FIN 3020
Portfolio Management
This course explores the theory and practice of portfolio management and prepares students for writing the portfolio management parts of the Chartered Financial Analyst exams. Topics covered include asset allocation, currency management, fixed income portfolio management, equity portfolio management, risk management and application of derivatives, execution of portfolio decisions, monitoring and rebalancing, and performance evaluation.
Prerequisites & course information
PR/CR: A minimum grade of C is required unless otherwise indicated. Prerequisite: FIN 2420 (C+) or FIN 2200 (C+) or FIN 2201 (C+).
Sources
- Course catalogue ↗2026-2027