2016-2017 Academic Catalog 
    
    Mar 28, 2024  
2016-2017 Academic Catalog [ARCHIVED CATALOG]

FIN 5409 - Wealth Management


This course will focus on the philosophy and process of managing and investing institutional and high net worth individuals’ assets. It will review the process of identifying the investment objectives of investors and establishing their risk tolerance and investment horizon. The course will cover investment topics that include risk management, asset allocation, portfolio optimization, and different investment vehicles including the growing exchange-traded funds (ETF) securities. Investment theories covered will be tax efficient investing, life cycle of investing, sustainability investing, and selecting and monitoring investment managers. The quantitative material will draw heavily on college level algebra and other quantitative methods.

Open to MBA and MSF students only.

Prerequisites: FIN 5401  for MSF students, FIN 4200  for MBA students.

Anticipated Terms Offered: Varies