FNCE 4492 Student Investment Fund: Portfolio Management

4 semester hours

This course is Part II of the Student Investment Fund (SIF) Program. In this one-year three-course program, the students gain hands-on experience in managing the Student Investment Fund by learning the theory and practice of securities investment and portfolio management within an academic context, enhanced by the frequent interaction with individuals and institutions engaged in the money management industry. While the students continue to apply what they have learned in Part I of the program to stock analysis and investment, the main focus of this part of the program is the application of portfolio theory to portfolio formation and performance measurement. The course culminates with the production and presentation of the SIF Annual Report at the end of the semester. Additionally, the students will also learn investment topics that are not covered in Part I, including analysis and management of bonds and an overview of derivative securities.

Prerequisite: FNCE 4491 .