FI 828 - Sellinger Applied Portfolio Management

(3.00 cr.)

Provides students with actual portfolio management experience. Students serve as portfolio and investment managers charged with managing the Sellinger Applied Portfolio Fund in a manner consistent with the core goals and philosophy of the Loyola University Maryland Endowment. Students make use of financial data platforms, the Internet, and other sources of information to create, manage, and monitor this portfolio. Students apply the theoretical concepts and pragmatic aspects of portfolio management, including international aspects, ethics, and social responsibility. Topics include asset valuation, constrained setting asset allocation, asset selection, risk management, and performance evaluation.

Prerequisite: FI 722 .
Sessions Typically Offered: Summer
Years Typically Offered: Annually