1 semester hoursGraduateLecturerepeatable for credit
Builds on FINA 6460. Offers students an opportunity to obtain 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 and preparation of accounting statements, dealing with compliance issues, addressing ethical concerns, measuring and managing risk, and performing marketing and fundraising activities. May be repeated up to three times.