FIN 377.1  -  Portfolio Analysis and Management


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. 

A prerequisite for this course is the successful completion of FIN 367.


For more information about this class, you can download a copy of the course syllabus (MS Word Version or PDF Version).


Students currently registered for FIN 377.1 can obtain course handouts and other files by entering the Restricted Pages, for which a password is required.


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