Investment Principles

Identify and research a variety of sources of financial and investment information.

Explore historical risk and return data for various asset classifications in order to examine and evaluate different valuation techniques.

Participate in a security selection exercise (stock game) in which: using information from 1 and 2 above students will select an investment which they will enter as an individual game selection within their class section, and, as a group, each section of FIRE 373 will collaborate on and construct, a class portfolio with which to compete against other sections of FIRE 373, if any, as well as against an appropriate market benchmark. In doing so the student will begin to perform the tasks of the professional money manager.

Be able to recognize the "Global Process of Investment Management", or the correct procedure to manage personal wealth throughout one's lifetime.