Investment Portfolio Analysis

Catalog description

This course will prepare students to analyze asset allocation strategies to create a tax-efficient, diversified investment portfolio that meets the goals, risk preferences, and time horizon of an individual or an organization. Methods to assess investment needs, analyze markets, create an investment strategy, and measure investment performance will be explored. Students will also learn to communicate specifics about an investment portfolio and its performance in a manner that educates others, while building trust and supporting decision-making.