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FIN 419

Portfolio Management

Catalog2026-2027
Credits3 units
LevelUpper Division
Average gradeB+
Standard

Overview

Description

A comprehensive analysis of the practice of evaluating equity securities and the process of combining securities into portfolios with emphasis on management strategies of portfolio managers.

Requirements

Prerequisites

  • Business major or minor.
FIN 307
Original catalog text

Prerequisites

FIN 307; Business major or minor.

Units

Lecture3

Catalog Details

Offering

Offered: Every Spring

Terms

spring

Restrictions

Business major or minor.

Attributes

Standard

Learning Outcomes

  • demonstrate understanding of the characteristics of different financial assets such as money market instruments, bonds, and stocks.
  • create an “efficient” portfolio with optimal risk-return characteristics.
  • derive the efficient frontier with no short sales allowed/with short sales allowed/with riskless lending and borrowing.
  • demonstrate understanding of the correlation structure of security returns as demonstrated by the single-index and mutil-index models.