What is the SEED Portfolio?

The SEED Portfolio is an exclusive experiential learning opportunity for students to experience the risks and rewards of portfolio management. With this program students have the opportunity to learn more about portfolio management in a practical setting, making real decisions with real money. In addition, SEED provides the tools that allow students to successfully compete in today’s job market.

The SEED Portfolio program has immense potential for recruitment and fostering relations with the business community. Nonetheless, the SEED focuses on the learning experience of the students and its main goal is to provide the team members with the appropriate skills set to face today’s business world.

Format delivery

This practical experience is delivered through a 6-credit business elective course (BFN 356 SEED Portfolio) over a 2-year period. During their first year, students are in the role of Research Assistants (RA) and in their second year, they become the Portfolio Managers (PM) if they have done well as RA. Students are only officially registered in BFN 356 in their second year.

Periodically, SEED students will pitch their investment ideas and strategies to an external advisory board composed of professionals within the investment industry.

Responsibilities of the RA and PM

The responsibilities of a RA include helping his/her PM in getting valuable information when making a recommendation on a company as well as providing useful information on economic events. They research and report mostly on Canadian companies listed on the TSX. During this period of apprenticeship, the RA’s team is expected to be qualified to take over the portfolio the following year.

Portfolio Managers focus on managing investment portfolios through thorough research, strategy development, and risk management. They build valuation models, track portfolio performance, and report results to faculty and advisory mentors. Portfolio Managers also collaborate with team members, stay informed about market trends, and uphold ethical investment practices.

How can I be part of the SEED Portfolio?

The selection process for new RA’s will take place in the second half of each winter semester. CVs, cover letters and interviews are to be expected throughout the process. Candidates should have a good knowledge and understanding of economic events taking place in the world or other events that could have an impact on the economy. They should also possess solid time management skills and exude professionalism.

An email with the details of the selection process will be sent to all WSB students at that time. Questions about SEED can be addressed to the faculty responsible for SEED: Dominique Toupin (dtoupin@ubishops.ca).