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Sep 27, 2024
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FIN 480 - Portfolio Analysis and Management Description: Introduces portfolio theory and portfolio management practices. Topics include modern portfolio theory, asset allocation, efficient diversification, risk management, mean-variance analysis and optimization, and portfolio performance measurement.
Prerequisites: Prerequisite: FIN 475 with C or higher.
Credits: (5)
Learner Outcomes: Upon successful completion of this course, the student will be able to:
- Outline portfolio management processes and practices
- Compare alternative approaches to modern portfolio theory
- Select various financial instruments to include in a model investment portfolio.
- Evaluate the performance of investments included in a model portfolio.
- Model and solve asset allocation and portfolio optimizations problems using Excel.
Learner Outcomes Approval Date: 5/11/22
Anticipated Course Offering Terms and Locations:
Add to Portfolio (opens a new window)
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