Portland-State-University 2021-2022 Bulletin

Fin 573 Investment Analysis and Portfolio Management

A study of the application of both portfolio theory and fundamental valuation techniques in security investment decisions. Students in this course serve as portfolio managers to a real dollar portfolio, providing security and sector oversight to the portfolio. The implications of modern portfolio theory for portfolio management and in portfolio performance evaluation are emphasized. This is the first class in a strongly recommended two-course sequence. Offered fall, winter, and spring terms.




Fin 319, Fin 449, and instructor approval for Fin 473; Fin 551 or Fin 513 for Fin 573; recommended Fin 553 at least concurrently for Fin 573.
  • Up one level
  • 500