Intrieri Family Student Managed Fund - Fund Officer / Lead Analyst Practicum

Catalog description

Students provide leadership as an Officer or Lead Analyst for the Intrieri Family Student Managed Fund. Students conduct economic, industry, and company financial analysis to recommend investment portfolio decisions. In this course, students will provide leadership as an Officer and/or 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.