FIN 415 Security Analysis and Portfolio Management (3)

Security analysis and portfolio management from standpoint of the professional analyst and institutional investor. Recent advances in security valuation models, portfolio selection, and techniques for appraising portfolio performance. A-F only. Pre: 311.

This course is recommended for students who want to pursue careers in asset management or investment banking industries. This course blends portfolio theory with practical issues that one encounters during the investment process. Topics include the definition of investor objectives and constraints, identification of risk and return characteristics, strategic allocation of investment assets, management of risk and return using derivatives, and analysis of investment performance. Students in this class will learn to develop an investment policy, build an investment portfolio, collaborate with classmates about investment ideas, analyze investment performance, and then present and defend that performance to their peers. This course is important for students preparing to take the CFA? exams.