SIM 221: Investment Trading Fundamentals

Learning Outcomes

Upon completion of this course, the student should be able to:

1. explain the range and nature of financial statements of a company;
2. state techniques of obtaining information regarding a company’s performance;
3. demonstrate the use of such information in building trading strategies;
4. practice the various transactions techniques that take place in the stock market and the strategies used in managing them; and
5. exhibit skills required to develop efficient algorithm to execute various trading strategies.

Course Contents

Introduction to financial statements and various common investment reports of firms. Techniques of obtaining information regarding a company’s performance and how to use the information to build trading strategies. Asset pricing theories for calculating the expected returns of a stock or a portfolio. Asset markets. Types of players in the market. Different types of orders and the efficient ways to execute them. Trading costs and ways of minimizing them. The concept of liquidity. etc.