Fall 2024 - BUS 318 D100
Management of Equity and Fixed Income Investments (3)
Class Number: 3557
Delivery Method: In Person
Overview
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Course Times + Location:
Sep 4 – Dec 3, 2024: Thu, 2:30–5:20 p.m.
Location: TBA
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Instructor:
Frederick Willeboordse
1 778 782-6518
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Prerequisites:
BUS 312 with a minimum grade of C-, 45 units, and permission of the instructor. This course is only open to students selected for the BEAM program.
Description
CALENDAR DESCRIPTION:
The selection and management of stocks and bonds within a portfolio. Using practices consistent with those of institutional investors, students will research possible investments and make decisions about investing such that benchmarks are met or exceeded. Emphasis will be placed on ethics, investment policy and socially responsible investing. Students who have taken BUS 395 when the subject of the course was Asset Management may not take this course for further credit. This course does not count towards the Finance Concentration.
Materials
REQUIRED READING NOTES:
Your personalized Course Material list, including digital and physical textbooks, are available through the SFU Bookstore website by simply entering your Computing ID at: shop.sfu.ca/course-materials/my-personalized-course-materials.
Registrar Notes:
ACADEMIC INTEGRITY: YOUR WORK, YOUR SUCCESS
SFU’s Academic Integrity website http://www.sfu.ca/students/academicintegrity.html is filled with information on what is meant by academic dishonesty, where you can find resources to help with your studies and the consequences of cheating. Check out the site for more information and videos that help explain the issues in plain English.
Each student is responsible for his or her conduct as it affects the university community. Academic dishonesty, in whatever form, is ultimately destructive of the values of the university. Furthermore, it is unfair and discouraging to the majority of students who pursue their studies honestly. Scholarly integrity is required of all members of the university. http://www.sfu.ca/policies/gazette/student/s10-01.html
RELIGIOUS ACCOMMODATION
Students with a faith background who may need accommodations during the term are encouraged to assess their needs as soon as possible and review the Multifaith religious accommodations website. The page outlines ways they begin working toward an accommodation and ensure solutions can be reached in a timely fashion.