The Student Investment Fund

Student Investment Fund logo

Student Investment Fund - Winter 2020 Team

The School of Accounting and Finance has established the Student Investment Fund to provide students with an educational experience in an institutional setting.

The Student Investment Fund provides students hands-on-training in equity valuation and portfolio management with guidance from industry experts and supervision by finance faculty.

How it works

The seed investment of $250,000 has been provided by an anonymous external donor in five installments. The first installment of $50,000 was available for investing in the Spring 2012 term.

The investment objective of the Student Investment Fund is to generate long-term growth of the Fund's assets. The Fund will invest in a broadly diversified portfolio of mid-to-large capitalization stocks of Canadian and U.S. issuers that may provide capital gains or income.

Participation in the Fund is restricted to students enrolled in the following SAF programs:

  • Accounting and Financial Management
  • Mathematics/Chartered Professional Accountancy
  • Biotechnology/Chartered Professional Accountancy
  • Computing and Financial Management
  • Master of Accounting

To avoid conflicts of interest that could arise during co-op terms, students will participate in the Fund only during their study terms.