FIN 04438Portfolio Management

Catalog

This course is an advanced and elective course for finance majors and recommended for students who want to pursue careers in financial planning, asset management or the investment banking industry. The course combines theory of portfolio management with the practical process and issues encountered when managing money in the real world. Topics include formulating investment policy, recognizing risk and return characteristics of investment vehicles, developing asset allocation and security selection strategies using top down fundamental analysis, and evaluating portfolio and manager performance relative to investment objectives and appropriate benchmarks. Investment tools, such as economic indicators, statistical analysis, and ratio comparison will be introduced in computer labs.