Finance Capstone: Managing a Student Investment Fund

Course content

1. 1The fund mandate and investment policyComing
2. 2Setting up research coverageComing
3. 3Economic and market outlookComing
4. 4Industry analysisComing
5. 5Pitching a stockComing
6. 6Pitching a bond or fundComing
7. 7Building the portfolioComing
8. 8Risk limits and monitoringComing
9. 9Trading and rebalancingComing
10. 10Performance reportingComing
11. 11Writing the annual reportComing
12. 12Presenting to the boardComing

Requirements

• FIN-330 Portfolio Management
• FIN-340 Financial Statement Analysis and Valuation

Recommended background. You can start any course at any time.

Description

Run a simulated investment fund from policy to pitch: research, portfolio construction, risk limits, reporting and a final presentation to a board.

Part of the Business stream, typically taken in year 4.