[ ARCHIVED CATALOG ] 2022-2023 Undergraduate Academic Catalog 
    
    Oct 18, 2024  
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[ ARCHIVED CATALOG ] 2022-2023 Undergraduate Academic Catalog [ARCHIVED CATALOG]

FIN 410 - Investment and Portfolio Management

3 credits
Prerequisite(s): FIN 325  
Successful portfolio management requires the development of a broad array of quantitative and qualitative skills, involving an analysis of both the investment instruments available in the capital markets and the objectives and constraints of the intended investor.  The purpose of this course is to acquaint the student with conventional and state-of-the-art tools currently employed in the asset management industry.  Through a series of lectures, projects, and case analyses we will examine the process of creating, maintaining, and evaluating the performance of profitable investment portfolios.  This course, which will follow the general approach used in the Chartered Financial Analyst (CFA) candidate training program, is appropriate for anyone contemplating a career as an investment professional, portfolio manager, or security analyst.


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