IMPACT Program 2: Applied Portfolio Analysis

3 credit hours · Graduate

This is an advanced course in applied portfolio management. The course is the second of two courses that support the investment management of the Sobey School of Business’s IMPACT Fund. Students who are admitted to this program are responsible for making portfolio allocation decisions for the fund. Students use company comparable analysis in conjunction with more advanced financial models, such as cash flow and real options models, in making bottom-up active portfolio management decisions. Advanced financial statement analysis is also covered.