FIN 499A - Applied Portfolio Management

For Finance Majors: FIN 350   and consent of Instructor; FIN 400   and/or FIN 450   or their equivalent are recommended but can be taken concurrently.

For non-Finance Majors: Equivalent relevant major coursework and consent of Instructor; preference given for students who have completed FIN 300 and FIN 350; non-Finance majors interested in taking FIN 499A are also strongly encouraged to work toward a minor in Finance.
Participate in management of actual investment portfolio. Research, monitor, and analyze securities and make, buy and sell recommendations for a student-managed investment fund. Contribute to publication of semi-annual fund report. Conduct market, sector and firm analysis with presentations and outside research.

Letter grade only (A-F).