Applied Portfolio Management

Catalog description

The objective of this course is to provide students with hands-on experience in evaluating common stocks as investments and in the fiduciary management of investment assets. Students will manage an allocation from SLU’s endowment funds. Students will be responsible for recommending a portfolio of common stocks, sales of existing portfolio assets and recommending replacement assets. While the performance of the portfolio will be a primary focus of the course, and will be reviewed on an ongoing basis, it is not presumed that the students will be able to beat the market on a consistent basis. Rather, the goal will be to deliver high quality practical education in an area of considerable interest to students and employers alike. In addition, the course will cover advanced topics in investments beyond those offered in FIN 3630 . Admitted by application only.