This course extends the in-class knowledge that students have gained from their Investments course. It provides real-life learning in equity research, financial analysis, stock selection, and portfolio management through hands-on experience with a real-money portfolio. Students will take on the role of analysts and be introduced to principles and procedures for operating an investment fund. They will assist portfolio managers (students enrolled in FIN 750) in updating holdings, providing research reports, and making investment decisions. See teaching department for consent criteria.Weekly
This course extends the in-class knowledge that students have gained from their Investments course. It provides real-life learning in equity research, financial analysis, stock selection, and portfolio management through hands-on experience with a real-money portfolio. Students will take on the role of analysts and be introduced to principles and procedures for operating an investment fund. They will assist portfolio managers (students enrolled in FIN 750) in updating holdings, providing research reports, and making investment decisions. See teaching department for consent criteria.Weekly
