Course Syllabus - Investment Management
Course Syllabus - Investment Management
Organizations
Prof. Darren J. Gonzales
Course Syllabus
Investment Management
Darren J. Gonzales, AB, MPM, LLB (Units)
Professor
+639171551291
[email protected]
Course Description
This course provides an overview of all kinds of investment, discussing
strategies and decisions to maximize the return by alleviating the risks if
not eliminated. It explains the dominant approach to valuation of different
securities in the financial markets by determining the intrinsic value of the
investment and make decisions which investments should be included or
excluded in the investment portfolio.
Competencies
At the end of the semester, the students will be able to:
Course Methodology
Interactive/Participatory, student-centered mode or learning strategies
will be employed such as lecture-discussions, workshops, small
group/round table discussions, sharing, case analyses, simulation games,
group dynamics and research assignments. Activities shall be used along
with the lectures to illustrate concepts and to encourage class
participation. Students are required to present a case analysis of human
behavior in the organization (individual, group/team or organizational level)
and submit a paper on the same case at the end of the semester. The
students will be encouraged to interview, utilize various methods to
gather information about the case. The course requirements will guide the
performance evaluation of the student.
Course Content
Week# Description
1 Introduction/ Class Orientation
2 The Investment Environment
3 Security Markets and Transactions
Investment Information and Securities
4
Transactions
5 Return and Risk
6 Stock Valuation
7 Modern Portfolio Concepts
Common Stocks, Common Stock Values,
8
and Analysis of Common Stocks
9 The Time Value of Money
10 Market Efficiency and Behavioral Finance
11 Fixed Income Securities
12 The Behavior of Market
13 Mutual Funds
14 Constructing Portfolio
15 Put and Call Options
Course Requirements
The submission and accomplishment of the following will be required to
pass the course:
Academic Papers;
Individual and Group Case/ Research Presentations;
Assignments; and
Term Examinations;
Grading System
Course Syllabus – Human Behavior in
Organizations
Prof. Darren J. Gonzales
References:
- Bodie, Kane & Marcus. Essentials of Investment, 2010 McGraw Hill Education, New York
- Sanders & Cornette. Financial Institution and Management, 2016 McGraw Hill Education, New
York
- Gitman, Lawrence J. et. al. Principles of Managerial Finance, 2011 Pearson Education
- Fabozzi, Frank, Capital Markets, 2012 Prentice Hall
- Rose, Peter. Money and Capital Markets, 2010 Pearson Education
- Michkin Frederick. The Conomics of Money, Banking and Financial Markets, 2009
- Brown and Mayo. Capital Markets, 2015 Cengage Learning Asia
- Smart, Gitman and Joehnik. Fundamentals of Investing, 2014 Pearson Education
- And other internet souces
Classroom Policies
Students are required to uphold intellectual honesty in all class
requirements and activities. This includes the need to use quotation
marks for verbatim statements lifted from another work and to cite all
sources in research work through footnotes and/or bibliographies.
Course Syllabus – Human Behavior in
Organizations
Prof. Darren J. Gonzales
The Student Handbook will serve as a guide for all school policies. Other
classroom policies will be announced in class by the course professor.