FNCE 401 v7: Investments Report a Broken Link

FNCE 401 examines financial instruments and their analysis in detail. You will gain an understanding of markets and various portfolio theories; investment vehicles; and portfolio management techniques, evaluation, and international investing.

This digital reading room contains several optional readings that will expand upon material presented in the textbook and lesson notes and incluse foundational texts for the several of the theories and models covered in this course as well as more recent explorations of current investment issues. You are encouraged to download these resources for future use.

Unit 1: Introduction to Investments


Lesson 2: Financial Markets and Instruments
Lesson 3: Trading on Securities Markets

Unit 2: Portfolio Theory


Lesson 4: Return and Risk: Analyzing the Historical Record
Lesson 5: Risk Aversion and Capital Allocation to Risky Assets

Unit 3: Equilibrium in Capital Markets


Lesson 7: CAPM, Index Models, and Arbitrage Theory
Lesson 8: Market Efficiency, Behavioural Finance, Technical Analysis, and Empirical Evidence

Unit 4: Fixed Income Securities


Lesson 9: Bond Prices and Yields
Lesson 11: Managing Bond Portfolios

Unit 5: Equities


Lesson 13: Financial Statement Analysis

Unit 6: Derivative Assets


Lesson 15: Option Valuation
Lesson 16: Futures and Forward Markets

Unit 7: Active Portfolio Management and International Investing


Lesson 17: Active Management and Performance Measurement
Lesson 18: Managed Funds
Lesson 19: International Investing