The selection and management of stocks and bonds within a portfolio. Using practices consistent with those of institutional investors, students will research possible investments and make decisions about investing such that benchmarks are met or exceeded. Emphasis will be placed on ethics, investment policy and socially responsible investing. Prerequisite: BUS 312 with a minimum grade of C-, 45 units, and permission of the instructor. This course is only open to students selected for the BEAM program. Students who have taken BUS 395 when the subject of the course was Asset Management may not take this course for further credit. This course does not count towards the Finance Concentration.
The selection and management of stocks and bonds within a portfolio. Using practices consistent with those of institutional investors, students will research possible investments and make decisions about investing such that benchmarks are met or exceeded. Emphasis will be placed on ethics, investment policy and socially responsible investing. Prerequisite: BUS 312 with a minimum grade of C-, 45 units, and permission of the instructor. This course is only open to students selected for the BEAM program. Students who have taken BUS 395 when the subject of the course was Asset Management may not take this course for further credit. This course does not count towards the Finance Concentration.
