with that outlook. Audience: Both Grad & Undergrad 4. Demonstrate skills to differentiate between analytical mistakes and natural volatility. Audience: Both Grad & Undergrad 5. Assess portfolio level risk using traditional measures of volatility and projected risk on both an absolute and relative basis using factor risk models. Audience: Both Grad & Undergrad 6. Cultivate high-level interviewing skills designed to differentiate knowledge and experience from other MS/MBA student applicants. Audience: Both Grad & Undergrad 7. Articulate how ethical behavior, particularly as described in the CFA Institute’s Code of Ethics and Professional Conduct, serves the best interests of both clients and investment professionals. Audience: Both Grad & Undergrad 8. Apply contemporary research to enhance portfolio management strategies. Audience: Graduate Learning Outcomes: 1. Identify a company’s key sources of competitive advantage and determine the sustainability of that advantage. Audience: Both Grad & Undergrad 2. Build financial statement models that help determine likely company outcomes and identify key drivers and risks. Audience: Both Grad & Undergrad 3. Develop a macroeconomic outlook and an interest rate forecast that is consistent with that outlook. Audience: Both Grad & Undergrad 4. Demonstrate skills to differentiate between analytical mistakes and natural volatility. Audience: Both Grad & Undergrad 5. Assess portfolio level risk using traditional measures of volatility and projected risk on both an absolute and relative basis using factor risk models. Audience: Both Grad & Undergrad 6. Cultivate high-level interviewing skills designed to differentiate knowledge and experience from other MS/MBA student applicants. Audience: Both Grad & Undergrad 7. Articulate how ethical behavior, particularly as described in the CFA Institute’s Code of Ethics and Professional Conduct, serves the best interests of both clients and investment professionals. Audience: Both Grad & Undergrad 8. Apply contemporary research to enhance portfolio management strategies. Audience: Graduate