Applied Investment Management Program

Applied Learning & Curriculum

Applied Learning enhances the theory and skills of the classroom with practical and useful experiences.  It is implemented in variety of ways such as speakers in class, mentors, student organization, site-visits, academic competitions, a professionally-equipped research room, student-managed equity and fixed-income portfolios, and internships.

Curriculum & Academic Requirements

NEW in 2009: Applied Investment Management (AIM) and Master of Science in Applied Economics Five Year Program (MSAE)

Courses

  • Investment Analysis (FINA 4011) is the study of financial instruments such as stocks, bonds, convertibles, and options, and the markets in which they are traded. The primary concern of the course is with the decision process that evaluates the various investment opportunities. 
  • Fixed Income Securities (FINA 4931) focuses on securities (mainly bonds) that promise a fixed income stream and all related securities whose valuation are influenced by interest rates. This course is focused on the concepts and tools that are useful to managers and investors who want to use these securities, whether for investing, hedging, market-making, or speculating.
  • Introduction to Applied Investment Management (FINA 4310) covers investment policy, securities regulation, and the mechanics of the securities markets. It is intended to prepare students for their summer internship. 
  • Research and Financial Analysis (FINA 4320) provides students a thorough understanding of key investment tools including quantitative research methods, economic relationships, and financial statement analysis. During this course students will analyze securities and manage an equity and fixed income portfolio. 
  • Valuation and Portfolio Management (FINA 4330) includes the common approaches to valuing assets, the basic measurements of risk and return, and the key elements of the portfolio management process. Students will continue to manage an investment portfolio, evaluate performance, and prepare reports on the results at the end of the semester.
  • Investment Management, Ethics, and Society (FINA 4370) emphasizes how to manage investments in a manner that is both ethical and socially responsible. Students will acquire a thorough understanding of the CFA® professional standards of conduct in the application of ethics to the moral dimensions of money management