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– 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