Catalogue 2020 - 2021

FIN 425 Portfolio Management


3 cr.


Grade of C- or better in FIN 317

Course Description

This is a course in equity portfolio management that applies financial theory and conventionally accepted practice to the management and assessment of a diversified portfolio designed to outperform a broad-based index such as the S & P 500 index. Students perform economic, industry and company analysis to select companies to include in portfolio. The portfolio is maintained and monitored by conventional metrics including attribution analysis.



fall and spring semester