FINA 20203A

Introduction to the different aspects of portfolio management, specifically to issues related to assets management (strategic, tactic and dynamic), and to investment strategies of portfolios that include stocks, fixed income securities and derivatives.

This course aims to teach and apply the concepts introduced in FINA 20201A introduction to investments and FINA 20210A Futures and Options. Some of the subjects that are covered include, among others, the process of portfolio management for individual and institutional investors, modern portfolio theories, hedging portfolios strategies, investment styles et strategies. Asset valuation and portfolio composition are also examined. As part of a team, the student must elaborate an investment policy statement for a fictitious client and manage his portfolio in a simulated environment.