FINANCE 481
INVESTMENT ANALYSIS
- Catalog Entry
FINC 481. Global Portfolio Wealth Management
Three hours lecture (3).
Prerequisite: FINC 381 and FINC 439 or FINC 381 and instructor approval
This advanced course in Portfolio Management takes a global view on investment opportunities and fundamental coverage of portfolio management, including stock valuation, derivatives, and wealth management techniques.
- Detailed Description of Content of Course
- Foreign Exchange in International Investing
- Foreign Exchange Forecasting
- International Asset Pricing
- International and Sector Allocation
- Emerging Markets in Global Portfolios (Integration Issues)
- Downside Risk
- Equity Markets and Instruments (Attributes, Cross Listing, ADRs, ETFs)
- Equity Analysis Techniques (Fundamentals and International Aspects)
- Global Bonds
- International Diversification for Wealth Management
- Active Indexing / Use of Mutual Funds
- Home-Equity Bias
- (Additional) Behavioral Finance Issues
- Derivatives
- Risk Management for Global Portfolios
- Measurement
- Value-at-Risk
- Hedging Methodologies
- The Global Wealth Management Investment Process
- Detailed Description of Conduct of Course
The course will be conducted in a lecture/discussion format. A capstone case will synthesize the learning goals for the course. Software applications for risk management and portfolio optimization will be used in the learning process, providing a hands-on application of tools like those used in the global portfolio and wealth management industry.
- Goals and Objectives of the Course
Upon successful completion of the course, students will be able to:
- Describe the risk and return benefits of global portfolios.
- Discuss applications of exchange rate forecasting techniques
- Explain risks inherent in international investing.
- Discuss risk management techniques for global portfolios.
- Identify the steps in the Global Wealth Management Process
- Assessment Measures
Graded assignments may include in-class tests, a final examination, the assignment and presentation of problem exercises, papers and case analyses, and class preparation and participation.
- Other Course Information
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