TRST 443 - Investments and Portfolio Management

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A study of the creation and management of investment portfolios. The course will study portfolio valuation and measurement concepts, asset allocation and diversification, and investment strategies in tax-advantaged accounts. The course will also examine such investment strategies in tax-advantaged accounts. The course will also examine such investments theories as the efficient market theory, the capital asset pricing model, and modern portfolio theory. The course will be highly practice oriented. The course will be designed for implementation of strategies within a financial institution, consistent with such institution’s policies and procedures. Prerequisite(s): TRST 439