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Student Investment Advisory Service Practicum BUS 880

Students in this course will manage the Student Investment Advisory Service (SIAS) fund which includes $10 million of the university's endowment portfolio, funded by contributions from HSBC Bank Canada and Lohn Foundation. SIAS fund follows a value investing mandate set by the client (SFU) through a conservative investment policy statement. The fund is composed of four actively managed asset classes: Cash, Canadian Equity, Global Equity and Fixed Income. SIAS fund reports monthly compliance and performance to the client and faculty advisors. Additionally, performance review presentations are held on a quarterly basis. Students must be enrolled in BUS 880 no later than the second term of enrollment and throughout the program in order to successfully complete the course.

Section Instructor Day/Time Location
G100 TBD