FIN 564 - Investments Analysis and Portfolio Management

FIN 561 or equivalent and graduate standing. (3)

Concepts of portfolio analysis in the general area of institutional investment management. Principles for managing financial assets such as corporate pension funds, bank-administered trust and other institutional funds, including many of the latest quantitative approaches. Students learn how to establish appropriate investment objectives, develop optimal portfolio strategies, estimate risk-return tradeoffs, and evaluate investment performance. Graded ABCDE