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Contents
Welcome to Walsh
Academic Calendar & Important Dates
General Information
Walsh Degree Programs
Academic Policies and Requirements
Undergraduate Degree Programs
Applied Management, Bachelor of Science (BSAM)*
Information Technology, Bachelor of Science (BSIT)
Graduate Degree Programs
Dual Degree Programs
Graduate Certificates
Doctoral Degree Program
Courses
ACC - Accounting
BL - Business Law
COM - Communications
ECN - Economics
ENG - English
FIN - Finance
300
400
500
600
FIN 610
FIN 611
FIN 612
FIN 613
FIN 614
FIN 620
FIN 621
FIN 622
FIN 623
FIN 624
FIN 625
FIN 630
FIN 631
FIN 632
FIN 633
FIN 670
FIN 689
FIN 690
FIN 691
FIN 692
FIN 699
IDS - Interdisciplinary
IT - Information Technology
MGT - Management
MKT - Marketing
MTH - Math
QM - Quantitative Methods
TAX - Taxation
Walsh Leadership
Walsh Faculty
Walsh Board of Trustees
Walsh History
Notice of Nondiscrimination
Catalog Links
Catalog Home
Site Map
All Catalogs
FIN 613
PORT ANLYS & ANALYT CASE STUD
This course is designed as a comprehensive study of investment analysis and portfolio management. The course focuses on basic theories of managing a portfolio of financial assets within the risk-return framework and emphasizes portfolio management as a dynamic process in which the concepts from security analysis are factored into the dynamics of strategic and tactical investment decision-making criteria. The course explores the formulation of appropriate investment portfolio objectives for various institutional investors (i.e., retirement funds, mutual funds, endowments, insurance companies, etc.) and evaluates the allocation investment funds to major asset classes-including bonds, equities, and alternative investment instruments to create efficient portfolios. In addition, portfolio optimization, risk management, asset selection and allocation, investment management, performance measurement, monitoring, and rebalancing a portfolio will be discussed and analyzed. Students will also pa
Credits
3
Prerequisite
FIN 611
Distribution
FINANCE