UNC Kenan-Flagler Business School

Investment Management Emphasis

Investment Management Emphasis:  9 Credit Hours

(All courses in this emphasis have BUSI 408 Corporate Finance as a prerequisite – minimum grade of “C”)
The emphasis in investments is designed to prepare students for analytical and leadership positions on both the buy and sell sides of securities markets, including: security analysis and portfolio management, capital markets, sales and trading, and personal client services (private wealth management).  Historically, approximately 5-10% of undergraduate business graduates report full-time jobs involving investment management. The school has alumni in all global financial centers, most major financial corporations, many top asset management firms, as well as boutique investment firms.

Please watch this short video to learn more about the Investment Management AOE. If you would like to have even more information on this AOE, please check the In-depth video.
The following course is required:
  • BUSI 580 Investment (3.0 credits)
6.0 credits are required from any the following courses
  • BUSI 456: Independent Study in Finance (3.0 credits) (subject departmental approval)
  • BUSI 490-016&017: Quantitative Methods Investment Management (1.5 credits)*
  • BUSI 490-018&019: Portfolio Management (1.5 credits)*
  • BUSI 490-022: Behavioral Finance (1.5 credits)
  • BUSI 490-038: Inside the Capital Markets – Institutions, Players & Regulators (1.5 credits)
  • BUSI 516: Private Equity (GLOBE section) (3.0 credits)
  • BUSI 517: Private Equity & Debt Markets (1.5 credits)
  • BUSI 518: Applied Private Equity (3.0 cr.)
  • BUSI 583: Applied Investment Management (6.0 credits) (application and permission)*
  • BUSI 584: Financial Modeling (3.0 credits)
  • BUSI 588 Introduction to Derivative Securities & Risk Management (1.5 credits)
  • BUSI 589 Fixed Income (1.5 credits)
  • BUSI 594: Hedge Fund Strategies (1.5 credits) (application and permission)*
  • BUSI 595: Advanced Derivative Securities (1.5 credits) (BUSI 588 is a prerequisite)
  • BUSI 598: Alternative Investments (3.0 credits) (application and permission)*
  • BUSI 600: Risk Management (1.5 credits) (application and permission)*
  • BUSI 618: Global Financial Markets (1.5 credits)
  • BUSI 688   Applied Derivatives (1.5 cr.)
  • BUSI 692H/69H: Honors Thesis in Investments (6.0 credits) (permission required by undergraduate business program director)

*Application and permission are needed to gain access to one of the undergraduate reserved seats in an MBA course on the topic.  Students should submit a resume and cover letter to the finance area chair or designate, according to instructions posted on the undergraduate business program announcement board prior to registration for the semester these courses are offered.

For students seeking to substitute study abroad or any credit earned outside of the business school, a petition to substitute an emphasis requirement must be submitted via the online request form available on the intranet. If approved, a maximum of 1 course (or 3 credit hours) may apply to an emphasis.


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