Application of investment principles considering families' goals, time horizons, risk tolerance and tax implications to build an investment portfolio; attributes of various asset classes as well as asset allocation, selecting securities and portfolio management; development of successful investment programs for personal investors and wealth managers Credits 3. 3 Lecture Hours.
Application of investment principles considering families' goals, time horizons, risk tolerance and tax implications to build an investment portfolio; attributes of various asset classes as well as asset allocation, selecting securities and portfolio management; development of successful investment programs for personal investors and wealth managers Credits 3. 3 Lecture Hours.
