FINN 6214: Asset & Portfolio Management
University of North Carolina, Charlotte
Provides a foundation in investments and portfolio management from the perspective of an institutional investor. Particular attention is given to the issues associated with managing assets of an insurance company. Topics include: measuring and modeling return and risk, expected return models, information ratio, valuation theory and practice, forecasting, portfolio construction, transaction costs, turnover and trading, performance analysis, asset allocation, securities analysis, and the legal and regulatory landscape of institutional investing.
Average GPA: 3.76
Grade distribution records: 187 students across 10 terms.
Grade distribution
| Grade | Students | Percent |
|---|---|---|
| A | 141 | 75.4% |
| B | 40 | 21.4% |
| C | 2 | 1.1% |
| W | 4 | 2.1% |
Based on 187 student grade records across 10 terms and 3 professors.
Instructors
- Stephen Young 114 students, Average GPA 3.77
- Robert Dickson 40 students, Average GPA 3.76
- Steven Clark 33 students, Average GPA 3.71