FINC 4470

Students are provided a unique opportunity to gain practical experience in investment analysis and portfolio management to prepare them for careers in the investment industry. Students will invest real money to generate real performance. The Student Managed Investment Fund is a two-part course offered over consecutive fall to winter terms, or winter to fall terms. Prerequisite(s): One of Economics 2900 or Statistics 2780 AND Finance 3412 with a minimum final grade of B AND a minimum cumulative GPA of 3.30 Corequisite(s): Finance 3470 Equivalent: Management 4470 (prior to 2021/2022) Recommended Background: Past investment experience Note: Finance 4470 and 4471 must be taken in sequence, in consecutive fall > winter or winter > fall terms, in order to receive full course credit. In the first term, students will register in Finance 4470, with 0.0 credit hours and 1.5 billing hours, and will be given an 'X' grade at the end of that term. In the following winter or fall term, students will register in Finance 4471, with 3.0 credit hours and 1.5 billing hours. At the end of the second term, students will be given a final letter grade for Finance 4471. Students will self-register in Finance 4470 and Finance 4471. Students who do not meet the Finance 4470 requirements relating to a minimum cumulative GPA of 3.30 and a minimum final grade of B in Finance 3412, will be reviewed by the Instructor on case-by-case basis (where registration in Finance 4470 will be allowed only when a prerequisite waiver is approved).