The Centre is housed within UNB Fredericton’s Faculty of Business Administration. With the award-winning Student Investment Fund (SIF) program as its core, the Centre for Financial Studies fosters excellence in finance and investment educational programming and creates academic and business partnerships. The  Atlantic Symposium is one of the most energetic collaborative initiatives to emerge from the Centre.
The Student Investment Fund program, established in 1998, is a hands-on, real-life investing experience for third year undergraduate and second year graduate business students. The SIF program is unique among North American student-managed funds with its embedded structured study preparation for the Chartered Financial Analyst (CFA) Level One exam. The CFA is the most recognized designation of investment professionals worldwide.
As founding partner of the SIF, the New Brunswick Investment Management Corporation, a pension fund manager with assets now in the order of $8 billion, provided the initial $1 million for the students to invest in the capital markets. The students have grown the pension fund assets to approximately $2 million through informed investment decision-making. Further they have enjoyed learning from senior level investment professionals who visit the SIF Boardroom, recently christened the TSX Group Boardroom. The Boardroom, also known as the financial discovery lab, is equipped with sophisticated, financial industry-standard financial software. Field trips to Toronto and Montreal let students feel the “sizzle” of the real investment world and include private meetings with financial luminaries such as Stephen Jarislowsky. Memorable and valuable experiences to say the least.
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The Student Investment Fund program has gained considerable acclaim through its successes in investment competitions including the prestigious international Redefining Investment Strategy Education Symposium and Competition (R.I.S.E.). UNB’s student-managed fund was the first Canadian university to win two overall categories at the investment competition from a field exceeding 100 universities from around the world.
Click here to learn more about the Student Investment Fund Advantage.
Click here to access the program's 2007 Annual Review.
Click here to access the program's 2006 Annual Review.
Click here to access the program’s 2005 Annual Report.
If you are a potential academic or financial partner, please contact the Centre’s founding director, Glenn Cleland CFA MBA at Cleland@unb.ca or 1 (506) 458-7510
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