Willamette University is a leader in hands-on learning. Here, graduate students gain practical experiences within the business, government, and non-profit world. In fact, we offer a special student investment fund and course experience to prepare students for a future in finance.
Students will follow economic, financial, political, and organizational events in this course to make better investment decisions. Students will apply classroom concepts and techniques to a real portfolio of stocks and exchange-traded funds.
Students enrolled in the investment course apply classroom concepts and techniques to a real portfolio of stocks and exchange-traded funds. As a group, they design an agreed-upon asset allocation mode. They monitor economic, financial, political, and organizational events that affect markets. They consider the market and events from the U.S., regional and global viewpoints and a risk tolerance model.
They ultimately gain real professional experience making investment decisions and understanding the dynamics of financial decision-making. At the end of each semester, the class presents portfolio performance results to a panel of fund managers. Not only do students gain knowledge on how to invest, but they also learn how to professionally present their work to an advisory board.
Students enrolled in the Student Investment Fund course have real-time access to professional financial information. They also utilize the investment boardroom to discuss ideas, develop strategies, and make investments.
Robert and Doris O'Neill donated money for students to manage a $500,000 Student Investment Fund. The Willamette community is extremely thankful for this donation, allowing students to gain investment portfolio experience during their education.
