Student Managed Portfolio (Beginning).

Catalog description

Application of portfolio management theories through the active participation in an asset management team assigned the responsibility of attaining a reasonable rate of return commensurate with acceptable risk levels. Investment decisions are further guided by the investment policy guidelines of the U.S. Conference of Catholic Bishops. The U.S. Catholic bishops have highlighted seven key themes that embody Catholic social thought and social teaching. Stewardship of investment resources is covered by objectives that are framed by these themes. Prerequisites: FN 3320 , FN 4320 ( FN 4320 must be completed with a B- or better) or Permission of the instructor. (Fall, Spring).