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St. Bonaventure University Students in Money Management

St. Bonaventure University Students in Money Management


St. Bonaventure University Students in Money Management's financial review

Employees

50


St. Bonaventure University Students in Money Management information

Students in Money Management (SIMM) provides an experiential learning opportunity that extends beyond a normal classroom environment. Here in SIMM, we manage real money based on our own valuation techniques and portfolio strategies, and the gains and losses we experience are real. We gain hands-on experience in portfolio management, investment strategies, valuation techniques, and more! The portfo...
Students in Money Management (SIMM) provides an experiential learning opportunity that extends beyond a normal classroom environment. Here in SIMM, we manage real money based on our own valuation techniques and portfolio strategies, and the gains and losses we experience are real. We gain hands-on experience in portfolio management, investment strategies, valuation techniques, and more! The portfolio is managed with approximately $530,000 AUM. Students determine and implement asset allocation, analyze market sectors, and coordinate administrative logistics.The Equity Fund, with $530,000 Assets Under Management (AUM) is under Management. The objective is to generate positive returns in rising markets through investments in Equity Securities, Exchange-Traded Funds, and Fixed Income Securities.

St. Bonaventure University Students in Money Management industries

Bloomberg essentials certification
Equity valuations
Portfolio management
Risk management

St. Bonaventure University Students in Money Management's financial review

Employees

50

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Employees

VP, Business Risk Officer
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Business Analyst
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