66-600 Portfolio Management

Quantitative and qualitative techniques for evaluating portfolios are presented consistent with the learning objectives for the Level I of the CFA exam. Traditional mean-variance analysis and more recent developments in portfolio theory are introduced. Measures of portfolio performance are covered.

Credits

3

Prerequisite

66-512 Financing the Business Enterprise; and 66-572 Managerial Finance and 66-579 Investment Analysis and proficiency in Excel.