2017-2018 Academic Catalog 
    
    Apr 23, 2018  
2017-2018 Academic 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.

This class fulfills the Experiential Learning Requirement in the MSF Program.

 

Prerequisites: FIN 4200  OR FIN 5401  

Anticipated Terms Offered: Varies