Student Managed Investment Portfolio
The main purpose of this course (FIN 357) is the management of a portfolio worth about $400,000 sponsored by the University. The students who manage the SMIP engage in direct contact with leading financial analysts and hedge fund managers. The students conduct research on individual companies, use Bloomberg terminals and stock analysis packages, and create PowerPoint proposals to recommend purchases and sales. The class then votes to approve or reject the recommendation.
What's unique about this course?
- Compete against 140 other SMIPS at the Global Asset Management Education Forum held in in March and sponsored by Quinnipiac University and NASDAQ-OMX.
- Prepare for a career in equity analysis
- Learn how to use stock analysis packages, such as Bloomberg terminals, Stock-Val, and Telerate
- Apply real-world knowledge towards investment decisions
- Attend various conferences and events
- Engage in direct contact with leading financial analysts and hedge fund managers
What students think about the course:
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. For the 2017 calendar year, Lubin's Student Managed Investment Portfolio (SMIP) returned 28.4%, outperforming its benchmark indices: the Dow Jones Industrial Average (DIJA) 25.1%, the S&P 500 19.4%, and the Nasdaq Composite 26.8%. In the average year for this decade, the SMIP outperformed the Dow by 383 basis points, the S&P 500 by 428 and the NASDAQ by 66.
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 firstname.lastname@example.org.
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