Simon Walton

Assistant Lecturer, Department of Finance

Contact

Assistant Lecturer, Department of Finance
Email
skwalton@ualberta.ca

Courses

FIN 436B - Investment Management

This course provides students with experience managing an institutional asset portfolio, the PRIME FUND. Students interact with investment professionals in making asset acquisition and divesture decisions within the institutional framework of the fund. This course draws on and unifies skills related to investment analysis and portfolio theory. It combines traditional academic objectives with the practical demands of hands-on investment analysis and portfolio management. The students learn by actually using the tools of the trade. These include printed materials, real-time computerized sources of information and, most importantly, access to practising analysts and managers. Students also learn about the differences between institutional and personal investment decisions, the mechanics of trading, the different providers of trading services, and cash management. Pre- or co-requisite: FIN 412. Open only to students in the PRIME Program.

Winter Term 2021

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