Portfolio Management
Topics include a critical appraisal of the efficient market hypothesis, asset allocation using the Markowitz mean-variance framework, fundamental and technical analysis, and mutual fund performance evaluation.
Prerequisites: Junior standing; Minimum grade of "C-" in FINC 335.
Outcomes: Students will understand how stocks and other assets are selected; how economic and company information is monitored and used to adjust portfolio holdings; and how portfolios can be optimized to achieve targeted risk/return characteristics.
Prerequisites: Junior standing; Minimum grade of "C-" in FINC 335.
Outcomes: Students will understand how stocks and other assets are selected; how economic and company information is monitored and used to adjust portfolio holdings; and how portfolios can be optimized to achieve targeted risk/return characteristics.