Course Description
Investment Fundamentals introduces the principles and practices of investment analysis and portfolio management. You will evaluate investment opportunities, assess and manage risk, and construct diversified portfolios — grounded in critical thinking, ethical considerations, and evidence-based decision-making.
Course Objectives
By the end of this course, you will be able to:
- Evaluate investment opportunities using fundamental valuation techniques, including discounted cash flow and comparative market analysis.
- Interpret and analyze market data and financial statements to inform investment decisions and identify key financial trends.
- Assess investment risks through quantitative and qualitative methods, distinguishing between systematic and unsystematic risk factors.
- Construct diversified portfolios by applying modern portfolio theory and asset allocation principles to balance risk and return.
- Measure and interpret portfolio performance using industry-standard metrics, and recommend adjustments to optimize outcomes.
- Incorporate ethical, regulatory, and ESG considerations into investment analysis and portfolio management to ensure responsible and compliant decision-making.
Outcome Proficiency Groups
MBA 527 helps you grow in three of the five MyMBA program outcomes:
Strategic Thinking & Decision Making
Build diversified portfolios that balance risk and return.
Analytics & Critical Thinking
Evaluate investments using discounted cash flow, market comparisons, and risk analysis.
Communication & Influence
Recommend portfolio adjustments backed by clear, evidence-based reasoning.
Where This Course Leads
The skills you build here carry forward to the MBA Capstone, where you bring all five outcome proficiency groups together to tackle a contemporary business challenge.
