FIN 640 Investment Portfolio Management

Encompasses portfolio management at both introductory and intermediate levels. Topic areas include: quantitative analysis, the portfolio management process and investor policy statements, portfolio construction and types of securities, portfolio performance measures and the option strategies for equity portfolios. The course also includes detailed analysis of fixed income securities, macroeconomics, industries and individual firms. Includes curriculum from the CFA® program.

Credits

4

Prerequisite

ACC 500, ECO 500, FIN 500, and QMB 500.

Offered

fall and spring semesters