Student Managed Investment Fund
So, Do You Want to Manage a Million Dollars?
FINA 4480 / FINA 6480
This course is designed to give students a hands-on experience at performing investment
research, investing money, and managing a portfolio prior to entering the work place.
It is available for three credits in the Fall. However, the course encompasses both
Fall and Spring semesters. Students graduating at the end of Fall semester can take
the class but will have a larger workload than two-semester students. MBA students
are also welcome to participate (FINA 6480). Students will be managing a $1,000,000
fund at the UT Foundation and the fiduciary responsibilities for managing these funds
will be stressed. Students are expected to generate investment ideas, research investment
opportunities, and make recommendations based on their analysis. It is the student’s
responsibility to initiate ideas and to recommend specific investment actions. Students
will be expected to prepare reports to an advisory board that will include professional
portfolio managers and to make presentations to the board’s finance committee on a
quarterly basis. Students will be held to the same standards as professional portfolio
Once the application deadline has passed, Dr. Marc Simpson will review the applications
and compile a list of candidates that will be accepted into the program if space permits.
Students will be notified as to whether they have been accepted into the program as
soon as possible. If accepted, students must register in person with Dr. Marc Simpson,
ST-S 4047, 419-530-4319. Email: Marc.Simpson@utoledo.edu