FINA 6339 — Quantitative Portfolio Management
3 semester hoursGraduateLectureusually offered: fall, springtypical days: TBostonTraditional
Offers an introduction to portfolio management with a focus on quantitative methods. Major topics include portfolio construction, revision, and performance measurement. Examines portfolio construction using constrained mean-variance optimization, as well as performance evaluation using factor models such as the Fama-French three-factor model. Additional topics include the effects of diversification on risk reduction and the costs of inflation, taxes, and transaction costs on management of fixed-income and equity security portfolios. Also covers quantitative approaches to manage specific sources of risk. Students employ historical data to construct backtests to assess the performance of various portfolio strategies.This course is only available to students who matriculated in a Northeastern program prior to Fall 2026 that requires completion of this course.
Prerequisites
- FINA 6203 (min C-) (may be taken concurrently)
Offering history
| Term | Sections | Enrolled | Capacity | Full | Open seats/section |
|---|---|---|---|---|---|
| Fall 2023 | 1 | 10 | 36 | 28% | 26.0 |
| Spring 2024 | 1 | 13 | 45 | 29% | 32.0 |
| Summer A 2024 | 1 | 10 | 35 | 29% | 25.0 |
| Fall 2024 | 1 | 37 | 40 | 93% | 3.0 |
| Spring 2025 | 1 | 14 | 40 | 35% | 26.0 |
| Fall 2025 | 1 | 19 | 40 | 48% | 21.0 |
| Spring 2026 | 1 | 30 | 40 | 75% | 10.0 |
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 22% · T 56% · W 44% · Th 15% · F 0%
Common patterns: T (48% of sections), W (23% of sections), MW (14% of sections), MWR (8% of sections), TR (8% of sections) — in patterns, R means Thursday
Professors
Fall
- Joseph Marks (100% of students) · reviews
Spring
- Milivoje Davidovic (75% of students) · reviews
- Joseph Marks (25% of students) · reviews
Summer A
- Milivoje Davidovic (100% of students) · reviews
Percentages are each professor's average share of the season's enrolled students in recent terms.
Unlocks
Courses that list FINA 6339 in their prerequisites.
Links
Official catalog (FINA course descriptions) · Student reviews on RateMyHusky · All FINA courses · Plan it at numap.app