University of Portland Bulletin 2026-2027

BUS 567 Applied Portfolio Management

This course involves the "real-time" management of investments, with the Miller Fund portfolio, while studying invesment analysis and portfolio management. Students should possess strong financial analytical skills (including Excel) and a solid financial/accounting knowledge base. Concepts covered are investment philosophy, asset allocation, asset class management, and the measurement of risk and returns in global markets.

Prerequisite

BUS 530 or equivalent