Brock University · FNCE 4P04

投资分析与投资组合管理

官方名称 : Investment Analysis and Portfolio Management

学分 : 0.5参考年份 : 2024-25

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描述

投资分析与投资组合管理 研究个人与机构投资者的投资/资产配置决策。讨论主要资产定价模型与市场效率检验。普通股、优先股、共同基金与养老基金的理论与实际估值模型。各种投资策略(如投资、投机、对冲与套利)中不同金融工具的运用。分析师选股所用的技术,如基本面分析、技术分析与量化分析。课堂讲授、讨论,每周 3 小时。限制:在注册指南中指定日期之前,仅对经批准参加金融方向、数据科学与分析专业(DASA /DAFA)以及 BBE 金融经济学选项学生开放。该日期之后,对 BAcc、BBA、BBE、BCB 及联合商学专业开放。先修课:FNCE 3P96 。注意:本课程可能以多种授课方式开设。授课方式将在相关学期的教学时间表中列出。

先修课程

  • 先修课:FNCE 3P96 。

条件与方式

  • 限制:在注册指南中指定日期之前,仅对经批准参加金融方向、数据科学与分析专业(DASA /DAFA)以及 BBE 金融经济学选项学生开放。该日期之后,对 BAcc、BBA、BBE、BCB 及联合商学专业开放。
  • 先修课:FNCE 3P96 。
  • 注:本课程可能以多种授课方式开设。授课方式将在适用学期的学术课程表中列出。
原文参考文本

Investment Analysis and Portfolio Management Examination of the investment/asset allocation decision for the individual and institutional investors. Discussion of the main asset pricing models and market efficiency tests. Theoretical and practical valuation models of common stocks, preferred stocks, mutual funds and pension funds. Use of different instruments in various investment strategies such as investment, speculation, hedging and arbitrage. Techniques used by analysts to pick investments such as fundamental analysis, technical analysis and quantitative analysis. Lectures, discussion, 3 hours per week. Restriction: open to BBA students approved to the Finance concentration, Data Sciences and Analytics majors (DASA /DAFA) and BBE Financial Economics option students until date specified in Registration guide. After that date open to BAcc, BBA, BBE, BCB and combined Business majors. Prerequisite(s): FNCE 3P96 . Note: this course may be offered in multiple modes of delivery. The method of delivery will be listed on the academic timetable, in the applicable term.

  • Prerequisite(s): FNCE 3P96 .
  • Restriction: open to BBA students approved to the Finance concentration, Data Sciences and Analytics majors (DASA /DAFA) and BBE Financial Economics option students until date specified in Registration guide. After that date open to BAcc, BBA, BBE, BCB and combined Business majors.
  • Note: this course may be offered in multiple modes of delivery. The method of delivery will be listed on the academic timetable, in the applicable term.

来源与参考

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来源参考 : https://brocku.ca/webcal/2024/undergrad/busi.html

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