College of Business and Innovation

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Student Managed Portfolio (SMP)

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Academic Support Services

Contact Us

Dean's Office
5017 Stranahan Hall
419.530.2558
419.530.7744 (Fax)
CoBusiness@UToledo.edu
Student Services
3130 Savage & Associates Business Complex
419.530.2087
419.530.5353 (Fax)
COBIAdvising@UToledo.edu

Prospective Students

FINA- 4480 / FINA- 6480
Student Managed Portfolio Practicum (SMP)

Prerequisite: Fina-3480 (for undergraduates) // Buad-6200 (for MBAs)                                                          
(Students can take the required courses during the summer sessions at UT) 

SMP is designed to give hands-on experience in portfolio management to students by managing $1 Million fund provided by the University of Toledo Foundation (UTF). The course is a pseudo money management firm with fiduciary responsibilities to the UTF. Each student is expected to act as real financial analyst and portfolio manager. Students are responsible for performing their own research to make investment decisions with the guidelines specified in the Investment Policy Statement (IPS). Similar to real-life money managing firms, students are required to prepare quarterly reports and also present their reports to the Board of UT Foundation’s Investment Committee on a quarterly basis as part of their responsibilities.

NOTE: SMP is a two consecutive semesters course. Students can start the course in either semester, and thus be either in Fall/Spring-Cohort or Spring/Fall-Cohort.

APPLICATION PROCESS:

Application process starts during the official course registration period for each semester.

Students cannot apply through the regular registration process. Students must complete and submit the application form.

STAGE-1:

   i.  Fill out the following APPLICATION FORM and then turn it in: 
          Either to Instructor: Dr. Ozcan SezerST-South, Room-4044 
          Or to Finance Secretary: Beth McCartney, ST-South, Room-4039
   ii.  Have your interview with the Instructor: Dr. Ozcan Sezer, ST-South, Room-4044

(For the interview process: Dr. Sezer will personally contact you for the interview)

STAGE-2:

   i.  Students will be notified of their acceptance with a permit to register.
   ii. Students must personally register with the permit provided. 

Thank you for your interest in the SMP!

Last Updated: 4/6/17