BUSI 3502: Investments (Solutions) - Carleton University

This course, BUSI 3502: Investments - provides an in-depth exploration of investment analysis, focusing on the methods used to evaluate and trade financial securities across various markets. Students will study the valuation of stocks, bonds, and fixed-income instruments, alongside derivatives such as options, futures, and convertibles. The course also covers commodities, market mechanics, trading strategies, and the regulatory frameworks governing financial markets. Main topics to be covered include the structure and operation of money and capital markets, risk measurement, portfolio management, and strategies for hedging and insurance. Additionally, students will examine key theories such as the Capital Asset Pricing Model (CAPM), Arbitrage Pricing Theory (APT), and concepts from behavioural finance.

Upon completing the course, you will acquire the tools needed to succeed as investors, portfolio managers, or financial analysts. You will develop a solid understanding of how securities are traded, valued, and allocated across diverse instruments, enabling them to make sound financial decisions. The course also emphasizes efficient portfolio construction, risk-return trade-offs, and asset management techniques, combining theory with practical application. You will engage with key market trends and emerging developments, gaining insights into both traditional and evolving financial practices.

Prerequisites include BUSI 2501 or BUSI 2505 (C+ or higher), STAT 2601 or STAT 2606, ECON 1001, ECON 1002 (C- or higher), and MATH 1009 (C- or higher).