Paper , Order, or Assignment Requirements

1. Conceptually understand the organization of the investment decision process, and distinguish between different types of investment companies,

2. Identify major types of securities, and calculate the return and risk for different financial assets,

3. Systematically understand diversification principles, analyze and evaluate different strategies for building a portfolio,

4. Possess the skills required to manage an investment portfolio under conditions of uncertainty by choosing such strategies that balance performance and risk within the investor’s objectives,

5. Demonstrate a critical awareness of current problems and new insights in the field of Portfolio Analysis, and demonstrate effective oral communication of complex arguments as well as developed listening skills.