Simmons College

Investments

Joint course with UG taking MGMT 311 Investments Investments is an applied practitioner's class that will give you the skills to determine future goals for the risk and expected return of financial assets, choose appropriately to achieve these goals, and then monitor the actual performance of your assets relative to your expectations/benchmark and the overall market's returns. By the end of the class you will be able to select investments, create portfolios and evaluate their performance for either your professional or personal goals. Topics covered include the risk-return tradeoff, U.S. stock market alternatives, stock valuation, stock price behavior, stock options, mutual funds, bonds, and futures contracts. Simulation trading will be used. The class will be a mixture of lecture, class discussions, in class problem review with semester end student presentations on portfolio performance. The class will be heavily influenced by current business and world events. Each member of the class, including the professor, will be actively seeking new investments and monitoring current investments. All students will be expected to have done the assigned work before class so that they can add to the class learning/discussion or ask questions on assigned material.