FIN-4275: Analytics for Equity Securities and Portfolio Management

Description: Selection and management of equity securities in an experimental setting. Analysis, selection, and investment in common stocks. Introduction to advanced analytical techniques in equity evaluation and portfolio analytics. Research individual companies, industries, economic sectors, and national and global macroeconomic trends. Use appropriate software to develop financial models. Present buy and sell recommendations for actual execution in the portfolio. Maintain a high level of fiduciary responsibility. Pass/Fail only. Membership in SEED (Student-Managed Endowment for Educational Development).

Pathways: N/A

Course Hours: 3 credits

Corequisites: FIN-4274

Crosslist: N/A

Repeatability: N/A