UNIVERSITY OF CALGARY

FNCE463: Portfolio Theory and Management

Comprehensive Revision Guide and Notes 2026

Part 01: About This Guide

Part 02: Sample Examination

Part 03: Suggested Solutions to Exam Paper

Part 04: Study Tips for Students

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University of Calgary - FNCE463: Portfolio Theory and Management

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ACADEMIC YEAR 2026 - 2027

University	University of Calgary
Study Level	Undergraduate
Course Code	FNCE463
Course Name	Portfolio Theory and Management
Notes Title	Comprehensive Revision Guide and Notes
Page Length	27

Prepare for success in FNCE463: Portfolio Theory and Management at the University of Calgary with this comprehensive revision guide and notes. Updated to encompass all course topics, this self-study resource guarantees thorough preparation for exams by providing sample questions with detailed answers, insights into exam formats, and crucial tips for managing test anxiety and navigating questions effectively. Featuring comprehensive notes and clear explanations, students benefit from practical advice that enhances their understanding and readiness for academic achievement.

This course covers key aspects of financial asset grouping, including portfolio analysis and its application to portfolio management. It delves into capital market theory and the methods for measuring financial performance while accounting for risk. To enroll, students must be admitted to the Haskayne School of Business and have completed Business Finance 317 and 443.

Key Areas of Focus:

Understand how to group and analyze financial assets.
Apply portfolio analysis to manage investment portfolios.
Learn about capital market theory.
Measure financial performance while considering risk.
Evaluate the risk and return of different investment options.
Develop strategies for effective portfolio management.
Analyze the impact of market conditions on portfolio performance.
Use financial tools to make informed investment decisions.

COURSE CODE	COURSE NAME
ACCT 217	Introductory Financial Accounting
ACCT 323	Introductory Managerial Accounting
ACCT 341	Intermediate Financial Accounting I
ACCT 343	Intermediate Financial Accounting II
ECON 201	Principles of Microeconomics
ECON 203	Principles of Macroeconomics
ECON 230	Microeconomic Theory
ECON 357	Intermediate Economic Theory Microeconomics II
ECON 395	Introduction to Econometrics
FNCE 317	Financial Management
FNCE 443	Security Analysis and Investments
FNCE 445	Futures and Options
FNCE 463	Portfolio Theory and Management
FNCE 467	Financial Risk Management
MKTG 317	Foundations of Marketing
OBHR 317	Organizational Behaviour
SGMA 395	Business Law for Strategic Decision-Makers
STAT 213	Introduction to Statistics I
STAT 217	Introduction to Statistics II
STAT 429	Linear Models and Their Applications
STAT 505	Time Series Analysis

MITCA

Updated for 2026

University of Calgary - FNCE463: Portfolio Theory and Management

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