INTRODUCTION TO APPLIED PORTFOLIO MANAGEMENT

Prerequisites & course information

Requisites: FINANCE 645 Course Designation: Grad 50% - Counts toward 50% graduate coursework requirement Repeatable for Credit: No Last Taught: Spring 2026 Learning Outcomes: 1. Produce an economic forecast to be used in developing equity and fixed income market return forecasts and in managing individual equity and fixed income portfolios. Audience: Both Grad & Undergrad 2. Recommend a tactical asset allocation utilizing equity and fixed income return and risk forecasts. Audience: Both Grad & Undergrad 3. Develop methodology for allocating assets between the equity and fixed income alternatives that maximizes expected return subject to risk within specified guidelines. Audience: Both Grad & Undergrad 4. Create an investment philosophy and related portfolio decision making process for its implementation. Audience: Both Grad & Undergrad 5. Develop a process to identify and critique new investment opportunities. Audience: Both Grad & Undergrad 6. Monitor and control the risk of an investment portfolio. Audience: Both Grad & Undergrad 7. Enhance existing network of contacts and relationships in the investment community for job placement, and industry events. Audience: Graduate Learning Outcomes: 1. Produce an economic forecast to be used in developing equity and fixed income market return forecasts and in managing individual equity and fixed income portfolios. Audience: Both Grad & Undergrad 2. Recommend a tactical asset allocation utilizing equity and fixed income return and risk forecasts. Audience: Both Grad & Undergrad 3. Develop methodology for allocating assets between the equity and fixed income alternatives that maximizes expected return subject to risk within specified guidelines. Audience: Both Grad & Undergrad 4. Create an investment philosophy and related portfolio decision making process for its implementation. Audience: Both Grad & Undergrad 5. Develop a process to identify and critique new investment opportunities. Audience: Both Grad & Undergrad 6. Monitor and control the risk of an investment portfolio. Audience: Both Grad & Undergrad 7. Enhance existing network of contacts and relationships in the investment community for job placement, and industry events. Audience: Graduate