Alumni & Friends Corporations & Recruiters Current Students Faculty & Staff

FINA 6321 Portfolio Analysis and Management

Days: M
Time: 05:45 P.M. - 09:05 P.M.
Room: HMH 1-105
Instructor: Jeff Bailey - baile058@umn.edu

Introduces analytical concepts used to manage security portfolios from perspective of an institutional investor. Market microstructure. Margin purchasing, short selling. Portfolio risk management, risk/return tradeoffs, strategic/tactical asset allocation, active versus passive management. Portfolio revision, performance evaluation.