To earn a Mutual Fund Management concentration in the Part-Time MBA or Part-Time MSF/MBA, you will earn nine credits from the curriculum listed below.
FINA 6203 | 3 credits
FINA 6219 | 3 credits
Complete 3 semester hours through our student managed mutual fund
Each course is 1 credit and may be taken multiple times. At least one credit must be as a fund manager
Introduces a variety of operating documents typical to an active mutual fund. Offers students an opportunity to apply lessons from investment and portfolio management classes by presenting investment recommendations to a panel and communicating with peers in a thoughtful and forceful manner. Investment decisions are made based on student analysis and recommendations that include knowledge of macroeconomic expectations, corporate financing issues, dept-repayment concerns, and employee and technological changes. May be repeated up to three times.
FINA 6360 | 1 credits
Builds on FINA 6360 (Fund Management for Analysts). Designed to provide students further analytical knowledge, including exposure to and opportunity to perform managerial tasks related to the management and operation of mutual funds. Included in these tasks are reconsideration of the fund’s investment policy statement and asset allocation plan as well as preparation of accounting statements, dealing with compliance issues, addressing ethical concerns, measuring and managing risk, and performing marketing and fund-raising activities. May be repeated up to three times.
FINA 6361 | 1 credit
The curriculum is subject to change by D’Amore-McKim faculty. Please monitor for updates.