FIN 499B - Applied Portfolio Management

(3 units)

Prerequisites: FIN 499A: FIN 350, FIN 400, FIN 450 (either or both FIN 400 and FIN 450 may be taken concurrently), and consent of instructor; FIN 499B: FIN 499A and consent of instructor.
Participation in managing actual investment portfolios. Research, monitor, and analyze securities and make, buy and sell recommendations for a student-managed investment fund. Contribute to publication of semi-annual fund report. Market, sector and firm analysis with presentations and outside research.

Letter grade only (A-F).