Course Description
FIN 609 Managing Global Portfolios – The course is designed to give students advanced knowledge of modern techniques and practices of portfolio management. It builds on students’ coursework in security analysis and portfolio management with an opportunity to apply the techniques learned in these earlier courses. In coordination with the instructor, industry practitioners play an important instructional role in detailing and discussing current investment practices. A major focus of the course is the students’ decision-making process in directing the real-world investment decisions of the Crummer Truist Portfolio. This portfolio makes annual contributions to the Crummer Student Scholarship Fund and exposes the students to investment themes such as the rise of the global middle class and socially responsible investing. Prerequisite: FIN 603. FIN concentration.