FIN 5530 - Student Managed Investment Fund

A course in which students get hands-on experience in investment research and portfolio management. Under the guidance of an instructor, the students have fiduciary responsibility to manage a portfolio of real money on behalf of the WMU Foundation, subject to the WMU Foundation Investment Policy Statement and other guidelines provided by the WMU Foundation Investment Committee. The students, acting as research analysts, utilize quantitative, qualitative and fundamental analysis to determine whether a financial security should be included in the portfolio. The students must present their research findings to the class. Admission to this unique class is by application, and class size is limited to 10 to 15 students.

Prerequisites & Corequisites: Prerequisite: FIN 3510

Credits: 3 hours

Restrictions: Restricted to majors in Finance and Personal Finance Planning.

Notes: May be repeated for credit. Open to Upperclass and Graduate students.