Elective · Finance and Investing
Portfolio Management and Asset Allocation
Portfolio Management and Asset Allocation. Six units covering applied topics in this concentration.
FIN 403: Portfolio Management and Asset Allocation
Portfolio Management and Asset Allocation. Six units covering applied topics in this concentration.
How to study this course
Work unit by unit. Each lesson includes worked examples using a consistent anchor company, practice problems with solutions, and prompts that connect to your applied project.
Assessment
40% applied project, 35% knowledge checks, 25% reflections
Applied work
- Concentration case analysis
- Applied project
- Executive brief
Assessment
50% applied project, 30% case work, 20% knowledge checks
Each unit includes a case component aligned to this weight.
Each unit includes a case component aligned to this weight.
Each unit includes a exercise component aligned to this weight.
Open any unit below to complete exercises, project tasks, and the knowledge quiz. Units auto-complete when all assessment items are submitted and you score 80%+ on the quiz.
Concentration pathway
This course is part of the Finance and Investing concentration. Complete at least two electives in this pathway.
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