UCSB CS / ECE Research Mentorship Program, connect with labs, PhD, and professor for research opportunities Apply Now
ACM Intern Applications now open! Want to get more involved in ACM? Apply Here!
  • Courses
  • TMP
  • 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.

    + Add to schedule
    Prerequisites: Sophomore standing or higher.

    2 - 4

    Units

    Letter

    Grading

    1, 2, 3

    Passtime

    Not open to freshmen

    Level Limit

    Engineering

    College
    Instructors
    KAUFFMAN M E
    No info found
    Lecture
    PHELP3505
    T R
    15:30 PM - 16:45 PM
    50 / 50 Full
    Enrollment Trends
    Past Enrollment Trends (3)
    See All
    Winter 2025 . Kauffman M E
    ARTS 1349
    T R
    14:00 PM - 15:15 PM
    Spring 2025 . T B A
    ILP 2209
    T R
    14:00 PM - 15:15 PM
    Grading Trends (2)
    TMP 191FM Kauffman M E Spring 2025 Total: 46
    TMP 191FM Kauffman M E Winter 2025 Total: 51
    You Might Also Like
    TMP 191N
    45 / 45 Full
    Negotiation
    Rottner R M
    M W
    12:30 PM - 13:45 PM
    TMP 191N
    45 / 45 Full
    Negotiation
    Rottner R M
    M W
    15:30 PM - 16:45 PM
    TMP 191AI
    0 / 50 Enrolled
    Understanding AI in Business: Core Foundations of Business Strategy
    Ting Xiao 1.6
    M W
    15:30 PM - 16:45 PM
    TMP 191L
    50 / 50 Full
    Leadership in Technology & Innovation
    Eric Zackrison 3.2
    M W
    15:30 PM - 16:45 PM
    TMP 191AI
    48 / 48 Full
    Understanding AI in Business: Core Foundations of Business Strategy
    Ting Xiao 1.6
    M W
    14:00 PM - 15:15 PM
    TMP 191SP
    103 / 100 Full
    Sport Business Strategy & Innovation
    Orlando M D
    T R
    15:30 PM - 16:45 PM