Introduction to the prevailing theories, models and philosophies of investment analysis and management for an environment where individuals make investment decisions under uncertainty. Exploration of both investment fundamentals with a brief introduction to portfolio management. Specific topics of interest include a comprehensive TVM review, fundamentals analysis, market behavior, asset allocation, portfolio theory, ethics, risk and return, and behavioral finance.

Prerequisite: -EC100 or -EC101 and -EC102 and -BU205.

1 unit — Golfari

Offerings

Term	Block	Title	Instructor	Location	Student Limit/Available	Updated
Fall 2024	Block 4	Investments	Andrea Golfari	Palmer Hall 117	25 / 0	05/20/2025
Spring 2026	Block 5	Investments	Andrea Golfari	TBA	25 / 25	05/20/2025