University of Calgary

FNCE 470B - The Calgary Portfolio Management Trust - Winter 2013

A comprehensive hands-on review of the modern theories and applications of portfolio management. Students will be responsible for completing the fiduciary duties of an actual fund manager, reporting to a board of directors. Topics may include: selecting securities, hedging with covered options, benchmarking a portfolio, financial reporting, evaluation of risk, risk/return tradeoffs and management.
This course may not be repeated for credit.


  • F(3-0)


  • Credit for both Finance 470 and either 443 or 463 will not be allowed. Enrolment is strictly limited by the Haskayne School of Business and the student must be a Finance concentrator in the BComm program.


  • Successful completion of 10 full-course equivalents including Finance 317.


  • LEC 1TR 17:00 - 18:15
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