This is a case course focusing on the use of stocks, bonds and derivatives for the creation and management of investment products. The cases are designed and reviewed by practitioners. They include developing a 401(k) plan, an investment strategy for a high net worth individual and investment policy for a defined benefit plan. Student responsibilities also include supporting management of the SMG Equity Fund. This course explores various asset classes, active management disciplines, tax strategies, portfolio management software (including BARRA) and sample quantitative investment tools. This class includes several outside speakers.

Note that this information may change at any time. Please visit the Student Link for the most up-to-date course information.