WClasses

AFM 428 - Investment Management - Junior Portfolio Manager

This course provides students hands-on training in equity valuation and portfolio management. As a junior portfolio manager, a student will make allocations in two sectors, monitor the performance of the existing equity holdings in these two sectors, mentor two analysts, make equity trading decisions for these two sectors, and present portfolio performance reports to the investment team and the advisory board.

Prerequisites

AFM274 or AFM275/AFM372/ACTSC391; Accounting and Financial Management, Biotechnology/CPA, Computing and Financial Management, Mathematics/CPA, or Sustainability and Financial Management students

Corequisites

None

Antirequisites

None

Offerings

Spring 2026 [1265]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 00122530 / 10

Winter 2026 [1261]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 00133500 / 1016:00 - 17:20 M,W

Fall 2025 [1259]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 00135001 / 1016:00 - 17:20 M,W

Spring 2025 [1255]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 00123089 / 1016:00 - 17:20 M,W

Winter 2025 [1251]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 00134323 / 1016:00 - 17:20 M,W

Spring 2024 [1245]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 001233911 / 1019:00 - 21:50 M

Winter 2024 [1241]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 00134600 / 1016:00 - 17:20 M,W

Fall 2023 [1239]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 00134800 / 1016:00 - 17:20 M,W

Spring 2023 [1235]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 001234812 / 1016:00 - 17:20 M,W

Winter 2023 [1231]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 00134763 / 1011:30 - 12:50 M,WML 354Ranjini Jha

Fall 2022 [1229]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 00137791 / 1016:00 - 17:20 M,WHH 2104Ranjini Jha

Spring 2022 [1225]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 00123605 / 1016:00 - 17:20 M,WHH 2107Garvin Blair

Winter 2022 [1221]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 00134992 / 1016:00 - 17:20 M,WHH 1104Ranjini Jha

Fall 2021 [1219]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 00136264 / 1016:00 - 17:20 M,W Garvin Blair

Spring 2021 [1215]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 041228110 / 1009:00 - 11:50 M Ranjini Jha

Winter 2021 [1211]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 04135541 / 1016:00 - 17:20 M,W Ranjini Jha

Fall 2020 [1209]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 04136685 / 1 Ranjini Jha

Spring 2020 [1205]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 001237311 / 10 Ranjini Jha

Winter 2020 [1201]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 00135714 / 1017:30 - 18:50 MHH 2104Andrew Ecclestone

Fall 2019 [1199]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 00136376 / 117:30 - 18:50 M,WHH 2104Andrew Ecclestone

Spring 2019 [1195]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 001235411 / 1016:00 - 18:50 WHH 2107Garvin Blair

Winter 2019 [1191]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 00134981 / 1017:30 - 18:50 M,WHH 1108Ranjini Jha

Fall 2018 [1189]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 00135705 / 117:30 - 18:50 M,WHH 2104Garvin Blair

Spring 2018 [1185]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 00122916 / 2517:30 - 20:20 ThHH 1106Andrew Peter Ecclestone

Winter 2018 [1181]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 00136662 / 1017:30 - 20:20 ThHH 1106Garvin Blair

Fall 2017 [1179]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 00137613 / 117:30 - 18:50 T,ThHH 2104Andrew Peter Ecclestone

Spring 2017 [1175]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 00123524 / 2517:30 - 20:20 THH 2104Andrew Peter Ecclestone

Winter 2017 [1171]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 00135684 / 1019:00 - 20:20 T,ThHH 2104Andrew Peter Ecclestone

Fall 2016 [1169]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 00139371 / 117:30 - 18:50 T,ThHH 2107Andrew Peter Ecclestone

Spring 2016 [1165]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 001243411 / 116:00 - 17:20 T,ThHH 1104Craig Geoffrey

Winter 2016 [1161]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 00142815 / 1017:30 - 18:50 T,ThHH 2104Andrew Peter Ecclestone

Fall 2015 [1159]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 00144736 / 1 Andrew Peter Ecclestone

Spring 2015 [1155]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 00126468 / 1 Ranjini Jha

Winter 2015 [1151]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 00143981 / 1 Ranjini Jha

Fall 2014 [1149]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 00179063 / 1 Ranjini Jha

Spring 2014 [1145]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 00147154 / 1 Ranjini Jha

Winter 2014 [1141]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 00179783 / 1 Andrew Peter Ecclestone

UW Flow Ratings

Liked: 100.00%

100.00%

Easy: 100.00%

100.00%

Useful: 100.00 %

100.00%

AFM 428 leads to