FIN 669 - Portfolio Management

1.5 Credit(s)

The objective of this course is to provide students with a comprehensive and practical description of portfolio management. The world of active portfolio management has been changing over the last number of years to become more quantitative in nature. The conventional wisdom had been that stock returns related only to stocks’ correlation with the total market, thus the best investment strategy was to follow the market. However, recent evidence points to other risk factors that contributes to returns and that the market rewards those who can properly identify and manage such risks. In such a situation a quantitative model of risk analysis would work more reliably than selecting individual stocks based primarily on qualitative information. The current state of computing technology permits one to put these ideas into practice. The portfolio management software, The Investment Portfolio, helps students meld theory with practice.
Prerequisite(s): BUS 655 or FP 601.