FIN406 Portfolio Management

[3–0, 3 cr.]

This course will focus on the application of financial theory in portfolio management. The course objective is to acquaint students with the major groups of investors and their investment objectives and constraints, and to master practical skills in investment management to justify major investment portfolio management strategies for equity and fixed-income instruments. Topics covered will include investment policy statement, behavioral finance, managing bond portfolios, portfolio performance evaluation, globalization and international investing, mutual funds and hedge funds. The course will build upon the analytical skills developed in the Investment Analysis course.

Prerequisite: FIN405 Investment Analysis or FIN411 Security Analysis & Portfolio Management