BUS 386 - Applied Investment Management

This course blends traditional academic objectives with the practical experience of hands-on investment management. The course provides students with a thorough grounding in the practice of portfolio management, with an emphasis on rigorous individual security evaluation and selection.

Each class inherits the portfolio handed over by the previous class, together with the set of policies and guidelines developed by the class in the context of restrictions applied to all equity managers for Hope College’s endowment. The class will assume responsibility for all portfolio decisions and will give a presentation to the AIM Advisory Board at the end of the semester. The class will also handle all issues relating to the transition of the portfolio to the next class. Students may take BUS 371 , BUS 382 , or ECON 302  either prior to enrollment in or concurrently with the class.

Credits: 3
Terms Offered: Fall
Prerequisites: ACCT 221  with a grade of B or better, BUS 222  and BUS 223  with a grade of B or better, ECON 211  with a grade of B or better, ECON 212  with a grade of B or better; BUS 371  or BUS 382  or ECON 302
Corequisites: BUS 371  or BUS 382  or ECON 302