Asset Management

Asset management forms a critical link in how individuals and organizations prepare for the future—from the mutual fund that underlies millions of retirement accounts to the endowment that sustains a major cultural institution to the sovereign wealth fund that benefits a whole nation. With new technologies, ever-expanding global markets, shifting regulatory requirements, and increasing competition, the demands and opportunities in the industry have grown exponentially more complex. To succeed, you need to master the technical skills of an investor. To be a leader, you also need an in-depth understanding of how markets and organizations function across economies, and the vision to see how global trends are going to affect your business. 

Yale’s first-rate business curriculum and depth of knowledge in finance provide a foundation for your aspirations. You’ll also draw on the full power of Yale University and our network of graduates in the field, as you gain the elevated perspective to see the big picture that enables you to be a leader.


"The business of asset management demands a whole set of MBA skills. For instance, any asset management company is exquisitely dependent upon selecting people of high integrity to handle investors’ money, and so their futures. How do you find and retain the right people? How do you identify and meet client’s needs? How should services be priced? You’re constantly dealing with innovations from your competitors, as well as the drumbeat of information technology and shifting regulatory requirements.”
William N. Goetzmann, Faculty Director, Asset Management, & Edwin J. Beinecke Professor of Finance and Management Studies

 

Progression

Alongside the integrated core curriculum, in your first year, you will increase your grasp of big ideas and trends in investments by participating in the Colloquium on Asset Management Leadership, a series of candid talks with leaders of major investment funds, heads of hedge funds, policymakers, and other people shaping the field. In addition, you will build your network and benefit from the perspectives and experiences of classmates from all facets of the industry.

In the second year, you deepen your expertise. You take a slate of advanced business and management courses, and a series of deep explorations of topics in asset management. These courses are taught by experts from the School of Management, drawing on the leading academic expertise of the International Center for Finance, and other parts of the university. A capstone course structured around major challenges in asset management will deepen your learning and link back to the essential business skills taught in the core. 

Core courses

Basics of Accounting  Basics of Economics Probability Modeling and Statistics
Negotiation Problem Framing Spreadsheet Modeling
Competitor Customer Investor
Sourcing and Managing Funds Managing Groups & Teams Employee
Operations Engine Global Macroeconomy State and Society
Innovator Integrated Leadership Perspective  

Sample Advanced Management Courses

Competitive Strategy Corporate Finance Managerial Controls
Entrepreneurship Financial Reporting  

Asset Management Courses

Investments: Marketable Securities Investments II: Alternatives Finance and Society
Portfolio Management I Portfolio Management II Operational Risk and Innovation
Behavioral Finance Asset Management Capstone  

 

This list represents current and planned program content. Exact course lineup and/or titles may change.