Spring_2019_21044.pdf - FINC 4355 \u2013 Security Analysis Portfolio Management Course Syllabus Instructor Office Email Office Phone Office Hours Sam

Spring_2019_21044.pdf - FINC 4355 – Security Analysis...

This preview shows page 1 - 2 out of 5 pages.

FINC 4355 – Security Analysis & Portfolio Management Sam Houston State University Course Syllabus College of Business Administration Spring 2019 Page 1 of 5 Instructor: Jonathan Breazeale, Ph.D. Office: Smith-Hutson Business Building 210L Email: [email protected] - [Preferred Means of Communication] Office Phone: (936) 294-3568 Office Hours: TTh: 7:00 – 9:30 AM [Huntsville] TTh: 2:00 – 4:00 PM [Huntsville] Course Description: This course is an advanced analysis and study of the techniques for selecting and combining securities into a portfolio. Content includes setting investment goals, diversification and risk reduction, capital market theory, and portfolio selection models. Prerequisites: FINC 4345 - Investments College of Business Administration (COBA) Learning Objectives: 1. BBA graduates should be competent in the areas of critical thinking and problem solving 2. BBA graduates should be competent in the areas of oral and written communications 3. BBA graduates should be competent in the business foundation 4. BBA graduates should be competent in discipline specific knowledge Course Learning Objectives: 1. Understand the process of portfolio management 2. Understand valuation, risk, return and uncertainty 3. Understand common portfolio objectives 4. Understand investment policy 5. Understand diversification 6. Understand the role of equity in portfolios 7. Understand the role of debt in portfolios Course Objectives: 1. Gain factual KNOWLEDGE (terminology, classifications, methods, trends) of portfolio management 2. Learn fundamental principles, generalizations & theories of portfolio management Required Course Materials: 1. Text: Strong, Portfolio Construction, Management & Protection , 5 th ed., Thompson Southwestern, 2009. (ISBN: 978-0-324-66510-9) 2. Financial Calculator (recommended): Any financial calculator will do, but I recommend the HP 10BII or the TI BAII Plus. You are responsible for understanding how to operate it. Calculator manuals are not authorized references for exams. PDAs with calculator functions are prohibited, & you may not share a calculator with other students. Instructor Availability: I am in my office during the stated office hours. If it is impossible to make my office hours, an appointment should be made ahead of time. Do not come to office hours and expect to be re-taught material covered in class. You are expected to make an attempt to understand the material outside of class before coming for assistance. I highly recommend that you email prior to coming to the office – even during office hours . Attendance: 1. Attendance is required, and role will be taken each scheduled class period. 2. Absence(s) of 6 hours or more will result in a final course grade of “F.” This includes absences on exam dates . 3. YOU are responsible for tracking your own attendance. I will not give you a running tally.
Image of page 1
Image of page 2

You've reached the end of your free preview.

Want to read all 5 pages?

  • Spring '19
  • Multiple
  • Syllabi

What students are saying

  • Left Quote Icon

    As a current student on this bumpy collegiate pathway, I stumbled upon Course Hero, where I can find study resources for nearly all my courses, get online help from tutors 24/7, and even share my old projects, papers, and lecture notes with other students.

    Student Picture

    Kiran Temple University Fox School of Business ‘17, Course Hero Intern

  • Left Quote Icon

    I cannot even describe how much Course Hero helped me this summer. It’s truly become something I can always rely on and help me. In the end, I was not only able to survive summer classes, but I was able to thrive thanks to Course Hero.

    Student Picture

    Dana University of Pennsylvania ‘17, Course Hero Intern

  • Left Quote Icon

    The ability to access any university’s resources through Course Hero proved invaluable in my case. I was behind on Tulane coursework and actually used UCLA’s materials to help me move forward and get everything together on time.

    Student Picture

    Jill Tulane University ‘16, Course Hero Intern

Stuck? We have tutors online 24/7 who can help you get unstuck.
A+ icon
Ask Expert Tutors You can ask You can ask You can ask (will expire )
Answers in as fast as 15 minutes