FIN 463 - Advanced Investment Analysis

(3)

A study of portfolio management, with an emphasis on customizing asset allocation strategies and tactics for individual and institutional investors. Modern Portfolio Theory is introduced and applied. Topics include bond management strategies, portfolio performance evaluation, international diversification, and the assessment of alternative investments. Team project involving the development of an investment plan and the management of an associated investment portfolio is required. Prerequisite(s): FIN 462 or approval of instructor.