MBA 608-Investment and Portfolio Management (3 Crs.)


This course blends portfolio theory with the type of practical issues that one will come across in a career as a professional investment manager. Topics include identifying investor objectives and constraints, recognizing risk and return characteristics of investment vehicles, developing strategic asset allocations among equity, fixed-income and risk-free assets, utilizing derivative securities to manage portfolio risk and, if possible, enhance portfolio returns, and evaluating portfolio and manager performance relative to investment objectives and appropriate benchmarks. Investment tools, such as economic indicators and regression analysis will be introduced in labs. Additionally, students will have a unique opportunity to apply theories in a real-time, competitive simulation to learn equity trading and portfolio management techniques through a major class project.