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AFF 711

Advanced Portfolio Management

Portfolio management requires an integration of skills in financial statement analysis, economic analysis, quantitative analysis, taxation and the valuation of equity and fixed income securities. Topics include the interrelation of economic and market conditions, security valuation techniques, the specific requirements of individual and institutional investors, development of suitable investment policies, construction of multi-asset portfolios that meet the investors' requirements and circumstances, implementation of the plan, monitoring the profile, responding to change, and the measurement and evaluation of performance.

Weekly Contact: Lecture:3 hrs.
GPA Weight: 1.00
Course Count: 1.00
Billing Units: 1

Prerequisites

AFF 501

Antirequisites

FIN 711

Co-Requisites

None

Custom Requisites

None

Mentioned in the Following Calendar Pages

*List may not include courses that are on a common table shared between programs.

Finance