Business and Management

A to Z Course Index

Information Sessions

Certificate Programs

Transcripts

Course Locations

Concurrent Enrollment

Order a Catalog

Courses begin every month. A new edition of our catalog is published three times a year in early April, July and December.

Quick Enroll	Search

Investment Portfolio Management

X431.2 (2 semester units in Business Administration)

This course offers an overview of investment management. Topics include modern portfolio theory, fundamental and technical analysis of equities, concentrated equity positions, fixed income analysis, benchmarking, capital markets, the appropriate use of mutual funds, the importance of asset allocation, tax-efficient portfolio design, IRAs, and 401(k)s. Attention is given to interest rates, inflation, the policies of the Federal Reserve, and general economic policy as it pertains to these topics.

Prerequisite: Basic Corporate Finance X430.1 or equivalent.

There are currently no sections open for enrollment.

---

Sections closed for enrollment

Sat. Oct. 3, San Francisco

ALEXANDER J. REYES, B.Sc., M.B.A., received his bachelor's degree in economics from the Wharton School and his graduate degree in finance from Golden Gate University. He heads Reyes Capital Management. He was co-portfolio manager at Golden Gate Partners, Ltd., and a mutual fund analyst at Charles Schwab.

Revised class schedule in red.

• 10 meetings
• Oct. 3 to Dec. 12: Sat., 9 am-12 pm (no meeting Nov. 28)
• San Francisco: Room 810, UC Berkeley Extension Downtown Center, 425 Market St., 8th Floor (enter on Fremont St.)
• $690 (EDP 311407)

Quick Enroll	Search