- Type Learning
- Level Advanced
Portfolio Manager
Issued by
University of Dallas
Portfolio Managers have demonstrated the ability to effectively develop various asset pricing models including stock, bond and derivatives, synthesize asset allocation strategies, and construct/re-balance investment portfolio based on investment policy statement.
- Type Learning
- Level Advanced
Skills
Earning Criteria
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Successful Completion of Investments, Derivatives, and Portfolio Management courses or equivalent at the University of Dallas Satish & Gupta College of Business.
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Completion of the StockTrak project with thorough understanding of capital market expectations, bond valuation, bond portfolio management, stock valuation, stock portfolio management, derivatives valuation and risk management.