BUS 641 - Portfolio Management

Prerequisite, BUS 621. The course will focus on the application of financial theory to the issues and problems of security selection, portfolio theory and construction, financial futures, risk and return in investments, and will involve management of actual portfolios. The course will build upon the analytical skills developed in BUS 621. Students in this course oversee the student managed investment fund. The University has allocated $1 million for students to manage by investing in an equity portfolio benchmarked to the S&P 500. A major activity of this course will be to select industry weights and individual securities for the portfolio. (Offered as needed.) 3 credits