Financial Research and Learning Lab

This winter, the Telfer Asset Management League will take a new direction.

At the end of January, we will form a team of asset managers to manage a simulated diversified portfolio during the winter semester. Throughout the month of February, the selected team members will determine an optimal asset allocation and then work on a tactical asset allocation to decide the weights of various asset classes in order to outperform a benchmark. At the beginning of March, the group will present their implemented portfolio and strategy to all interested parties. In early April, they will produce a fund report.

By the end of the semester, those chosen for the team will have gained valuable experience in the basics of asset allocation. Additionally, they will be invited to join the team that will register for the 2025 McGill International Portfolio Challenge (MIPC).

To select the students who will join the team, we will consider several criteria including: returning MIPC participant, availability, completion of the portfolio modules in Bloomberg, participation in the January training sessions, and ranking on a competition quiz.

The MIPC provides a rich forum for knowledge and exchange on current sustainability issues, bridges the gap between academia and industry, and provides an excellent experiential learning opportunity for students to tackle real-world problems. 

The MIPC supports the objectives of the CIBC Office of Sustainable Finance by incorporating training, thought leadership, and student engagement aimed at generating new insights and knowledge that will help companies think differently, and more effectively, about incorporating sustainable finance into their investment models.