Portfolio Management

Catalog description

This course focuses on financial institutions and markets in the context of portfolio construction, management, performance evaluation and performance presentations standards. Specific topics include: the efficient market hypothesis, market inefficiencies and selection criteria, fundamental versus technical analysis, portfolio diversification methods, asset pricing models, portfolio construction and asset allocations, hedging and risk management including the role of derivative securities, performance presentation standards, performance evaluation and attribution. Additionally, the course introduces the application of artificial intelligence (AI) in portfolio management, focusing on how AI can enhance the creation of portfolio policy statements, asset allocation, and security selection to meet investment objectives. Prerequisite Course(s): Prerequisites: FINC 601 or FINC 610 and FINC 620