About the Course
Students will learn the theory and real-world skills necessary to design, execute, and evaluate investment proposals that meet financial objectives. Beginning with an overview of global financial markets and instruments that characterize the investment opportunities available for today’s investors. Students will then learn how to construct optimal portfolios that manage risk effectively. Students will learn the best practices in portfolio management and performance evaluation as well as current investment strategies. By the end, they will have mastered the analytical tools, quantitative skills, and practical knowledge necessary for long-term investment management success.
Learner Outcomes
Upon successful completion of this course, students will be able to:
Know the basic definitions, concepts, and facts about financial markets
Understand diversification and hedging and be able to apply these concepts in practice
Gain trading experience in different asset classes (equity, fixed-income, & ETF’s) in a simulated but realistic environment
Prerequisites
ECON X499.1 and ECON X499.2 with a grade C or better.
Your Instructor
Susan Grover