BAR 511 - Applied Financial Analysis and Investments

1.5 credit(s)
This course provides an applied financial analysis and investment opportunity for both undergraduate and graduate students. Students obtain hands-on experience in establishing, managing, and reporting on an actual investment fund set up with the University. Students review the overall economic operating environment, review selected industry trends, and understand the global/political impact of investment decisions. Topics include applying a risk-based approach to identify investment opportunities, conducting investment research and analysis, establishing performance benchmarks, selecting individual investments for acquisition, executing actual trades, reviewing investment results, and evaluating monthly and final portfolio performance. Students also examine the tax implications of investment decisions and the necessary oversight controls to comply with legal and regulatory requirements. Students must take both semesters of this course.
Prerequisite(s): FIN 310 or MBA 616.

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