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AP/ADMS 4501

Advanced Portfolio Management

3.0 credits

Fall 2026

Topics

  • Risk and return
  • Macroeconomic and industry analysis
  • Factor models and exchange-traded funds
  • Financial statements and equity valuation
  • Managing bond portfolios
  • International diversification
  • Hedge funds, private equity and real assets
  • Portfolio evaluation and investment policy

Readings

  • Required: Bodie et al., Investments, 11th Canadian ed. (McGraw-Hill Ryerson, 2025).
  • Assigned video: Ray Dalio, How the Economic Machine Works.
Sources