FINC 4360

This course focuses on the business of investment decision making from the perspective of the portfolio manager with an emphasis on the delivery of sound investment advice and solid performance to investors. The course builds on earlier investment coursework and requires students to have taken a previous securities course. The course assesses the major components of the investment business from the client’s perspective and concentrates on the investment process, asset allocation and investment performance. In particular, the emphasis is on the job of managing a portfolio of securities within a mix of asset classes including equities, fixed income, and international alternatives. Learning tools and techniques include the use of Excel spreadsheets and the analysis of public data.