Applied Investment Management

Catalog description

Applied Investment Management provides students with a practical, hands-on education, and an opportunity to manage a live portfolio. The course emphasizes the valuation principles and modern portfolio theory learned in prior classes. This course is taught using a combination of lectures, videos, case studies, readings, and research reports. It is taught over 16 weeks, meeting on a bi-weekly basis, to provide students with the opportunity to analyze the market over a longer period of time. During the course, students work on teams to construct a portfolio through the selection and allocation of equities, write an analyst report, and make a presentation. Short-term trading is not emphasized during the semester.