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: