FBE 555 - Investment Analysis and Portfolio Management

Its equivalent to CFA Level 1. Teaching style is good, easy to follow. Its good for people who wants to understand more about how to create financial portfolios.

The topic/class is not easy but Professor Schmid does his best to make it easy on the students. 3 group problem sets, 3 equally weighted open book exams (with extremely similar practice exams provided). No midterm or final. Who is this class for? Only people interested in investment management. Maybe those looking to improve their own investment decisions. Final Thoughts: Overall enjoying the class, not enjoying the time (Tue 6:30-9:30 pm)

Very structured class with many useful content covering pretty much all the fundamentals of investment. If you already have some foundations in IM/AM, this class might be a bit easy for you. But for entry-level folks, it's a pretty good start point. Workload is very reasonable, exam is not tricky at all. But it's a bit quant heavy. If you hate math, it's might not be a good choice for you.

Covers some CFA I & II comments. Might be useful if you intends to go into investment management / equity research. Class is very technical.

Easily the hardest course in Marshall. Very quant heavy. If you're a "poet", stay away lol

This course is foundational in investment and portfolio management and has a broad coverage. It's theoretical but needed for everyone in the investment management field. A bit tough on a quantitative side but if you follow the course lecture and do practice problems, the exam is not very similar to it. Not a lot of workload in assignment but need time to understand the content Who is this class for? Everyone who wants to know the rationale behind investment tools Final Thoughts: This course is foundational in investment and portfolio management and has a broad coverage. It's theoretical but needed for everyone in the investment management field. A bit tough on a quantitative side but if you follow the course lecture and do practice problems, the exam is not very similar to it. Not a lot of workload in assignment but need time to understand the content

The class is extremely theoretical and does not dive into practical considerations until very late in the course. The professor has a canned set of slides that we simply work through, and the tests are simply pulling content from slides without testing the material itself at all. Overall would not recommend this class.

Light but challenging hw (2 assignments), 1 mideterm, 1 final. Gives formula sheet for most formulas. Some overlap with corporate finance & valuation esp in the first part of the semester. Professor is straightforward and lectures every class (can get a bit dull at time). No cases to read.

"You will learn basic portfolio theories and the class is not challenging compared to the title. Do not expect real-market portfolio management lecture. Jones is very accessible and generous for grading. "

Professor Solomon was dealt a weak hand. The content of his course is quite dry - portfolio management is not the most sexy of the business school subjects of study - and it's taught on a Monday over the course of three hours. Given those obstacles, his class is about as good as it can get. There are two things to note: this class is in the Engineering building so you can view the lectures online, either web or via recording; half of the class is Masters of Financial Engineering students who pull the class average much higher than MBA students.

This class is about average, except for it being the 6:30-9:30 block which kills. It should not be taught in such a chunk and I get so bored. About half of the students leave at the break :( The professor is interesting, but not 3 hours interesting. And the content is very heavy for 3 hour, evening class. Not a lot of assignments and most of the grade is on the midterm/final. Zero participation needed, I don't think he even knows anyone's name.

This was a three hour once a week class. The professor lectured for all three hours of class time and it was very difficult to sit through. The lectures are broadcast live via the web, so there was no point to go to class except to take exams.

If you're interested in investment strategy, take this class. The professor is very quantitative based and really knows the subject well. Even though it's managing your own portfolio, it's very helpful.

Took this course to better understand some of the theories and tools investment management firms utilize when decided what investments to make. Interested info, but not useful if you are not going in to finance.

Professor Harris is a former Securities and Exchange Commission (SEC) Economist. His course is valuable if you plan a career in finance, high frequency trading, or working at the SEC as a financial regulator. For most other careers, his course is probably not worth your time. It is essentially a class on micro trading strategies that are not relevant to most of us.