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What started as a small initiative ten years ago has become a competitive student group with an established reputation. This year, the Student Investment Fund (SIF) reaches its 10th year anniversary and two of its faculty mentors, Ranjini Jha and Andrew Ecclestone, reflect on its growth through the past decade.

In December 2021, we competed in the second annual Interactive Business Dashboard Competition (IBDC), a competition sponsored by the University of Waterloo’s Centre for Information Integrity and Information System Assurance (UW CISA). Our task was to develop an interactive business dashboard for a toy store retailer, TTS, where the company can monitor their own performance.

The Student Investment Fund (SIF) is where students receive hands-on training in investment management and work together to manage a portfolio of Canadian and American equities, with the guidance from faculty members and industry professionals. As we celebrate the 10th anniversary of this student-led initiative this year, we spoke to Isaac W. (4B AFM student) who was the chief executive officer (CEO) in the Fall 2021 term, about his experience being a part of the fund during multiple study terms.

How a rainy day changed my life

Hi, I’m Alex, and I am a student in the Accounting and Financial Management (AFM) program at the University of Waterloo. In my spare time, I enjoy reading, working on financial models, and walking my 10-year-old Bichon-Shih Tzu Ozzy (who can be seen in the photo below, proudly sporting his Waterloo bandana).

As I come close to entering my final year at the University of Waterloo, I reflect and realize that there are many things I have learned not only about accounting and finance, but myself.

Hello, I’m Sarah, a second-year student in the Accounting and Financial Management (AFM) program at the University of Waterloo! First year was quite the experience due to the COVID-19 pandemic, nonetheless it was so much fun! If I could go back and give my first-year self some advice, here’s what I would say:

Hi! My name is Aline, and I am a second-year student in the Accounting and Financial Management (AFM) program.

I still remember being extremely excited but at the same time extremely nervous for my first year of university. Before classes started, I set up my account on the school’s website and found out about Waterloo Ready.

Challenge your financial literacy skills this winter

building
Hello! My name is Kelly and I am currently helping the School of Accounting and Finance (SAF) run its semi-annual Financial Literacy Competition (FLC) targeted towards high school students. This year, the FLC is happening on December 8 and 9.

Time management is crucial in achieving a work-life balance!

Jolie, AFM student
Hi everyone! I’m Jolie, a 3A student in the Accounting and Financial Management (AFM) program at the School of Accounting and Finance (SAF). University life is certainly busy, but it doesn’t mean that we don’t have any spare time to do other important things, for example, reflect on ourselves!