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Detailed Course Information

 

2025 Winter
Mar 17, 2025
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BUS 393 - UR Investing
The course will manage the UR Investing Endowment Fund. Students taking this course will learn about financial decision-making from the real-world perspective of institutional investors. Students will perform the following duties: 1) develop Investment Policies and Guidelines; 2) conduct industry and firm level research to identify stocks and bonds that fit the fund’s investment objective; 3) trade stocks/bonds and monitor the performance of the fund; 4) meet with investor clients and provide them with regular reports.; and 5) participate in the CFA Research or Ethics Competitions. ***Prerequisite: BUS 093 and permission of the Faculty.*** *Note: Students may only receive credit for one of BUS 393 and BUS 492AD.*
3.000 Credit hours
3.000 Lecture hours

Levels: Undergraduate
Schedule Types: Lecture, Examination

*Business Administration Department

Restrictions:
Must be enrolled in one of the following Levels:     
      Undergraduate
      Graduate

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