Gives students practical experience in the acquisition, managing, and monitoring of investment securities and entry and exit decisions with an application to managing the funds held in the Investment Account of the Student Managed Portfolio Trust (SMPT). Students will develop skills related to managing a group of financial analysts to compare and contrast the relative merits of investment opportunities among different industries and asset classes. The legal and ethical considerations of investing will be emphasized throughout. Weekly hours: 1.5 Seminar/Discussion hoursPermission of the department required. Prerequisite(s): COMM 363.3, COMM 367.3 Note: Students can receive credit for only one of COMM 471.3 and FIN 871.3.
Gives students practical experience in the acquisition, managing, and monitoring of investment securities and entry and exit decisions with an application to managing the funds held in the Investment Account of the Student Managed Portfolio Trust (SMPT). Students will develop skills related to managing a group of financial analysts to compare and contrast the relative merits of investment opportunities among different industries and asset classes. The legal and ethical considerations of investing will be emphasized throughout. Weekly hours: 1.5 Seminar/Discussion hoursPermission of the department required. Prerequisite(s): COMM 363.3, COMM 367.3 Note: Students can receive credit for only one of COMM 471.3 and FIN 871.3.