Student Managed Investment Portfolio

The main purpose of this course (FIN 257) is the management of a portfolio worth about $250,000 sponsored by the University. Students will research individual companies and recommend purchases and sales. The class then votes to approve or reject the recommendation.

What's unique about this course?

• Compete against 300 other SMIPS @ Redefining Investment Strategy Education Conference held in Dayton, Ohio in April sponsored by the University of Dayton's Center for Portfolio Management
• Prepare for a career in equity analysis
• Learn how to use G-PACT stock analysis packages, such as Stock-Val and Telerate
• Apply real world knowledge towards investment decisions.
• Attend various conferences and events.
• Direct contact with leading financial analysts and hedge fund managers

What students think about the course:

Professor Ron Filante

Students who took the course enjoyed the "real world exposure to equity research and fund management," and "hands-on experience." They also enjoyed beating the S&P, Dow, and NASDAQ indices. We gained 11.5% in 2007, compared to 3.5% for the S&P 500 Index.

Permission of the instructor is required to register for this course. Interested students should come in to see Professor Ron Filante. All majors are welcome

Telephone (914) 773-3708, e-mail rfilante@pace.edu.

To expedite the process, submit a brief application with the following information:

• Other courses you have taken that prepare you for this course
• Your life/career details that make this course a good fit for you
• What you want to take away from the course

For more information, please contact Professor Ron Filante.