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Investment Analysis and Portfolio Management - FIN320 Fall 2026
Course
Hieu Thi Hoang Nguyen
For information about registration please contact our admissions.
Lessons
Here is the course outline:
1. Week 1: Topic: course introduction and foundations of investment analysis |
2. Week 2: Topic: Return, risk and asset allocation |
3. Week 3: Topic: Financial markets and indexesQuiz 1 (paper-and-pen closed book) |
4. Week 4: Topic: Efficient markets, behavioral finance, and technical analysis |
5. Week 5: Topic: Portfolio theory and asset pricingQuiz 2 (paper-and-pen closed book) |
6. Week 6: Topic: Equity valuation and market analysis |
7. Week 7: Midterm exam (closed book) covers from class 1 to class 6, 25% |
8. Week 8: Topic: Fundamental investing and equity portfolio management strategies |
9. Week 9: Topic: FuturesAssignment/deadlines: first touch on group’s portfolios, 10% |
10. Week 10: Topic: OptionsQuiz 3 (paper-and-pen closed book) |
11. Week 11: Topic: Fixed income securitiesproject consultation (based on the first touch report) |
12. Week 12: Topic: Swaps and risk management instrumentsQuiz 4 (paper-and-pen closed book) |
13. Week 13: Topic: Performance evaluation and portfolio performance attributionAssignment: project submission |
14. Week 14: Final presentation and Q&A (25% presentation and 10% Q&A) |