University of Portland Bulletin 2024-2025

BUS 567 Applied Portfolio Management

Students accepted into course will study portfolio management while managing the Miller Fund.  Since this is an applied course involving the ‘real-time’ management of money, students must possess strong financial analytical skills and a solid financial/accounting knowledge base before beginning the course. Concepts such as investment philosophy, asset allocation, asset class management, investment process, and behavioral finance are covered.

Prerequisite

BUS 530 or equivalent