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Oshawa, Ontario L1G 0C5
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Ontario Tech University is the brand name used to refer to the University of Ontario Institute of Technology.

Ontario Tech acknowledges the lands and people of the Mississaugas of Scugog Island First Nation which is covered by the Williams Treaties and are the traditional territory of the Mississaugas, a branch of the greater Anishinaabeg Nation, including Algonquin, Ojibway, Odawa and Pottawatomi. Learn more.

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Ontario Tech University

Jan 13, 2025

2024-2025 Undergraduate Academic Calendar

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2024-2025 Undergraduate Academic Calendar

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BUSI 4455U – Student Managed Investment Fund

The Student Managed Investment Fund (SMIF) is a two-semester sequence of courses whereby a very select group of students manage a live portfolio, which is made possible by a grant from the University Endowment Fund. Students enrolled in this course receive credit for three hours for two semesters. The students selected to manage the fund are entirely responsible for the investment decisions involving the composition of the portfolio. Student managers establish the stock selection criteria, research the prospective stocks, generate reports, and make decisions to invest or liquidate. The faculty instructor serves in an advisory capacity and will answer questions and make periodic presentations on relevant aspects of investments. The final responsibility of the student managers is to create an Annual Report and present it to the Advisory Board at the annual meeting at the end of the second semester.
Credit hours: Delivered over two semesters with 1.5 credits per term, 3 credit hours over Fall and Winter semesters
Lecture hours: 3
Prerequisite(s): BUSI 2401U and BUSI 3405U

Experiential learning: Yes

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