FIN 301 - Professional Fund Management

3 Credit(s)

This course provides an in-depth analysis of the complexities and investment opportunities in mutual funds by emphasizing the uniqueness of the U.S. fund industry. Topics include the structure and working of a typical fund complex; the role of various entities such as fund management, portfolio manager, custodian in operating a fund; fees and expenses associated with investing in funds; services available to shareholders, etc. Understanding of investment theory is stressed and is tied in with application of techniques to select mutual funds based on a client’s investment objective and risk tolerance. Data and information from Bloomberg is extensively used for making mutual fund investment decisions.
Corequisite(s): FIN 303.