This course examines investment analysis and portfolio management, focusing on the principles, tools, and strategies used by investment professionals. Students explore financial markets, asset classes, and valuation techniques, and develop the ability to analyze risk and return across securities and portfolios.
The course emphasizes portfolio construction, diversification, and performance evaluation, incorporating modern analytical tools and data-driven approaches. Students use AI tools to enhance investment research, analyze financial data, and support portfolio decision-making, while understanding the importance of model validation, interpretation, and responsible use.

Students apply quantitative methods to assess investment opportunities, manage risk, and support portfolio decisions. The course also introduces behavioral considerations, market efficiency, and the role of institutional and individual investors in global financial markets. Prerequisite(s): FI 301.