This course provides students with the tools and knowledge to analyze asset allocation models to optimize returns and quantify risks. The course further investigates the large universe of mutual funds, investing, internal structures, and management of various types of funds. Various risk metrics and analysis models will be discussed and utilized to evaluate fund, asset allocation, and market performance. Students will gain a stronger understanding of the importance of asset allocation for investment returns, risk mitigation, and the role mutual funds play in the universe of investment products marketed to institutions and consumers. This course goes beyond the general investment or portfolio management course to focus more on investment funds and asset allocation methodology.
Quarter Credit Hours: 6 Prerequisite: MT 480 and MT 483