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.

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DESCRIPTION

Investment and Portfolio Management Capstone (Course 5)

This Capstone project is designed to be flexible and open-ended, allowing you, the Wealth Management Advisor, to reach the desired goal in a number of ways, evaluated by multiple-choice questions on one end, and creating 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.
Students 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 own investments or want to enhance their skills in analyzing asset classes, risk management, and behavioral finance, making them more effective in their investment decisions.

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 is a visiting assistant professor of finance at the Jesse H. Jones Graduate School of Business at Rice University. She conducts research in 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.