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FIN 401 Student Managed Funds (3 credits)

This course provides students an opportunity to manage investments. The objective is to earn risk-adjusted returns competitive with the benchmark index. The class decides early in the semester the style of investing and chooses the appropriate index for performance evaluation. Each student is a research analyst and a sector specialist and participates in the construction of the portfolio. Each sector is represented by a sector team. Also, each student has a functional role. Prerequisite course for undergraduate finance majors is FIN 301 Investments. FIN 402 Portfolio Management is highly recommended. The course emphasizes the valuation principles and modern portfolio theory.

Prerequisites: FIN 200, FIN 301, DSS 210.