COURSE SYLLABUS BUS 352-01
Investment Management
SEMESTER:
Fall 2021
MEETING TIMES: T/Th 3:10 PM – 4:25 PM. No classes 9/7, 9/16, 11/25
LAST CLASS:
12/9
CLASSROOM:
Online-Synchronous
PROFESSOR:
Georges Courtadon
Office hours: T & Th 1:00pm to 2:00pm, and by appointment.
Email: georges.courtadon@qc.cuny.edu
COURSE PREREQUISITE
BUS 350.
COURSE OVERVIEW
This course examines portfolio investment and management. Topics include: description of the
investment environment, definition and measurement of risk, market efficiency, mechanics and
philosophies on how to create and manage of a portfolio including stocks, fixed income securities and
derivative securities.
REQUIRED
1. Textbook: Smart, and Zutter (2020), Fundamentals of Investing, Pearson, 14th edition.[SZ].
The online version of the book as well access to the homework and quizzes can be purchased
directly from Pearson or the appropriate code to access the Pearson web site can be purchased
from the bookstore.
2. Homework assignments and quizzes are on http:// pearsonmylabandmastering.com, See the
attached instructions on page 4 to access the site. The pearsonmylabandmastering system
will automatically grade your homework, quizzes, and answer keys will be given. You must
submit your own work online. Quizzes and homework should be done individually and
within the prescribed time limit for quizzes. There will be ten homework assignments and ten
quizzes.
3. You will need a financial calculator. A knowledge of excel finance functions will be useful.
4. Midterm and final examinations will be on the Pearson site.
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EXAMS AND GRADING POLICY
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The use of email and other communication devices is strictly prohibited during exams except
to communicate with the instructor.
Only Blackboard or Pearsonmylabandmastering should be used as a communication device
during exams.
Assignments and exams should be done individually. Group work on assignments and exams
is strictly prohibited.
The weights for the final course grade are as follows:
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
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Homework on Pearsonmylabandmastering
Quizzes on Pearsonmylabandmastering
Midterm Exam on Pearsonmylabandmastering or on Blackboard
Final Exam on Pearsonmylabandmastering or on Blackboard
25%
25%
25%
25%
GENERAL POLICIES
A) Academic Dishonesty
Students are expected to respect the CUNY policy on academic integrity as described in
http://www.qc.cuny.edu/StudentLife/services/studev/Documents/AcademicIntegrityViolation
Policy.pdf. In fairness to students who put in an honest effort, cheaters will be harshly
treated. Any evidence of cheating will result in a score of zero (0) on that exam. Cheating
includes but is not limited to copying off another person's exam, allowing someone to copy
off of your exam, and having someone take an exam for you. Incidences of cheating will be
reported to Student Affairs, which may administer additional punishment.
B) ADA
Students with disabilities needing academic accommodation should: (1) register with and
provide documentation to the Special Services Office, Frese 111; (2) bring a letter indicating
the need for accommodation and what type. This should be done during the first two weeks of
class. For more information about services available to Queens students contact: Dr. Mirian
Detres‐Hickey, Special Services Office; 111 Frese Hall; 718‐997‐5870. E‐mail address:
QC_SPSV@qc.cuny.edu.
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APPROXIMATE COURSE OUTLINE
Date
Reading
Topic
Preparing to Invest
Return and Risk
Modern Portfolio Concepts
Investing in Common Stocks
Market Efficiency
Hw&Quiz
Post Date
8/26
9/2
9/15
9/30
10/5
Hw&Quiz
Due Date
9/15
9/23
10/5
10/15
10/26
8/26, 8/31
9/2, 9/9, 9/14
9/21, 9/23, 9/28
9/30, 10/5, 10/7
10/12,10/14,10/19
10/21
10/26, 10/28, 11/2
11/4, 11/9
11/11, 11/16, 11/18
11/23, 11/30, 12/2
12/7, 12/9
TBD
SZ, Chapters 1,2,3
SZ, Chapter 4
SZ, Chapter 5
SZ, Chapters 6,7,8
SZ, Chapter 9
Midterm
SZ, Chapters 10,11
SZ, Chapter 12
SZ, Chapter 13
SZ, Chapter 14
SZ, Chapter 15
Final Exam
Investing in Fixed Income
Mutual Funds & ETFs
Managing Your Portfolio
Using Options
Using Futures
10/26
11/4
11/11
11/11
11/11
12/15
12/15
12/15
12/15
12/15
It is also recommended that you use the free subscriptions to the Wall Street Journal and the New
York Times (financial section). Go to: https://guides.cuny.edu/libraries/newspapers
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