Fin 473 Investment Analysis and Portfolio Management

A study of the application of both portfolio theory and fundamental valuation techniques in security investment decisions. Students in this course serve as portfolio managers to a real dollar portfolio, providing security and sector oversight to the portfolio. The implications of modern portfolio theory for portfolio management and in portfolio performance evaluation are emphasized. This is the first class in a strongly recommended two-course sequence. Offered fall, winter, and spring terms.



Slash Listed Courses

Also offered for graduate-level credit as Fin 573 and may be taken only once for credit.


Fin 319, Fin 449, and instructor approval for Fin 473; Fin 551 or Fin 561 for Fin 573; recommended Fin 553 at least concurrently for Fin 573.