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2021-2022 Catalog
FIN 6565: Student Managed Investment Fund I

Course Description for Student Managed Investment Fund I

FIN6565: Student Managed Investment Fund I
Prerequisite:  FIN 6406
Description: This is the first in a sequence of two courses in which students perform the activities of managing a real portfolio of securities. The course is designed to operate like a typical professionally managed fund. In this course, analyst teams are formed and officer positions are assigned. Students establish the criteria for selecting securities, research the prospective investments, generate reports, and make decisions to buy or sell securities. Students accepted into this course must continue to Student Managed Investment Fund II during the next semester. Enrollement in this course is limited by application.
Availability: This course is only offered in the fall.