Jun 30, 2024
OHIO University Undergraduate Catalog 2023-2024
OHIO University Undergraduate Catalog 2023-2024
[Archived Catalog]
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FIN 3921 - Applied Investment Management Practicum
Under the supervision of qualified faculty and staff and through hands-on experience, students gain knowledge, skills, and confidence in investment management by managing portfolios of real assets. The portfolios are managed in a professional manner, and the students are responsible for all aspects of the investment management process including strategy, security selection, portfolio construction, monitoring, compliance, and reporting.
Requisites: Selection into COB student investment group
Credit Hours: 1
OHIO BRICKS Bridge: Learning and Doing
Repeat/Retake Information: May be repeated for a maximum of 6.0 hours.
Lecture/Lab Hours: 2.0 practicum
Grades: Eligible Grades: A-F,WP,WF,WN,FN,AU,I
Learning Outcomes:
- Students will be able to describe the fundamentals of security selection
- Students will be able to describe macro analysis of financial markets
- Students will be able to numerically measure and evaluate investment performance
- Students will be able to critique various portfolio formation methods
- Students will be able to compare technical platforms and data for optimal use in analysis
- Students will be able to create and present recommendations for investments as teams
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