Fall 2019
CRN: 51042
Instructor: Chen, Joseph
Day/Time: W 9:00am-11:50am
Location: Davis

Course Description
This advanced MBA elective equips students with the analytical tools and practical skills necessary for effective portfolio management. Emphasizing both theory and application, the course covers client needs assessment, investment strategy development, portfolio construction and optimization, and performance evaluation. Through case studies, simulations, and industry-relevant tools, students will gain hands-on experience that prepares them for careers in asset management, private wealth advisory, and institutional investing.

Prerequisite: 203A, 205
*Previously "Investment Analysis"
Grading Policy: Letter
Concentration: Finance/Accounting, STEM

Syllabus: Syllabus
Textpack: A textpak is needed for this course. Please note that you will get emailed when the materials are available. If you did not get an email and want to check, look for the Textpak Access Instructions announcement in Canvas, if it is visible, the materials are currently available.
Bookstore: Please refer to the course syllabus for textbook information. Textbooks may be purchased at the UC Davis Bookstore. Please check the bookstore website for current information.

https://www.youtube.com/watch?v=Y-Oo-lemJx8
Additional course information and materials are available on Canvas.