Download and what can you invest in?

Computer Systems for Finance
and Investment Management
An
course that examines
the
between
finance/investment management and
information technology.
• This is NOT a finance course.
– This is a Management course (MANGT 566)
• I am not a finance instructor.
– I am a Management instructor who teaches in the
Information Technology for Business area
• (computers and computer technology)
• I do have the expertise to show you how information
technology is used and integrated into the world of
finance and investment management
– What are some of the IT tools that you might use and how
might they be used?
– We will look at how you can integrate IT and
finance/investment management on both the professional
and personal levels
What is an investment?
• The definition from economics
– The
• In everyday language, most people think of an investment as:
– The acquisition of
• Any vehicle into which funds can be placed with the expectation
that it will generate positive income and/or preserve or increase
its value
• The rewards from investing
– Current
– Increased
What is an Investment?
(and what can you invest in?)
Specific Investment Categories
Specific Investment Categories
What is diversification?
and how might it be achieved?
Clients are coming to you wanting
investment advice (what should they
invest their money in?
• You need to have a sample of investments that you actively
track and can refer to when clients ask you for investment
advice (note: it is NOT a list of items that pays you the biggest commission).
• You have decided to track 10 items
–
–
–
–
–
–
–
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2 Bond funds
1 Lifecycle/Target Retirement fund
1 actual company stock
1 real estate fund
1 stock index fund
1 international stock fund
1 actively managed (non-index) stock fund
2 other stocks/funds that are your personal choice