MGT 402 Asset Management Practicum

Objective and Overview

Theories of asset management are presented via textbook and other readings, lectures, case studies, and student and guest speaker presentations.  Students will be responsible for inviting some of the guest speakers with consultation by the instructor.  Practice of actual asset management involves hands-on investment of equity securities in a portion of the CGU endowment portfolio which has been set aside for the educational benefit of the class.  Asset management firms establish/review investment policy, conduct investment research, determine strategies to be implemented, select securities, enter and track orders, measure and report performance, and manage client relations.

Prerequisites

MGT 335 Corporate Finance

Who should take this course?

This course is required for all MSFE students.

Basis for Evaluation

20%   Weekly quizzes and assigned reading
20%   Participation in class discussions
10%   Assigned presentations of reading
25%   Research project - team product and individual contribution
25%   Firm functional duties - team performance and individual contribution

Grading on the last two items above will be determined in part by student peer evaluations.

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