Real-World Immersive Learning
Housed within the curriculum of FIN 450: Applied Portfolio Management, the Student-Managed Portfolio raises the stakes as students manage real funds and assume roles that mirror those they'll encounter at the launch of their careers in the financial sector.
Students begin their experience as equity analysts. They are placed on a sector team and responsible for monitoring the companies in their sector, performing comprehensive financial analyses and presenting recommendations to increase or decrease existing investments. Equity analysts are also expected to research, identify and pitch new investment opportunities for either the growth or value funds.
Successful equity analysts have the opportunity to be promoted to fund managers. Fund managers within the Student-Managed Portfolio make final allocation recommendations for both funds, oversee the completion of cumulative performance reports and present a comprehensive global macro outlook to inform future investment decisions and asset allocation choices.