FIN 613 PORTFOLIO ANALYSIS AND ANALYTICAL CASE STUDIES

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

Prerequisite

FIN 611

Distribution

FINANCE