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.

2 - 4

Units

Letter

Grading

1, 2, 3

Passtime

Not open to freshmen

Level Limit

Engineering

College
Mitchell Kauffman
4.2
11 reviews

Lecture

ARTS 1349
T R
14:00 PM - 15:15 PM
0 / 50
See All
11
4.2
RGST190WE . 5 Months Ago

Absolutely my favorite course and teacher I've had at UCSB. He's a phenomenal lecturer and his lectures have a ton of applicable information coming from his background in wealth management. There are student presentations for one class each week which can be a bit dull sometimes but I always look forward to classes where he lectures.

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RGST190WE . 1 Year, 11 Months Ago

I highly recommend taking Professor Kauffman's Classes. He really cares for his students. He wants them to do well in life (as well as in class). As for the actual class, you learn valuable advice for actual life and I thought his lectures explain everything well. If you show up and put in some work you'll get a lot out of the class.

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190RGSWE . 2 Years Ago

This prof is super nice. If you participate in class, you'll get an A. Have to be okay with giving presentations (it's 60% of your grade).

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RGST190W . 2 Years Ago

This class is graded so harshly, not to mention you have to essentially teach yourself. Do NOT enroll in this class if you don't have a foundation with econ, even econ majors were stumped!

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RGST190WE . 2 Years Ago

Kauffman is super nice and approachable. If you participate in class, you will get an A!

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RGST190WE . 2 Years Ago

Not the class I signed up for. 60% of grade was presentations which were graded harshly. He's a very sweet man who clearly cares about his students, but this is a history of economic crashes with no discussion of ethics almost at all. At least 2/3 of the class time is spent on student presentations so most of the material is student-taught.

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