Student Investment Group - Portfolio Management Committee

Portfolio Management Committee

The Portfolio Management Committee (PMC) is comprised of students with a strong interest in finance and the capital markets. PMC members work together on analysis, research, and evaluation for further investment of the SIG Portfolio.
The only requirement to join this committee is to have already taken or plan on taking the (FINA 3770) Foundations of Financial Investments course, which is offered as an elective so that both business and non-business majors may take it.

This committee is ideal for students pursuing a career in, or just a better understanding of, financial investments.

PMC Responsibilites:

Assuring the Portfolio complies with SIG constitution.
Provide necessary reports each quarter and at the close of each semester.
Evaluate and benchmark club performance relative to suitable benchmarks.
Research, evaluate, and present prospective investments for voting.

Senior and Junior Analysts

The PMC is broken down into two levels: the Senior Analyst level and the Junior Analyst level.

Senior Analysts are students with a strong understanding in finance and who have previously served at least one semester in the PMC. Senior Analysts focus their research on more specific portfolio management strategies, investment valuation, and financial statement analysis. Each Sr. Analyst is paired with a Jr. Analyst team to provide knowledge and experience to the teams investment proposals. Each team presents investment recommendations to the PMC and then to the Executive Committee for voting.

The Junior Analyst level is comprised of first year PMC members and focus on the fundamentals of Stock Market investing and financial valuation. The PMC will have weekly meetings to cover necessary material, but Jr. Analysts are expected to work closely with Sr. Analysts for in depth explanations and directions.

Portfolio Management Resources: