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About PRIME

The Program for Research and Investment Management Excellence (PRIME) is a joint venture of the University of Alberta’s Faculty of Business and the Edmonton Society of Financial Analysts. PRIME represents an innovative partnership between the University of Alberta and the local community of Financial Analysts to provide a select group of University students with hands on investment management experience. The students will manage the PRIME Fund, which will be comprised of monies donated by the ESFA, the University of Alberta and the Edmonton Community.

PRIME requires a two-year commitment by students in their third and fourth years in University. In their third year, students will take FIN 412 and FIN 416. Additionally, they will participate in a Mentoring Program. In this program, they will be assigned to a local Chartered Financial Analyst. These mentors will provide access to investment information services (i.e. Bloomberg). Additionally, students will learn the process of industry, sector, and firm analysis. These skills will help them when they reach the fourth-year component of the program. Additionally, these third-year analysts will have a support role in the portfolio management decisions of the fourth year students who manage the PRIME Fund.

In their fourth year at University, and second in PRIME, students will enroll in FIN 436. This three credit-hour course will provide students with experience managing an institutional asset portfolio. The course will consist of the management of the PRIME Fund. Students will interact with investment professionals in making asset acquisition and divestiture decisions within the institutional framework of the fund. This course draws on and unifies skills related to investment analysis and portfolio theory. The course combines traditional academic objectives with the practical demands of hands on investment analysis and portfolio management. The students will learn by actually using the tools of the trade. These include printed materials, real-time, computerized sources of information, and most importantly, access to practicing analysts and managers. Additionally, students will learn about the differences between institutional and personal investment decisions, the mechanics of trading, the different providers of trading services, and cash management.

The PRIME program combines traditional academic objectives with the practical demands of hands on investment analysis and portfolio management. The students will learn by actually using the tools of the trade. These include printed materials, real-time, computerized sources of information, and most importantly, access to practicing analysts and managers. The experience gained in the PRIME program is comparable to a year's work experience in the eyes of many potential employers and places the graduate in an extremely advantageous job-search position.
 

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