Course description
This course introduces students to the portfolio management process. Students actively manage a stock portfolio as a team and are responsible for identifying stock ideas, managing portfolio risk, and monitoring performance. Students learn how to conduct stock research, generate investment ideas, and present their investment thesis to the class. We cover asset valuation methods, exchange-traded funds (ETFs), benchmarking, capital markets, risk control, investment policy statement, and investment strategies. This course simulates being on a real portfolio management team. Students learn how to prepare client quality material and present financial information. The course uses real time market information provided by leading investment firms.
