59-600 Portfolio Management

Quantitative and qualitative techniques for evaluating portfolios are presented consistent with the learning objectives for Level I of the CFA Exam. Traditional mean-variance analysis and more recent developments in portfolio theory are introduced. Measures of portfolio performance are covered.

Credits

3

Prerequisite

59-512 Financing the Business Enterprise; 59-572 Managerial Finance; 59-579 Investment Analysis and proficiency in Excel.