FI 4260 - Hedge Funds, Mutual Funds, and Trading Strategies

3 Credit Hours
Prerequisites: FI 4000.
Requirements: Must meet RCB upper-division course requirements and 45 semester hours.

Description
This is an advanced undergraduate elective course on investment funds including hedge funds, mutual funds, and exchange-traded funds (ETFs). The course will cover their organizational forms, performance, and risk-return characteristics. The course will consider many of the trading strategies employed by funds such as long-short equity, merger arbitrage, relative value arbitrage, and convertible arbitrage. Students will gain skills in designing and proposing risk-appropriate trading strategies to meet client needs. The course will also reflect ongoing developments and changes in markets, demographics, legal environment, regulations, and technology.