Stetson University

School of Business Administration

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Objective

The students in the Roland George Investments Program develop their own investment goals, objective and criteria for managing a portfolio of $3.5 million. They function as an investment management firm would, where a complete investment policy is established and revised as needed. Individual security selections are researched using fundamental tools such as Bloomberg.

The students must defend their recommendations to the other students and an investments committee, dominated by students that function much as the senior strategy group of an investment management firm. Their goal is to earn a return that funds the acquisition of special systems and software for the program, as well as to meet operating expenses.

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