FIN4530: Investments

Guide to constructing and managing equity and fixed income portfolios for clients using library and Cutler Center tools like Bloomberg, Morningstar, CapitalIQ.

Optimizing Portfolios in Bloomberg

https://www.brainshark.com/brainshark/brainshark.net/apppresentation/splash.aspx?pi=396836258&r=1553509656

What's in this video?

  • Portfolio creation and updates
  • Choosing benchmarks and risk models
  • Setting optimization constraints
  • Managing porfolios and portfolio analytics