FIN 425W - Student Investment Fund

Units: 3; UWR
Students will manage a real investment portfolio and engage in hands-on market research. Use financial models in Microsoft Excel to quantitatively analyze large datasets of company fundamentals. Write analyst reports and present recommendations to the SIF Advisory Board.

Breadth Area(s) Satisfied: University Writing Requirement
Prerequisites: Departmental Consent and FIN 300, satisfactory completion of GE 1A, 1B, 1C, 2 (all with C- (CR) or better) and second composition
Possible Instructional Methods: On-ground.
Grading: A-F grading only.
Student Learning Outcomes - Upon successful completion of this course students will be able to:

Identify and explain key approaches to investing, market sectors, diversification, and the interplay between return and risk in portfolio management.
Use financial models in Microsoft Excel and apply statistical procedures to quantitatively analyze large datasets of firm fundamentals.
Write professional analyst reports to effectively convey recommendations to the Student Investment Fund Advisory Board.
Collaborate with peers to research stock reports and orally present their analyses and findings.