TMP 191FM: INVEST & FINL MGMT
University of California, Santa Barbara
Achieving superior investment results within acceptable risk parameters is often deemed the top challenge for Wealth Managers. This is especially so in the face of fluctuating economics and shifting investor goals. A portfo lio’s “integrity” e.g., how well it is balanced, often drives performance a nd volatility. This course takes a comprehensive approach to portfolio con struction and management and explores how prevailing macro-economic conditi ons and investor priorities can be translated into viable investment strate gies. Theory is balanced with actual case study scenarios to demonstrate h ow course concepts are practiced in the real world.
Average GPA: 3.39
Grade distribution records: 153 students across 3 terms.
Grade distribution
| Grade | Students | Percent |
|---|---|---|
| A+ | 13 | 8.5% |
| A | 35 | 22.9% |
| A- | 35 | 22.9% |
| B+ | 26 | 17.0% |
| B | 16 | 10.5% |
| B- | 14 | 9.2% |
| C+ | 5 | 3.3% |
| C | 2 | 1.3% |
| C- | 5 | 3.3% |
| D- | 2 | 1.3% |
Based on 153 student grade records across 3 terms and 1 professor.
Instructors
- Kauffman M E 153 students, Average GPA 3.39