The University of Toledo

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

Prerequisite: FINA- 3480 and/or Instructor's Permission

This course is designed to give hands-on experience in portfolio management by managing $1 Million fund provided by the University of Toledo Foundation. As such, the course is a pseudo money management firm with fiduciary responsibilities to the UT Foundation. Students are responsible for performing their own research to make investment decisions. Also, students are expected to comply with Investment Policy Statement (IPS) of the Fund in their decisions making process. Similar to real-life money managing firms, students are required to prepare quarterly reports and present to the Board of UT Foundation’s finance committee on a quarterly basis. Student in this class are expected to act as real financial analysts and portfolio managers.

APPLICATION PROCESS:

Students cannot apply through the regular registration process. Students must complete and submit the written application. Upon completion, each student must go through an interview process with the instructor to be considered as a part of the future SMP course.

Application process starts: April1 for the next academic year starting in the Fall.

STAGE-1:

   i.  Fill out the following application form; along with the required supporting material
       stated in the application form below, and then turn in:

Application Form

                         Either to Instructor:         Dr. Özcan Sezer, ST-South, Room-4046
                                                                   ozcan.sezer@utoledo.edu

                         Or to Finance Secretary: Susan M. Welch, ST-South, Room-3041

   ii.  Have your interview with the Instructor:    Dr. Özcan Sezer, ST-South, Room-4046

(For the interview: 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 this course!