Catalog Version

Winter/Spring/Summer 2014-2015
Catalog update:
October 17, 2014

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Students are required to follow the Academic Handbook and Code of Student Responsibility​​

The Investment Management concentration is designed to provide an overview of the investment environment for current or future institutional money managers.
Students examine contemporary theories, principles and techniques that guide portfolio construction, asset allocation, the trade-off between portfolio risk and return, arbitrage, active and passive trading strategies, the use of options and futures in risk management, and performance measurement.  The course material takes a global perspective.  All asset classes are studied, including equities, fixed income, and real estate.  

Since investing is as much art as it is science, and often highly speculative, the Investment Management concentration gives a great deal of weight to opposing interpretations of the dynamics of world financial markets and business conditions.  Financial history is littered with booms and busts that are challenging to interpret but that have profound consequences for the accumulation of wealth.  

Students with a sold background in statistics will find the course material somewhat easier to master.  Intense curiosity in asset valuation, financial statement analysis, macroeconomics and investor psychology are also beneficial.  The Investment Management concentration prepares course participants for professional careers in investment companies (e.g., mutual funds and hedge funds), pension funds, endowment funds, insurance companies, and banks.

Core Requirements (varies with admission term and prior coursework)
24-48 hours
Concentration and Elective Requirements (varies with admission term) 24-36 hours
   Total hours required    48-72 hours