This course covers the investment environment and the general principles of investing in both individual securities and portfolios of securities, setting and implementing investment goals in light of the risk-return trade-off, and investing in an institutional setting, including roles, administrative systems and processes, goal setting, performance reviews, and risk management. Topics include: the role and scope of investments; investment markets and transactions; online investing, information, and trading; investment return and risk; modern portfolio concepts; bond investments; bond valuation and analysis; common stock investments; stock valuation and investment decisions; mutual funds; institutional asset allocation; management of the investment function in institutions; marketing investing services to businesses and other institutions; accounting for investment expenses, managing transaction expenses; institutional approaches to risk management; investment compliance, prospectuses, registration, declaration of interest rates.