The Cameron-BancFirst Investment Portfolio is managed by students enrolled in a two-part semester class. The Portfolio Management I class manages a portfolio of $1,000,000 consisting of fixed securities. Cameron University and Banc First have an arrangement consisting of a $1,000,000 line of credit to purchase investment grade bonds. A Portfolio Management Board is set up to manage the fixed income portfolio. Restrictions and guidelines have been placed on the portfolio by the bank and the board. With changes in the economy, modifications can be made to the guidelines by the incoming board. Funding of the portfolio has undergone changes throughout the years and is going to be 17 years strong in 2005.

The Portfolio Management II class manages an equity portfolio of $125,000 consisting of stocks and mutual funds. Funding for the Portfolio II class comes from the profits generated by the fixed income portfolio. Guidelines have once again been placed upon the Portfolio II class by the board. Each semester a client allows the class to analyze their investment portfolio as if the class was an investment broker.

Each student will gain valuable experience in analyzing and choosing various aspects of an investment portfolio. Dealing with real clients and managing real money will offer students learning opportunities that can be used throughout their career and life

At the end of the semester the students give a presentation at a banquet to show progress and efforts in the portfolios.

      

 

BancFirst            http://www.bancfirst.com	Yahoo  finance              http://finance.yahoo.com
Dr T.K's website         http://cameron.edu/~tbhatt	Reuters              http://www.reuters.com/finance.jhtml?src=dg
Wall Street journal              http://www.online.wsj.com/public/us	Money Central              http://moneycentral.msn.com/home.asp
School Of Business              http://www.cameron.edu/business

          
Portfolio Management Board

Spring 1992 Fall 1992 Spring 1993 Fall 1993 Spring 1994 Fall 1994 Spring 1995 Fall 1995 Spring 1996 Fall 1996 Spring 1997 Fall 1997 Spring 1998

Fall 1998 Spring 1999 Fall 1999 Spring 2000 Fall 2000 Spring 2001 Fall 2001 Spring 2002 Fall 2002 Spring 2003 Fall 2003 Spring 2004 Fall 2004

  

                     

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