This is an advanced course in portfolio management in a global environment. Topics include: determination of investor objectives, constraints, and preferences; establishment of portfolio policies; forecasting capital market expectations; asset allocation; equity, fixed-income, and real estate portfolio strategies; hedging strategies; implementation, monitoring, and rebalancing of a portfolio; evaluating portfolio performance; and ethical standards. Case studies and an investment simulation will be used to reinforce course concepts.
Corequisite: BBUS 415, BBUS 417