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Oct 31, 2024
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FINA 6231 - Practicum in Portfolio Management II Credits: 2
Second of a two-course practicum. Provides real-time money-management experience with the Nancy Chambers Underwood portfolio (approximately $4 million). Tasks involve sector analysis, evaluation of existing securities, analysis and due diligence underlying security transactions into and out of the portfolio, and performance assessment. Students meet 1.5 hours per week during spring term. Admission is by application in the spring term prior to the fall term enrollment for the first course, FINA 6230 , and an application does not guarantee admission.
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