FINN 41403 — Portfolio Management I
This course applies modern investment theory to the practical management of the Rebsament Trust. Students prepare a statement of investment objectives, recommend an asset allocation strategy based on a quantitative analysis of asset class returns, and select securities using fundamental analysis. Classes are organized as management meetings and visits to investment firms are an important part of the class. Application, interview and instructor approval are required. Corequisite: FINN 30603 and ACCT 37203 . Prerequisite: Departmental consent. (Typically offered: Fall)