FIN 439 - Security Analysis and Portfolio Management

Presents the basic theories and practical approaches for managing a portfolio of financial assets within the risk-return framework. Perspectives and strategies associated with portfolio management and security analysis are studied. Topics discussed include: risk-return trade-off; asset selection and allocation; portfolio optimization; asset pricing models; market efficiency and investing strategies; analysis and evaluation of asset management and new developments in professional asset management. Students aspiring for a professional asset management career or planning to take the CFA test will find this course particularly useful.

Prerequisite(s): FIN 341.

3 credit(s).

Last Term Offered: Fall 2020