FSM810 - Investment Strategies II

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Schools offering this subject
Last revision date Sep 30, 2019 12:06:22 AM
Last review date Dec 2, 2019 12:15:03 AM

Subject Title
Investment Strategies II

Subject Description
The study of the investment market in Canada continues in this course. Topics covered include managed products (mutual funds, segregated funds, income trusts), hedge funds, fundamental and technical market analysis, ratio analysis, taxation of investment returns, asset allocation and portfolio theory and strategy.
Prerequisite: FSM710

Credit Status
One credit

Learning Outcomes
Upon successful completion of this subject the student will be able to:

  1. Analyze fundamental macroeconomic and industry factors impacting on stock performance.
  2. Use fundamental valuation methods to price equity securities. Identify and interpret basic technical price signals.
  3. Complete in-depth analyses of corporate financial statements using ratio calculations to evaluate the company's financial position and determine investment suitability.
  4. Understand and evaluate risks impacting on individual securities and on portfolios. Calculate portfolio rates of return.
  5. Based on client investment objects and constraints, develop an appropriate asset mix and portfolio. Monitor the ongoing performance of the portfolio and adjust for changing economic and market factors and changing client requirements.
  6. Review the structure, regulation and types of mutual funds as well as the analysis and evaluation of the investment performance of mutual funds.
  7. Understand the key features of segregated funds, income trusts and other managed products. Evaluate the appropriateness of these products to a particular client portfolio.
  8. Identify the benefits and risks of hedge funds and potential hedge fund strategies for investors.
  9. Calculate income taxes owing on interest, dividends and capital gains, including sophisticated capital gains situations.
  10. Understand tax deferred vehicles - RPP, RRSP, RRIF - and develop appropriate strategies for clients.
  11. Know differences in investment products, markets, terminology and practice between the American and Canadian economies.

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Accommodation for Students with Disabilities
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