B8399-016 Global Investment and Wealth Management Course DescriptionThis course will be of great interest to anyone aspiring to a career in asset, portfolio, private wealth, endowment, or pension fund management. As the course is intended to provide a fundamental understanding of the issues in asset management, whether institutional or private, students will benefit from the broad applicability of the course to other areas of finance such as investment banking, insurance, accounting and personal finance. In addition, students will learn how to better manage their future personal wealth.
The course has three main themes, mirroring the three main problems facing all investors:
- Asset Allocation – How do investors decide on the level of assets to
allocate to individual asset classes?
• Strategic asset allocation of pension funds/endowments
• Global asset allocation (Quantitative asset management)
• Individual’s asset allocation
- Implementation issues-How to implement the asset allocation?
• Investment Vehicles – passive versus active management, ETFs, mutual funds, hedge funds and private equity
• Portfolio Manager Selection
- Performance Measurement – How do investors determine how well money managers have performed?
Fall 2010 Offerings: