FIN 4750 - Portfolio Practicum

Institution:

Utah Tech University

Subject:

Finance

Description:

Required of students pursuing a major in Finance. Application of theory in portfolio formation, performance measurement, and monitoring by giving students hands-on experience managing investment portfolios. Major areas of investment portfolio management covered will include: portfolio objectives, asset allocation and security selection decisions, industry sector analysis, company analysis and valuation, portfolio formation, efficient transactions, performance evaluation, and ethics. **COURSE LEARNING OUTCOMES (CLOs) At the successful conclusion of this course, students will be able to: 1. Survey the financial environment. 2. Evaluate the Company and Industry from a Top-down perspective. 3. Analyze Free Cash Flows of a potential investment. 4. Apply Comparative Methods for stock valuation. 5. Formulate an investment recommendation based on the analysis performed. 6. Relate risk to return and recognize arbitrage opportunities. 7. Analyze portfolio allocation and performance. 8. Construct an investment portfolio appropriate to the risk aversion and financial goals of an investor. 9. Discuss common ethics issues relating to personal and agent investing. Prerequisites: FIN 3750 (Grade B- or higher) and FIN 3001. SP

Credits:

3.00

Credit Hours:

Prerequisites:

Corequisites:

Exclusions:

Level:

Instructional Type:

Lecture

Notes:

Additional Information:

Historical Version(s):

Institution Website:

www.utahtech.edu/

Phone Number:

(435) 652-7500

Regional Accreditation:

Northwest Commission on Colleges and Universities

Calendar System:

Semester

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