Fin 397.2 - Portfolio Management and Security Analysis
Successful security
analysis and portfolio management requires the development of a broad array of
quantitative and qualitative skills, involving an analysis of both the
investment instruments available in the capital market and the objectives and
constraints of the ultimate investor.
The purpose of this course is to acquaint the student with conventional
and state-of-the-art tools currently employed in the asset management
industry. Through a series of lectures,
projects, and case analyses we will examine the process of creating,
maintaining, and evaluating profitable investment portfolios. This course, which will follow the general
approach used in the Chartered Financial Analyst (CFA) candidate training program,
is appropriate for anyone contemplating a career as an investment professional,
portfolio manager, or security analyst.
A prerequisite for
this course is the successful completion of FIN 397.1.
For more information about this class, you can download a copy of the course syllabus (MS Word Version or PDF Version).
Students currently registered for FIN 397.2 can obtain course handouts and other files by entering the Restricted Pages, for which a password is required.