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Feb 05, 2025
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FIN 419 - Portfolio Management (3 units)
A comprehensive analysis of the practice of evaluating equity securities and the process of combining securities into portfolios with emphasis on management strategies of portfolio managers.
Prerequisite(s): FIN 307 ; Business major or minor.
Grading Basis: Graded
Units of Lecture: 3
Offered: Every Spring
Student Learning Outcomes
Upon completion of this course, students will be able to:
1. demonstrate understanding of the characteristics of different financial assets such as money market instruments, bonds, and stocks.
2. create an “efficient” portfolio with optimal risk-return characteristics.
3. derive the efficient frontier with no short sales allowed/with short sales allowed/with riskless lending and borrowing.
4. demonstrate understanding of the correlation structure of security returns as demonstrated by the single-index and mutil-index models.
Click here for course scheduling information. | Check course textbook information
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