ISC 111 - Portfolio Management

Course Units: 0

Students in this course manage a portion of Union College’s endowment known as the Student Investment Fund (SIF). The students are responsible for monitoring the fund’s performance, asset allocation, security selection, and governance. Student presentations make up most of the course. These consist of portfolio performance reviews, investment pitches, divestment pitches, industry research reports, recommendations on voting shares owned by the fund. Students will work in teams with more senior students mentoring their junior peers. This course can be taken 3 times to receive 1 credit.