FI435 - Portfolio Management

Hands-on training analyzing portfolio performance in a trading laboratory setting. Students prepare written quarterly and annual performance reporting for the Cline Student Managed Investment Fund securities and make recommendations to adjust current security selections. Professionally manage the funds risk and expected return, effectively communicate trade recommendations at the Limestone Student Research Symposium. The course can be repeated up to 3 times. To count as an elective for the Finance concentration, this course must be repeated 3 times.