Intrieri Family Student Managed Fund - Associate Analyst Practicum

Catalog description

In this course, students will provide research support for the Officers and Lead Analyst for the Intrieri Family Student Managed Fund, an actual investment fund that currently holds a stock portfolio of approximately $250,000. The student will serve as economic, industry, and security financial analysts and portfolio managers in concert with the Standards of Practice Handbook from the CFA Institute. These standards are integral to the curriculum for all three levels of the Chartered Financial Analyst exam.