You must successfully complete the finance core (FINA 330, 340, 350). Keep in mind that although your performance in all classes is taken into consideration, performance in FINA 340 is weighted more heavily.
Join the Student Managed Portfolio and gain real-world experience in investments and portfolio management. This program receives support from the NIU Foundation.
This course may be repeated twice by enrolling in FINA 445 and then FINA 446.
The fund invests in U.S. companies and American Depositary Receipts (ADRs) with market capitalizations of $1 billion or more. The fund is 100 percent equity and is value style. Current holdings are closely monitored and ratios are compared to the industry averages on a weekly basis. At any given time, the fund has between 30-40 holdings.
As a student analyst, you will improve your research skills by utilizing Bloomberg Professional and Wharton Research Data Services (WRDS) along with publicly available data from sources such as Yahoo Finance for valuation purposes.
You must successfully complete the finance core (FINA 330, 340, 350). Keep in mind that although your performance in all classes is taken into consideration, performance in FINA 340 is weighted more heavily.
You will need to fill out an application form. Paper copies are also available in the finance department. For further information, please contact the advisor, Gina Nicolosi, Ph.D., at 815-753-6391 or gnicolos@niu.edu.
The class meets twice a week (once a week over the summer), but you are also expected to meet with your fellow analysts outside of class.
It varies from week to week, but plan on spending your time doing research, working on projects and helping update the SMP webpage. Further, outside of the regular class meetings, you are expected to periodically participate in external presentations, observe actual executive committee meetings, travel to the offices of local alumni for site visits, and participate in College of Business recruiting events, such as open houses and Welcome Days.
We are allowed to invest in large-cap equities (over $1 billion) and equity mutual funds.
For the most current value, please see the Portfolio Holdings.