Classes and Research

The Lab is used to teach finance classes, support class work and for faculty and student research.


Courses

The Lab is used to hold courses (FNCE 449), support course work (FNCE 471. FNCE 469), and provide software for one class seminars (ENMG 485).

 

 


FNCE 449 Trading and Market Data Management

The course will show students how to find and extract financial data from Bloomberg, Factset and Capital IQ data feeds, and how to use the data in the context of the finance material taught at the Haskayne School. It also give students experience in a real time trading environment, managing a simulated trading book as information arrives. The course emulates many aspects of a trading floor, as used for investment management, risk management and speculative activities.

Application Process

FNCE 471 The Calgary Portfolio Management Trust

A comprehensive hands-on review of the modern theories and applications of portfolio management. Students will be responsible for completing the fiduciary duties of an actual fund manager, reporting to a Board of Trustees. Topics may include: selecting securities, hedging with covered options, benchmarking a portfolio, financial reporting, evaluation of risk, risk/return tradeoffs and management. The Calgary Portfolio Management Trust (CPMT) was established in 1995 as a joint venture between the University of Calgary and the Chartered Financial Analyst (CFA) Society Calgary.

Learn More About CPMT

Finance 469 UCeed Haskayne Student Fund (UHSF)

A comprehensive hands-on review of the modern theories and applications of portfolio management. Students will be responsible for completing the fiduciary duties of an actual fund manager, reporting to a Board of Trustees. Topics may include: selecting securities, hedging with covered options, benchmarking a portfolio, financial reporting, evaluation of risk, risk/return trade-offs and management.

Learn More About UHSF

ENMG 485 Energy Marketing

The course uses the RIT Server and the RIT Client for one session to introduce the students to energy trading.


Research

Faculty and students use Bloomberg, Factset and CapitalIQ for research.