FI 4210 - Portfolio Management Practicum

1 to 3 Credit Hours

Prerequisites: FI 4000.
Corequisites: None.
Pre/Corequisites: None.
Requirements: Registration is subject to instructor approval.

Description
Students meet weekly to manage an all equity security portfolio. Financial decision making is emphasized through use of quantitative and relative valuation models. Topics include sources of investment information, financial statement analysis, determination of cash flows, equity valuation, technical analysis, behavioral finance, investment policy statement, sector allocation, risk, and performance attribution. Effective presentation and persuasion skills emphasized. First semester Bloomberg certification is part of evaluation criteria. Second semester Series 65 and CFA Ethics Self-Test are part of evaluation criteria. This course may include a Signature Experience component. Students are expected to repeat this course for a total of 3 hours credit.