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.

Prerequisites: Sophomore standing or higher.

4

Units

Letter

Grading

1, 2, 3

Passtime

Not open to freshmen

Level Limit

Engineering

College
KAUFFMAN M E
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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
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TMP 191FM Kauffman M E Winter 2026 Total: 56
TMP 191FM Kauffman M E Spring 2025 Total: 46
TMP 191N
22 / 60 Enrolled
Negotiation
Renne Rottner 4.0
T R
15:30 PM - 16:45 PM
TMP 191VC
41 / 54 Enrolled
Venture Capital / Private Equity
T B A
M W
12:30 PM - 13:45 PM
TMP 191AI
0 / 50 Enrolled
Understanding AI in Business: Core Foundations of Business Strategy
Ting Xiao 1.7
M W
15:30 PM - 16:45 PM
TMP 191N
60 / 60 Full
Negotiation
Renne Rottner 4.0
T R
12:30 PM - 13:45 PM
TMP 191N
22 / 60 Enrolled
Negotiation
Renne Rottner 4.0
M W
12:30 PM - 13:45 PM
TMP 191MG
0 / 50 Enrolled
Special Topics in Business and Management
Beckman C
M W
14:00 PM - 15:15 PM