PORTFOLIO MANAGEMENT (4 SCU)

Learning Outcomes:

Develop and demonstrate ability to construct and evaluate a portfolio from internationally traded assets under changing market conditions; Demonstrate critical thinking, analytical and problem solving skills in the context of portfolio construction and management; Display an understanding of taxation, legal, regulatory and ethical issues relevant to fund management; Measure and manage risk exposure of a portfolio; Evaluate the portfolio performance; Critically examine both the active and the passive strategy of portfolio management.

Topics:

Portfolio objective and investment policy; Portfolio construction: securities selection and screening; International investment and diversification; Active versus passive portfolio management; Portfolio #evaluation; Measurement and management of portfolio risk; Mutual fund and hedge fund investment rategies; Alternative and illiquid investments including real estate, private equity/venture capital, closely-held companies and inactively traded securities, distressed securities/bankruptcies, tangible assets with low liquidity.

Prerequisite(s): None