FIN4801 Student Managed Portfolio II

Elon's Student Managed Portfolio is comprehensive, hands-on experience in modern portfolio management. Students use their financial, accounting, and economic foundations to value firms and identify investment opportunities. They do this while running a real, long-only equity portfolio. Students assume various roles, such as equity analysts, portfolio managers, risk and compliance, and investor relations. Bloomberg and Factset are used extensively. This course is 2-credit hours and should be taken both Fall (FIN 4800) and Spring (FIN 4801) semesters, for a total of 4 FIN elective credit hours, unless permission otherwise is granted by the Finance Department.

Credits

2 sh

Prerequisite

A grade of C+ or better in FIN 3430. Students must take Investments (FIN 4120) before applying to the student managed portfolio.

Offered

• Spring

Learning Outcomes

1. Learn how the goals of an institutional investor are reflected in their investment policy statement and portfolio decisions.
2. Become proficient in the use of Bloomberg and Factset for equity and portfolio analysis.
3. Learn how to apply advanced equity valuation techniques within a equity portfolio context.
4. Understand how to measure portfolio risk and performance using modern tools (e.g. factor exposures).
5. Gain experience presenting their analysis to the wider Elon community.