Form NC:

New Course Proposal





Form NC #:





I. Give complete UMM catalog entry (see instructions).

Mgmt 4101s. Investment and Portfolio Analysis (SS; 4 cr.; QP-1211,1212,3200; SP-2101,2102,3101)

Economic and investment environment as it relates to security investment decisions. Subjects include analysis of stocks, bonds, real assets, and derivative securities as well as portfolio theory and efficient market theory.

II. Rationale (see instructions):

This combines the current 2 credit courses Mgmt 3112 and Mgmt 3121 into one course as was done under the quarter system. Due to an increased emphasis on portfolio theory, Mgmt 3101 is now required which justifies moving this course into the 4000 numbering.

III. Other Course Information

First semester to be offered:

Spring 2002

Principal Faculty Sponsor(s):

Joe Timmerman

Is course repeatable? (if yes, give max cr)


To what quarter course(s) does this correspond?


Course Type (choose one from instruction sheet):


Course requires:(check all that apply):


Laboratory sections


Recitation/discussion sections

IV. Assessment Information

Please state clearly and briefly the GOALS of this course.

To provide students with an understanding of the goals, tools, and theories related to financial investing.

How will you ASSESS the success of this course in achieving the GOALS described above?

Students will be required to write a paper examining particular corporation from an investor’s perspective. This paper requires a detailed study of several different investment information sources. Students will be required to write an analysis of an investment topic of their choice with references to come from both the popular business press as well as academic journals. Students must pass mid term and final exams consisting of both multiple choice and essay questions drawn from lectures and readings.

V. GER Exception Request

If no GER category is being designated for this course, give rationale for exception:


VI. Honors Rationale

If an Honors course, please outline how your proposed course will fit the Honors Program guidelines.


Regular Approval Process:

For long-term approval, curricular change forms must go through the following regular approval process (put check in box and date when approved):



Step #




Discipline approves (sends hard copy and electronic copy of proposal to #2)




Division approves (Division Chair sends proposal to #3)




Curriculum Committee approves (sends proposal to #4)




Campus Assembly approves. (New courses become effective immediately following Campus Assembly approval.)