25625 UTS Student Managed Fund
6cpRequisite(s): 24 credit points of completed study in 24.0000000000 Credit Points spk(s): MAJ08440 Finance Major BBus OR 18 credit points of completed study in spk(s): SMJ08123 Finance Sub-major BBus
These requisites may not apply to students in certain courses.
There are course requisites for this subject. See access conditions.
Undergraduate
Notes
Enrolment in the subject requires a student to have completed at least 24 credit points within a Finance major or at least 18 credit points within a Finance sub-major.
The enrolment period will commence between December - January for the Autumn session and May - June for the Spring session.
Further information about the program and application process is available at UTS Anchor Investment Fund.
Description
This subject provides high-achieving students with advanced training in equity research and portfolio management in the context of a real investment fund. The subject challenges students to apply their training and investment knowledge to manage a live portfolio of Australian securities, providing a unique internship-like experience of the functioning of the funds management industry.
Under the supervision of an Investment Advisory Committee (consisting of the subject coordinator, UTS staff, and industry practitioners), students are responsible for formulating investment recommendations and for pitching their ideas to the committee. Students are also required to assist in the construction, monitoring and management of the fund, providing students with an appreciation of the day-to-day operations of a real investment fund. For example, how trade ideas are generated and approved, how trades are executed, and how investment performance is measured and managed.
Detailed subject description.