Investment Strategies introduces students to how investment theories are utilized in Portfolio Management. The course aims to expose students to the trade-offs and factors/considerations used in investment decision-making. Students will learn different investment strategies and understand their effectiveness under various market conditions. We will examine the process and procedure for constructing a portfolio for investors with various objectives. Topics cover Investment idea Generation, Portfolio Construction, Arbitrage, Relative Value strategies such as merger arbitrage, the commoditization of Asset Management, and the market for information.
Sections offered by academic year and season, with estimated offering chances for future years above the divider
Year
Fall
Spring
Summer
Intersession
2030
20%2030 Fall: 20% chance, medium confidence. Offered in 4 of 9 fall terms since 2018. Department course count falling about 2% per year.
25%2030 Spring: 25% chance, medium confidence. Offered in 4 of 9 spring terms since 2018. Department course count falling about 5% per year.
7%2030 Summer: 7% chance, medium confidence. Offered in 0 of 9 summer terms since 2018.
8%2030 Intersession: 8% chance, medium confidence. Offered in 0 of 6 intersession terms since 2020.
2029
20%2029 Fall: 20% chance, medium confidence. Offered in 5 of 10 fall terms since 2017. Department faculty is about 20% below its recent average.
27%2029 Spring: 27% chance, medium confidence. Offered in 4 of 10 spring terms since 2017. Department course count falling about 3% per year.
6%2029 Summer: 6% chance, medium confidence. Offered in 0 of 10 summer terms since 2017.
7%2029 Intersession: 7% chance, medium confidence. Offered in 0 of 7 intersession terms since 2017.
2028
23%2028 Fall: 23% chance, medium confidence. Offered in 6 of 11 fall terms since 2016. Department faculty is about 22% below its recent average.
35%2028 Spring: 35% chance, medium confidence. Offered in 5 of 11 spring terms since 2016.
5%2028 Summer: 5% chance, medium confidence. Offered in 0 of 11 summer terms since 2016.
7%2028 Intersession: 7% chance, medium confidence. Offered in 0 of 7 intersession terms since 2017.
2027
23%2027 Fall: 23% chance, medium confidence. Offered in 6 of 12 fall terms since 2015. Department faculty is about 21% below its recent average.
43%2027 Spring: 43% chance, medium confidence. Offered in 6 of 12 spring terms since 2015. Department course count rising about 4% per year.
5%2027 Summer: 5% chance, high confidence. Offered in 0 of 12 summer terms since 2015.
6%2027 Intersession: 6% chance, medium confidence. Offered in 0 of 7 intersession terms since 2017.
2024
Not offered
11 section
Not offered
Not offered
2023
Not offered
11 section
Not offered
Not offered
2022
11 section
11 section
Not offered
Not offered
2021
11 section
11 section
Not offered
Not offered
2020
44 sections
Not offered
Not offered
Not offered
2019
Not offered
Not offered
Not offered
n/aNo data for this term
2018
11 section
Not offered
Not offered
n/aNo data for this term
2017
22 sections
Not offered
Not offered
Not offered
2016
22 sections
11 section
Not offered
n/aNo data for this term
2015
Not offered
11 section
Not offered
n/aNo data for this term
2014
11 section
22 sections
Not offered
n/aNo data for this term
ForecastUnder 15%15–39%40–69%70–89%90%+Not enough history
Fall Spring Summer Intersession Darker means more sectionsNot offeredNo data for term
Future estimates combine recent offering frequency with detected multi-year cycles. Hover a
cell for confidence and evidence; low-confidence estimates are marked with ~.
Meeting times
Most recent first
Mon, Wed, 9:00 AM–10:15 AMJC1012020
Tue, 1:00 PM–4:00 PMJC1182012-2200519991995-1
Wed, 8:50 AM–11:50 AMJC2152012-1
Thu, 1:00 PM–4:00 PMCarlson Hall CH1282011-32010-22009-32006
Wed, 6:00 PM–9:00 PMCarlson Hall CH1202011-12010-42009-12006
Thu, 9:00 AM–12:00 PMCarlson Hall CH2312011-42010-3
Wed, 1:00 PM–4:00 PMCarlson Hall CH2312011-2
Wed, 9:00 AM–12:00 PMCarlson Hall CH2312010-12009-21998