Portfolio Management

This concentration is designed to introduce and critically examine the key principles of selecting investments, financing them, extracting value and managing the investment portfolio. Portfolio management techniques and strategies will include the use and valuation of derivative securities. Students enrolled in this concentration courses will also serve as portfolio managers for the student managed investment portfolio. The J. E. Davis and A. D. Davis families provided this fund.

Portfolio Management*

Students in this concentration must take the following three (3) courses for a total of nine (9) credit hours:

​Code ​Course ​Credit
FIN 610 Practicum in Portfolio Management 3
FIN 611 Advanced Portfolio theory and Practice 3
FIN 612 Investment Management 3
   Total:  9

* NOTE: Students pursuing the Portfolio Management concentration who also wish to pursue the Accounting and Finance concentration may not “double count” FIN 610. This concentration requires Finance department approval.


Virtual Open House

Thursday, July 29, 2021 at 6 p.m. EST  

Join us to meet with an admissions counselor and a JU Davis College of Business & Technology advisor. 

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