What This Document Is
This is a comprehensive syllabus for BUS 463: Portfolio Management at the University of Idaho, intended for students enrolled in the Spring 2007 semester. It serves as the official guide to the course, outlining expectations, assessment details, and logistical information. This document details the framework for a rigorous exploration of investment strategies and portfolio construction.
Why This Document Matters
This syllabus is essential for any student considering enrollment in, or currently taking, this Portfolio Management course. It clarifies the instructor’s contact information, office hours, required materials, and the overall approach to the subject matter. Reviewing this document *before* the course begins will help you understand the workload, grading criteria, and resources available to support your learning. It’s also a valuable reference throughout the semester to ensure you stay on track with course requirements.
Topics Covered
* Security Selection Methodologies
* Portfolio Theory and Construction Principles
* Financial Futures and Derivatives
* Investment Risk and Return Analysis
* Practical Application of Portfolio Management Techniques
* Use of computational tools in financial analysis
* Academic Integrity and University Policies
* Course Communication Protocols
What This Document Provides
* Instructor contact information and office hour schedule.
* A list of required textbooks and supplementary reading materials, including details on accessing resources through the University of Idaho Library’s e-reserve system.
* A detailed breakdown of the course grading scheme, including the weight of exams and projects.
* Information regarding the management of a real-world portfolio – the D. A. Davidson portfolio – as a core component of the course.
* Guidance on utilizing spreadsheet software for financial modeling and analysis.
* A link to the University of Idaho’s Student Code of Conduct regarding academic honesty.