Portfolio Analysis and Management

Catalog description

This course covers topics related to managing investment portfolios including developing an investment policy statement, modern portfolio management concepts, asset allocation, behavioral finance, active versus passive investment strategies, equity styles, portfolio monitoring and rebalancing, selecting securities for inclusion in investment portfolios, analyzing portfolios performance, and managing individual/family investment portfolios, managing institutional portfolios, and ethical and professional standards. Modifying portfolio risk and return attributes using options and futures will also be explored. Prerequisite: FIN 360 with a grade of C or higher and FIN 370. (Offered spring term.)