Investment Management

Investment management is a complex and challenging discipline to master, even for experienced financial professionals. This concentration is tailored to provide students with the strategic, technical and analytical skills they need to transition into investment management from another profession or improve their opportunities for advancement.

A Comprehensive Curriculum

As any financial professional knows, markets are nothing if not volatile. Investment managers are tasked with not only anticipating changes in the global economy that could adversely affect their clients’ portfolios, but also knowing how to identify and adapt to these changes quickly. With this in mind, the Investment Management concentration places significant emphasis on empirical analysis and theoretical evidence.

During the course of the program, students will learn more about the risks and potential rewards of various investment strategies, as well as the strengths and weaknesses of different types of financial securities. Students delve into a wide range of topics, including security analysis and portfolio management, capital markets, sales and trading, and private wealth management.

Investment Management students graduate with the technical and analytical skills necessary to make good investment decisions and a greater understanding of the paradigms associated with financial securities in today’s markets.

Suggested Electives

MBA@UNC enables professionals to tailor their educational experience by selecting any combination of available elective courses. Recommended elective courses for the Investment Management concentration are:

Derivatives | 2 credit hours

The course provides an introduction to the primary instruments of the derivative securities market. Emphasis will be placed on real-world applications of theoretical (or conceptual) material discussed in class. After developing the ideas of static and dynamic arbitrage, the course applies the basic concepts to different business settings. The course is particularly important for anyone going into finance, but stress will be given to topics that are of relevance for general managers.

 

Corporate Finance | 4 credit hours

Corporate Finance is an advanced course in corporate finance theory and policy. The aim of the course is to rigorously analyze the major issues affecting the financial policy of a modern corporation, such as the choice of its capital structure, dividend policy, share issuance and repurchase and corporate governance system. We will critically discuss costs and benefits of the strategies available to a firm’s top management to address these issues effectively.

 

Financial Statement Analysis | 4 credit hours

Financial Statement Analysis is an applied perspective on analyzing financial statements. There are three main skills students will learn upon completion of this course: earnings management, profitability analysis and statement analysis. The course is designed to be particularly useful for finance-oriented students looking at consulting, corporate finance, entrepreneurship, general management, and investment and marketing careers.

 

Information for Decision Making, Incentives & Strategy | 4 credit hours

This course provides information for decision making, product-costing, and planning-control-evaluation activities. The course takes the perspective of both the user and the preparer of accounting information. The emphasis is on the fundamental concepts and the strategic importance of accounting data to managerial activity with special consideration given to the underlying accounting procedures and the underlying accounting processes.

 

Taxes and Business Strategy | 4 credit hours

This course will give student a fundamental understanding of tax planning over the life cycle of a firm: starting with deciding which organizational form to use, forming a company and raising capital, operating a company, compensating employees, making distributions to owners, engaging in mergers and acquisitions, expanding across states and countries, and finally liquidating a company or bequeathing it to one’s heirs. We will make extensive use of real transactions to illustrate the impact of tax planning on earnings and cash flow.

 

Mergers & Acquisitions | 4 credit hours

Mergers, acquisitions and other types of restructurings have a dramatic impact on most corporations. Managers will -- either directly or indirectly -- face the challenges brought on by these changes in corporate structure. This course overviews the strategic, financial and organizational aspects of merger-related challenges, while providing depth in the area of valuation. The readings, cases, projects and lectures will integrate theory and practice from your finance, strategy, accounting, economics, statistics, and management courses.

 
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