Access to timely and relevant data provides a firm foundation for critical decisions in portfolio theory and management. Bloomberg and Wharton Research Data Services (WRDS) are integrated into the learning experiences of this course. Graduates can get credit toward their Bloomberg Markets Concept Certificate, an important boost to any finance resume, while learning how to extract key data and firm information, ranging from returns to betas to Corporate Social Responsibility or ESG scores. Finally, Socially Responsible Investing and behavioral finance are explored in addition to the more traditional portfolio management topics. Graduates of this course will have a firm practical and theoretical foundation for business or academic finance careers. Weekly hours: 3 Lecture hoursPermission of the department required. Prerequisite(s): COMM 367.3.
Access to timely and relevant data provides a firm foundation for critical decisions in portfolio theory and management. Bloomberg and Wharton Research Data Services (WRDS) are integrated into the learning experiences of this course. Graduates can get credit toward their Bloomberg Markets Concept Certificate, an important boost to any finance resume, while learning how to extract key data and firm information, ranging from returns to betas to Corporate Social Responsibility or ESG scores. Finally, Socially Responsible Investing and behavioral finance are explored in addition to the more traditional portfolio management topics. Graduates of this course will have a firm practical and theoretical foundation for business or academic finance careers. Weekly hours: 3 Lecture hoursPermission of the department required. Prerequisite(s): COMM 367.3.
