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  • TMP 191FM

    • Investment & Financial Management . TMP 191FM

    Achieving superior investment results within acceptable risk parameters is often deemed the top challenge for Wealth Managers. This is especially so in the face of fluctuating economics and shifting investor goals. A portfolio’s “integrity” e.g., how well it is balanced, often drives performance and volatility. This course takes a comprehensive approach to portfolio construction and management and explores how prevailing macro-economic conditions and investor priorities can be translated into viable investment strategies. Theory is balanced with actual case study scenarios to demonstrate how course concepts are practiced in the real world.

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    Prerequisites: Sophomore standing or higher.

    4

    Units

    Letter

    Grading

    1, 2, 3

    Passtime

    Not open to freshmen

    Level Limit

    Engineering

    College
    Instructors
    KAUFFMAN M E
    No info found
    Lecture
    PHELP1410
    T R
    14:00 PM - 15:15 PM
    60 / 60 Full
    Enrollment Trends
    Past Enrollment Trends (4)
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    Winter 2025 . Kauffman M E
    ARTS 1349
    T R
    14:00 PM - 15:15 PM
    Spring 2026 . Kauffman M E
    PHELP3505
    T R
    15:30 PM - 16:45 PM
    Grading Trends (3)
    See All
    TMP 191FM Kauffman M E Winter 2026 Total: 56
    TMP 191FM Kauffman M E Spring 2025 Total: 46
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