FINA 6361 — Fund Management for Managers

1 semester hoursGraduateLectureusually offered: fall, springtypical days: TBostonHybridTraditionalrepeatable for credit

Builds on FINA 6360. Designed to provide students further analytical knowledge, including exposure to and opportunity to perform managerial tasks related to the management and operation of mutual funds. Included in these tasks are reconsideration of the fund’s investment policy statement and asset allocation plan as well as preparation of accounting statements, dealing with compliance issues, addressing ethical concerns, measuring and managing risk, and performing marketing and fund-raising activities. May be repeated up to three times.

Prerequisites

all of:
- FINA 6360 (min C-)
- one of:
  - FINA 6219 (min C-) (may be taken concurrently)
  - FINA 6339 (min C-) (may be taken concurrently)

Offering history

Term	Sections	Enrolled	Capacity	Full	Open seats/section
Fall 2023	2	11	10	110%	0.0
Spring 2024	2	13	20	65%	3.5
Fall 2024	2	10	10	100%	0.0
Spring 2025	2	13	20	65%	3.5
Fall 2025	1	13	15	87%	2.0
Spring 2026	2	12	20	60%	4.0

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 0% · T 100% · W 0% · Th 0% · F 0%

Common patterns: T (100% of sections) — in patterns, R means Thursday

Professors

Fall

Scott Schoen (100% of students) · reviews

Spring

Scott Schoen (100% of students) · reviews

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