2021-2022 Undergraduate Academic Catalogue 
    
    Oct 31, 2024  
2021-2022 Undergraduate Academic Catalogue [ARCHIVED CATALOG]

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FI 434 - Student Managed Sellinger Applied Portfolio Fund

(3.00 cr.)

Exposes students to the portfolio management process through experiential learning. Students serve as portfolio and investment managers charged with managing the Sellinger Applied Portfolio Fund in a manner consistent with the core goals and philosophy of the Loyola University Maryland Endowment. Topics include asset valuation, constraint setting, asset allocation, asset selection, risk management, and performance evaluation. The behavioral aspects of finance are also considered. Students also gain experience with databases used by finance professionals. Written or electronic permission of the instructor.

Prerequisite: FI 322 , or FI 380  and FI 381  
Restrictions: Restricted to seniors.

Sessions Typically Offered: Fall/Spring
Years Typically Offered: Annually



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