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Investment Management
Chapters

1Foundations of Investment Management

2Securities Markets and Trading Mechanics

3Investment Vehicles and Pooled Products

4Data, Tools, and Modeling for Investments

5Risk, Return, and Probability

6Fixed Income: Bonds and Interest Rates

7Equity Securities: Valuation and Analysis

Financial statement analysisDiscounted cash flow (DCF)Dividend discount modelsRelative valuation multiplesGrowth, ROIC, and reinvestmentQuality and earnings qualitySmall vs large cap dynamicsGlobal equities and ADRsCorporate actions and dilutionQuant equity and factor tilts

8Derivatives: Options, Futures, and Swaps

9Portfolio Theory and Diversification

10Asset Pricing Models: CAPM and Multifactor

11Portfolio Construction, Rebalancing, and Optimization

12Performance Measurement, Risk Management, and Ethics

13Options

Courses/Investment Management/Equity Securities: Valuation and Analysis

Equity Securities: Valuation and Analysis

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Fundamental and quantitative approaches to analyzing and valuing stocks.

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Relative valuation multiples

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