An introduction to managing stock and bond portfolios, and is a prerequisite to working on the Student Investment Advisory Service Endowment Fund. The course will cover investment policy, allocation of assets to different asset classes, selecting specific securities, managing portfolio risk, an introduction to fixed income investing, and reporting to clients.
An introduction to managing stock and bond portfolios, and is a prerequisite to working on the Student Investment Advisory Service Endowment Fund. The course will cover investment policy, allocation of assets to different asset classes, selecting specific securities, managing portfolio risk, an introduction to fixed income investing, and reporting to clients.
