This course is designed to complement the material from the Investment Analysis course. The course is designed to explore institutional investment decisions in greater depth. In addition to developing course content, this course includes a practicum component focused on developing skills used by investment management firms. Students will maintain their statement of investment objectives, top-down asset allocation based on quantitative analysis of index returns, and bottom-up portfolio management using fundamental analysis. A distinctive feature of the course is the management of the DePauw Investment Fund which includes a portion of the DePauw endowment. Students will be accountable to the DePauw Investment Committee, including tailoring recommendations for security purchases or sales to the stated objectives of the fund and completing professional-quality reports and presentations. Accordingly, this course stresses the importance of the ethical standards and codes of conduct associated with serving in a fiduciary role. Students taking the course are encouraged to take the Securities Industry Essentials exam through FINRA. Prerequisite: FIN/ECON 360.
| Distribution Area | Prerequisites | Credits |
|---|---|---|
| FIN/ECON 360 | 1 course |