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ECON X499.4 - Portfolio Management


1 month

About the Course

Students will learn the theory and real-world skills necessary to design, execute, and evaluate investment proposals that meet financial objectives. Beginning with an overview of global financial markets and instruments that characterize the investment opportunities available for today’s investors. Students will then learn how to construct optimal portfolios that manage risk effectively. Students will learn the best practices in portfolio management and performance evaluation as well as current investment strategies. By the end, they will have mastered the analytical tools, quantitative skills, and practical knowledge necessary for long-term investment management success.

Learner Outcomes

Upon successful completion of this course, students will be able to:

  • Know the basic definitions, concepts, and facts about financial markets

  • Understand diversification and hedging and be able to apply these concepts in practice

  • Gain trading experience in different asset classes (equity, fixed-income, & ETF’s) in a simulated but realistic environment


ECON X499.1 and ECON X499.2 with a grade C or better.

Susan Grover

Your Instructor

Susan Grover

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