Credits: 3 credits
Students learn to design and implement an investment policy statement for an individual or institutional investor that establishes their financial objectives, risk tolerances, constraints, and investment and monitoring policies. Topics include setting investment objectives and policies; ethical standards and fiduciary duties; capital markets expectations; diversification and asset allocation; fixed-income, equity and alternative investment portfolio management; risk management; capital markets and securities trading; monitoring and rebalancing; and evaluating portfolio performance.
Prerequisite: FNCE 3150, FNCE 3170 and FNCE 3180 (minimum C- grades) or equivalent
Note: Students may not receive credit for more than one of FNCE 4160 or BBUS 4160
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