FI 723 - Portfolio Management

(3.00 cr.)

Prerequisite: FI 722 . Focuses on modern portfolio theory and how it applies to the pragmatic world by managing a portfolio under live market conditions. Students use the Internet and financial data platforms to access investment information. Students learn the theoretical concepts and pragmatic aspects of portfolio management, including international aspects, ethics, and social responsibility. Topics include portfolio construction, analysis, and evaluation; capital market theory; arbitrage pricing theory; security valuation; market efficiency; derivatives; valuation and strategy; international investing; and other investment alternatives such as real estate and collectibles. Closed to students who have taken FI828 and FI829.