FIN-356 STUDENT MANAGED INVESTMENT FUND I

This course is an experiential course. Students will learn via firsthand experiences the many and varied practical uses and applications of the theories, concepts and principles of security research, security valuation, security selection, security trading and, to a lesser though necessary degree, the design, development, construction and evaluation of portfolios of securities. Experiential learning will occur through active membership, participation and time intensive involvement in Barry University's Student Managed Investment Fund (SMIF) where students will manage a real portfolio of securities. The monies the students will invest are part of Barry University endowment. Students will be assigned to one of five security sector teams (four equity and one fixed income at present) headed by experienced and qualified SMIF members. Additionally, students will be required to participate and contribute to SMIF's financial literacy community service program conducted in partnership with the Finance Academy at William Turner Technical High School. Each student's responsibilities are presented in detail in the course syllabus. Prerequisites: FIN 319, 3.0 GPA; Interviews with and Approvals from SMIF Faculty Advisors. CO-Requisites: FIN 352, FIN 316

Credits

3