間眅埶AV

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Student Investment Advisory Service Practicum BUS 880

Students in this course will manage the Student Investment Advisory Service (SIAS) fund which includes $10 million of the university's endowment portfolio, funded by contributions from HSBC Bank Canada and Lohn Foundation. SIAS fund follows a value investing mandate set by the client (間眅埶AV) through a conservative investment policy statement. The fund is composed of four actively managed asset classes: Cash, Canadian Equity, Global Equity and Fixed Income. SIAS fund reports monthly compliance and performance to the client and faculty advisors. Additionally, performance review presentations are held on a quarterly basis. Students must be enrolled in BUS 880 no later than the second term of enrollment and throughout the program in order to successfully complete the course. Graded on a satisfactory/unsatisfactory basis.

Section Instructor Day/Time Location
TBD