Handbook

This course develops a basic conceptual framework to understand modern investments. Students learn to evaluate alternative investment strategies, develop a more complete understanding of the risk-return relation, and discuss recent developments in investment management. Surveys various financial markets and provides a review of the instruments used to allocate capital and manage risk. Topics include measuring risk and return, designing portfolios, pricing risk, valuing equities, valuing fixed income securities, and hedging with derivatives. Students are assessed through a variety of means; including quizzes and exams, computer exercises, and case study discussions. Through the completion of an Ethics report and with the assistance of online materials, students will gain a practical appreciation of the CFA code of ethics including maintaining professionalism, duty of care to clients and employers and appropriate managing of conflicts.