Students declaring a finance major may chose to follow the asset management track, a special set of courses offered by the Kellogg finance department. At the core of the asset management track is a yearlong experiential learning course sequence, the Asset Management Practicum (FINC 933, 934, 935, 936 and 936C). In the practicum — a for-credit course with limited enrollment — students manage a portfolio under the guidance of faculty from the finance and accounting departments. Currently, the portfolio’s value is $4 million.

Practicum students are responsible for analyzing individual investments, making asset allocation decisions, trading, risk monitoring, and performance evaluation. An integral part of the course is a series of guest lectures from industry leaders (see section IV below).

Currently the program focuses on a portfolio of equities (including long-only as well as long/short strategies).

In addition to enrolling in the practicum, asset management program students must register for a set of pre-requisite (2) and co-requisite (4) courses during the yearlong practicum. A brochure describing the Practicum can be found here.

Syllabus for AMP I (FINC 933 — Spring 2012)

Syllabus for AMP II (FINC 934 — Autumn 2012)

Syllabus for AMP III (FINC 935 — Winter 2013)

Syllabus for AMP IV (FINC 936 — Spring 2012)

Suggested Readings