Bus M 415 - Investment Analysis and Portfolio Managment

The Asset Management class is for those considering careers specifically in the investment banking, investment research and financial planning areas.  This class is by application only, and requires the successful completion of BM410: Investments, BM496R: Investment Banking Internship class and professor approval.  This class provides a hands-on opportunity to work with securities markets and perform securities analysis and portfolio management. It is the closest thing to a real-life asset management company that the Marriott School can provide. It is intended for Business Majors (although it is open to others) who are planning a career in finance or financial services, including investment banking (from both the buy or sell side), securities analysis (including pension fund, mutual fund, and financial consulting), and financial planning. It is both difficult and time consuming, but critical to the application of the things you have learned in the finance program.  We will cover part of the information from the CFA program on equity analysis in this class.  We strongly suggest you begin preparations to take your CFA exam.

 

The Asset Management class has the responsibility of selecting, evaluating, and determining the relative attractiveness of companies considered for investment. In addition, the class will make decisions regarding actual purchases, sells, and reporting to management on a $750,000 taxable investment portfolio. It is hoped that additional assets will be added during the semester. This is a class set up specifically to be student run and managed, but overseen by an experienced faculty advisor.