Practice with an Investment Case Study in your Final Capstone Course

Put your newfound knowledge of investment and portfolio management to the test

In the final Capstone course, practice working as a Wealth Management Advisor, recommending portfolio changes based on your client's challenges and issues.

SEE THE COURSE

DESCRIPTION

Investment and Portfolio Management Capstone (Course 5)

This Capstone project is designed to be flexible and open-ended, allowing you, as the Wealth Management Advisor, to achieve your desired goals in various ways. Your progress will be evaluated through multiple-choice questions on one end and the creation of written investment plans on the other.

Who should attend:

Individuals pursuing careers in portfolio management or investment analysis who want hands-on experience in developing and managing investment portfolios, understanding client needs and applying various investment strategies.
Learners who have completed foundational finance courses and want to enhance their knowledge of portfolio management and investment strategies with a capstone course.
Investment professionals interested in managing their investments more effectively or want to enhance their skills in analyzing asset classes, risk management, and behavioral finance.

You will be able to:

Develop and implement a comprehensive asset allocation strategy for simulated portfolios, utilizing a diverse range of Exchange-Traded Funds (ETF) and understanding their impact on overall investment performance.
Analyze macroeconomic trends and forecast near-term returns on various asset classes, enabling you to make informed tactical shifts in portfolio management with current market trends.
Evaluate investment performance and risk measures effectively, allowing you to advise clients on portfolio selection based on thorough analysis and understanding of behavioral finance biases.

LECTURE SAMPLES

MEET YOUR RICE PROFESSOR

Arzu Ozoguz

Dr. Arzu Ozoguz developed this specialization while she was a visiting assistant professor of finance at the Jesse H. Jones Graduate School of Business at Rice University. Her research interests include the areas of investments, corporate finance, and information economics. Her work focuses on how the information environment in financial markets affects the dynamics of asset prices and the cross-section of stock returns. More recently, she has been studying the interaction between the information in stock prices and firms’ real investment decisions.

Jill Foote

Professor Jill Foote retired from Rice University after 19 years as a Senior Lecturer teaching MBA students how to manage real $ investment funds in stocks and bonds in Rice's Jesse H. Jones Graduate School of Business. She was also Director of the Rice Business Finance Center. Prior to Rice, Dr. Foote worked at Goldman Sachs in New York for many years. She is currently helping Second Baptist School create Schools of Distinction for high school students featuring experiential learning immersed in a Biblical worldview. She has a PhD from Fordham University, an M.A. from NYU, and a B.A. from Rice, all in Economics, as well as a Chartered Financial Analyst designation.