FIN 4083 - Johnson Investment Counsel Student-Managed Fund, Portfolio Manager

Institution:

University of Cincinnati-Main Campus

Subject:

Description:

In this sequence of courses (FIN 4081, FIN 4082, FIN 4083), undergraduate students manage the Johnson Investment Counsel Student-Managed Fund (hereafter referred to as the "Fund"), an actual portfolio of equity, fixed income, and alternative investment securities. The main goal of the Fund is to provide a rich applied educational opportunity for its members, providing hands-on experience at both portfolio management (including asset allocation, security analysis and selection, and industry analysis) and process management (including leadership, delineation and delegation of responsibilities, process and performance evaluation, external relations, and recruiting). The Fund has a hierarchical organizational/management structure that defines a set of positions, each with a well-defined set of activities, responsibilities, and, oversight. Specifically, the over-all portfolio consists of three sub-portfolios organized by asset class: equity, fixed income, and alternatives. Each asset class by portfolio managers (who are enrolled in FIN 4083) who are supported by a set of Junior Analysts (enrolled in FIN 4081) and Senior Analysts (enrolled in FIN 4082).

Credits:

1.00

Credit Hours:

Prerequisites:

Corequisites:

Exclusions:

Level:

Instructional Type:

Lecture

Notes:

Additional Information:

Historical Version(s):

Institution Website:

www.uc.edu

Phone Number:

(513) 556-6000

Regional Accreditation:

North Central Association of Colleges and Schools

Calendar System:

Semester

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