Special Course Descriptions

BUS 394-12 SpTp:Asset Allocation

Asset Allocation and Diversification are central components of investment strategy. This course examines those critical issues from a variety of perspectives. We'll consider what types of asset holdings and what proportions of those holdings are appropriate for different investment portfolios. We'll examine the variety of asset classes available and discuss how economic factors such as recession, inflation, and economic growth might affect these decisions. We'll also consider how risk tolerance, time horizon, individual goals, and demographic factors such as age might influence these choices.

Pre-requisite: Completion of Financial Analysis (BUS 301) with a grade of C or better; or permission of the instructor.