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Dec 11, 2024
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FINA 6230 - Practicum in Portfolio Management I
Credits: 2
First 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 fall term, and they are expected to take FINA 6231 in spring. Admission is by application in the spring term prior to the fall term enrollment, and an application does not guarantee admission.
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