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 and financial advisory. 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 and forecasting risk and return characteristics, strategic allocation of investment assets, and investment performance analysis. Students in this class will learn to develop an investment policy, build an investment portfolio, collaborate with classmates about investment ideas, and analyze investment performance.

Past Syllabi