FINA 4219 — Portfolio Management

4 semester hoursUndergraduateLectureusually offered: fall, springBostonTraditional

Studies the characteristics and formation of optimal portfolios by investing risky assets and fixed incomes. The discussion of theories and models is associated with the application for portfolio decision making in practice. Offers students an opportunity to obtain the ability to establish appropriate client investment objectives, gather and assess information necessary for determining the investment style and the selection of the securities and, evaluate the performance of a portfolio. Portfolio management is a critical functionality that is provided by financial institutions such as investment banks, insurance companies, and funds. This full-semester course is designed to introduce industry-grade portfolio analysis, exploring all aspects of investment evaluation from the perspective of institutional and individual investors.

Prerequisites

Offering history

TermSectionsEnrolledCapacityFullOpen seats/section
Summer B 2023194023%31.0
Fall 202314040100%0.0
Spring 20241394098%1.0
Spring 202528080100%0.0
Fall 20252798099%0.5
Spring 202614040100%0.0

Snapshots from scheduled scrapes — not live seat availability. "Full" can exceed 100% when sections over-enroll.

Meeting times

Share of recent sections by weekday: M 17% · T 45% · W 31% · Th 3% · F 41%

Common patterns: T (28% of sections), W (14% of sections), TF (14% of sections), WF (14% of sections), M (14% of sections), F (14% of sections) — in patterns, R means Thursday

Professors

Fall

Spring

Summer B

Percentages are each professor's average share of the season's enrolled students in recent terms.

Links

Official catalog (FINA course descriptions) · Student reviews on RateMyHusky · All FINA courses · Plan it at numap.app