Fundamentals of Portfolio Management
X51.9001
/ $750
SPRING 2010
Continuing Education:
Finance
Gain an understanding of the portfolio, the structure within which financial assets are managed. This course introduces the forces and issues that have an impact on portfolio construction. Topics include investor objectives and constraints, asset allocation, importance of diversification, risk/reward tradeoffs, portfolio management styles (growth versus value), strategies for individuals versus institutions, choosing a money manager, and measuring performance.
Prerequisites:
Prerequisite: Introduction to the Markets/X51.9000 or the equivalent.
This course is applicable toward:
- Certificate in Wealth Management
- Certificates in Portfolio Management
- Certificates in Financial Analysis
Related Subject Areas: Portfolio Management, Career Resources
Course Materials
Section 1
Wednesday 6:30pm-9:00pm
February 10 - April 14
No class 2/17, 3/31.
8 Sessions
Instructor:
Angelo DeCandia
Location: Norman Thomas Center, 111 E 33
