[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-0-en-105":3,"doc-seo-203405-105":59,"doc-detail-203405-en":131},{"code":4,"msg":5,"data":6},0,"success",[7,13,18,23,28,33,38,43,48,51,55],{"id":8,"doc_module":4,"doc_module_name":9,"category_name":10,"show_sort_weight":11,"slug":12},1,"Document","Story & Novel",90,"story-novel",{"id":14,"doc_module":4,"doc_module_name":9,"category_name":15,"show_sort_weight":16,"slug":17},2,"Literature",80,"literature",{"id":19,"doc_module":4,"doc_module_name":9,"category_name":20,"show_sort_weight":21,"slug":22},4,"Exam",70,"exam",{"id":24,"doc_module":4,"doc_module_name":9,"category_name":25,"show_sort_weight":26,"slug":27},5,"Comic",60,"comic",{"id":29,"doc_module":4,"doc_module_name":9,"category_name":30,"show_sort_weight":31,"slug":32},6,"Technology",50,"technology",{"id":34,"doc_module":4,"doc_module_name":9,"category_name":35,"show_sort_weight":36,"slug":37},7,"Healthcare",40,"healthcare",{"id":39,"doc_module":4,"doc_module_name":9,"category_name":40,"show_sort_weight":41,"slug":42},8,"Research & Report",30,"research-report",{"id":44,"doc_module":4,"doc_module_name":9,"category_name":45,"show_sort_weight":46,"slug":47},9,"Religion & Spirituality",20,"religion-spirituality",{"id":46,"doc_module":4,"doc_module_name":9,"category_name":49,"show_sort_weight":46,"slug":50},"World Cup","world-cup",{"id":52,"doc_module":4,"doc_module_name":9,"category_name":53,"show_sort_weight":52,"slug":54},10,"Lifestyle","lifestyle",{"id":56,"doc_module":4,"doc_module_name":9,"category_name":57,"show_sort_weight":24,"slug":58},19,"General","general",{"code":4,"msg":60,"data":61},"ok",{"site_id":62,"language":63,"slug":64,"title":65,"keywords":66,"description":67,"schema_data":68,"social_meta":124,"head_meta":126,"extra_data":128,"updated_unix":130},105,"en","fina-5527-z-summer-2024-portfolio-management","FINA 5527 Z - Summer 2024 Portfolio Management","","Course information for Carleton University FINA 5527 Z (Summer 2024) covering portfolio management. The syllabus focuses on liquidity, risk and return, portfolio design, construction, management and control, and performance measurement, aligned with capital market theory. It introduces alternative investments as an asset class, outlining key features, investment risks, and decision-making processes. Grading is based on four quizzes, an in-class presentation, and class participation, with required text Portfolio Management in Practice (Volume 1).",{"@graph":69,"@context":123},[70,84,106],{"@type":71,"itemListElement":72},"BreadcrumbList",[73,77,79,82],{"item":74,"name":75,"@type":76,"position":8},"https://docshare.wps.com","Home","ListItem",{"item":78,"name":9,"@type":76,"position":14},"https://docshare.wps.com/document/",{"item":80,"name":40,"@type":76,"position":81},"https://docshare.wps.com/document/research-report/",3,{"item":83,"name":65,"@type":76,"position":19},"https://docshare.wps.com/document/fina-5527-z-summer-2024-portfolio-management/203405/",{"url":83,"name":65,"@type":85,"image":86,"author":91,"headline":65,"publisher":94,"fileFormat":97,"inLanguage":63,"description":67,"dateModified":98,"datePublished":99,"encodingFormat":97,"isAccessibleForFree":100,"interactionStatistic":101},"DigitalDocument",{"url":87,"@type":88,"width":89,"height":90},"https://docshare.wps.com/thumbnails/fina-5527-z-summer-2024-portfolio-management/203405.png","ImageObject",300,407,{"name":92,"@type":93},"\tWilliam","Person",{"url":74,"name":95,"@type":96},"DocShare","Organization","application/pdf","2026-10-08","2026-09-04",true,{"@type":102,"interactionType":103,"userInteractionCount":105},"InteractionCounter",{"@type":104},"ViewAction",12,{"@type":107,"mainEntity":108},"FAQPage",[109,115,119],{"name":110,"@type":111,"acceptedAnswer":112},"What topics does FINA 5527 Z cover in portfolio management?","Question",{"text":113,"@type":114},"The course analyzes investment requirements for individuals and institutional investors, focusing on liquidity, risk and return. It also covers portfolio design, construction, management and control, performance measurement, and capital market theory.","Answer",{"name":116,"@type":111,"acceptedAnswer":117},"What are the main learning objectives for the course?",{"text":118,"@type":114},"Students examine portfolio construction and decision-making processes. They also learn recent advances in investment management through assigned journal articles and a short group paper on a relevant investment topic.",{"name":120,"@type":111,"acceptedAnswer":121},"How is the final grade calculated?",{"text":122,"@type":114},"The grading scheme includes Quiz 1–Quiz 4 (20% each), an in-class presentation (10%), and class participation (10%), for a total of 100%.","https://schema.org",{"og:url":83,"og:type":125,"og:title":65,"og:site_name":95,"og:description":67},"article",{"robots":127,"canonical":83},"index,follow",{"doc_id":129,"site_id":62},203405,1788560589,{"code":4,"msg":5,"data":132},{"doc_id":129,"user_id":133,"nickname":92,"user_avatar":134,"doc_module":4,"category_id":39,"category_name":40,"doc_title":65,"doc_description":67,"doc_content":135,"file_id":136,"file_url":137,"file_type":138,"file_size":139,"view_count":105,"is_deleted":4,"is_public":8,"is_downloadable":8,"audit_status":8,"page_count":34,"language":140,"language_code":63,"site_id":62,"html_lang":63,"table_of_contents":141,"faqs":142,"seo_title":143,"seo_description":67,"update_tm":130,"read_time":144},5909887254083,"https://ap-avatar.wpscdn.com/davatar_276721f389ce27ea32af1340a28f341c","CARLETON UNIVERSITY  \nFINA 5527 Z  \nSUMMER 2024  \nPortfolio Management  \nInstructor: Ankit Sanghvi, CFA, FRM  \nOffice: TBD  \nOffice hours: available upon request  \nEmail: ankitsanghvi@cunet.carleton.ca  \nCourse meets: In-person Tuesday 6:05 pm to 8:55 pm  \nCourse Calendar Description: (From 2023/2024 graduate calendar): Analysis of investment requirements for individuals and institutional investors: liquidity, risk and return; portfolio design, construction, management and control; performance measurement; capital market theory.  \nPrerequisite(s): FINA 5511 and enrolment in the Master of Finance program.  \nCourse Description: The course aims to provide overview of various alternative investments as an investment asset class, including the key features, investment risks and characteristics.  \nCourse Learning Objectives:  \n1. To examine the process of portfolio construction and decision making.  \n2. To help students become aware of recent advances in investment management which are essential for the efficient management of investments and portfolios. This is accomplished by exposing students to advances in investment management by assigned journal articles on relevant topics; and through a short group paper on an investment topic that may be of direct interest to a portfolio manager or an analyst in an investment house. The latter provides an opportunity to pursue a particular topic of interest.  \nRequired Materials: Portfolio Management in Practice, Volume 1: Investment Management  \nCFA Institute ISBN: 978-1-119-74372-9  \nDrop Course Policy: The deadline for academic withdrawal from Late Winter courses is March 15th.  \nGrading Scheme:  \nQuiz 1 20%  \nQuiz 2 20%  \nQuiz 3 20%  \nQuiz 4 20%  \nIn class presentation 10%  \nClass participation 10%  \nTOTAL 100%  \nEach component of your grade will be assigned a percentage score. Your final course grade will be a weighted average of each of these components.  \n•  Quizzes: All the quizzes will cover the content covered until the week of the quiz due date. The quizzes will consist of MCQ, T/F and short questions. The quizzes will be taken in class.  \nContribution to Program Learning Goals (MFin):  \n\n| MFin Learning Goal | Not Covered | Introduced | Taught but\u003Cbr>Not Assessed | Taught and\u003Cbr>Assessed |\n| --- | --- | --- | --- | --- |\n| Learning Goal 1-Ethical and Professional Conduct\u003Cbr>Graduates will conduct themselves in alignment with the CFA Code of Ethics and Standards of Professional Conduct. |  | ✓ |  |  |\n| Learning Goal 2-Financial Markets, Institutions, and Instruments\u003Cbr>Graduates will demonstrate an understanding of financial markets, instruments, and institutions. |  |  |  | ✓ |\n| Learning Goal 3-Portfolio Management\u003Cbr>Graduates will understand the motivations of investors and manage an investment portfolio that achieves those objectives. |  | ✓ |  |  |\n| Learning Goal 4-Data Analysis\u003Cbr>Graduates will be proficient in data management, analytics, and |  |  |  | ✓ |\n\n\n| modeling. |  |  |  |  |\n| --- | --- | --- | --- | --- |\n| Learning Goal 5 – Communication\u003Cbr>Graduates will be effective communicators. |  |  |  | ✓ |\n\nADDITIONAL INFORMATION  \nCourse Sharing Websites:  \nMaterials created for this course (including presentations and posted notes, labs, case studies, assignmentsand exams) remain the intellectual property of the author(s) . They are intended for personal use and may not be reproduced or redistributed without prior written consent of the author(s) .  \nRecommended Calculator for Examinations:  \nIf you are purchasing a calculator, we recommend any one of the following options: Texas Instruments BA II Plus (including Pro Model), Hewlett Packard HP 12C (including Platinum model), Staples Financial Calculator, Sharp EL-738C & Hewlett Packard HP 10bII  \nGroup Work:  \nThe Sprott School of Business encourages group assignments. They provide you with opportunities to develop and enhance interpersonal, communication, leadership, followership and other group skills. Group assig","cbCaip9WgBCrRTFH","https://ap.wps.com/l/cbCaip9WgBCrRTFH","pdf",288924,"English","# Course Calendar Description\n# Course Description\n# Course Learning Objectives\n# Required Materials\n# Drop Course Policy\n# Grading Scheme\n## Quiz Components and Formats\n## Contribution to Program Learning Goals (MFin)\n# Additional Information\n## Course Sharing Websites\n## Recommended Calculator for Examinations\n## Group Work and Peer Evaluation","[{\"question\":\"What topics does FINA 5527 Z cover in portfolio management?\",\"answer\":\"The course analyzes investment requirements for individuals and institutional investors, focusing on liquidity, risk and return. It also covers portfolio design, construction, management and control, performance measurement, and capital market theory.\"},{\"question\":\"What are the main learning objectives for the course?\",\"answer\":\"Students examine portfolio construction and decision-making processes. They also learn recent advances in investment management through assigned journal articles and a short group paper on a relevant investment topic.\"},{\"question\":\"How is the final grade calculated?\",\"answer\":\"The grading scheme includes Quiz 1–Quiz 4 (20% each), an in-class presentation (10%), and class participation (10%), for a total of 100%.\"}]","FINA 5527 Z - Summer 2024 Portfolio Management | PDF",18]