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Funds Management

Where investment strategy meets industry demand

Because many investors prefer to leave their money in the hands of an expert, the fund manager plays an important role in the investing world. A skilled funds manager can significantly boost the returns of a portfolio.

Topics Covered

The Security Analysis & Portfolio Management course covers theories and techniques that underlie the construction and management of optimal investment portfolios, emphasizing the risk-return tradeoffs that are appropriate for different types of investors. It explores key elements of the investment management process, including development of objectives and constraints and implementation and management of equity, bond, and balanced portfolios. The Value Investing course focuses on the fundamental value-based approach to investing, e.g., finding undervalued companies based on their estimated intrinsic values. Analysis & Management of Fixed Income Securities focuses on fixed income securities. It provides the tools to analyze and understand various bond structures, yield curve strategies and different fixed income products across the credit spectrum. The Risk Modelling & Financial Trading Strategies course uses cases to simulate the risks and opportunities associated with particular securities or strategies to allow students to learn how to make good investment and risk management decisions when faced with uncertainty and quantifiable risks.

"It’s an established truth of investing that keeping high amounts of cash can act as a drag on fund performance. It's also wrong."

-Mikhail Simutin, assistant professor of finance, in an online article

Requirements to complete

For academic year of 2021-2022, please see (*) footnote below.

You must successfully complete 3 of the following core courses:

 Core courses
  • Security Analysis and Portfolio Management
  • Analysis and Management of Fixed Income Securities
  • Value Investing
  • Sustainable Finance

It is also recommended that students in this emphasis choose other courses from the following selection:

  • Risk Modelling and Financial Trading Strategies
  • Options & Futures Markets
  • Machine Learning and Financial Innovation
  • Financial Statement Analysis
  • Financial Institutions and Capital Markets

* For students in the FT MBA 2022, ME MBA 2022, JD/MBA 2022 and JD/MBA 2023 cohorts only: The requirements will be a total of 3 or more courses from the two categories, with at least one Core course. 

Career paths

The funds management major is designed to prepare students for careers in the funds management industry. The major players in this industry are pension funds, insurance companies, and mutual funds. In each case the investment decisions are shaped by the objectives of the firm or industry. Our objective is to teach the students to both understand the mechanics of how investing is done and to understand the relation between the investment strategy and the underlying needs of the industry. Students interested in a career in the investment industry will find the courses helpful.­­

Flexible Internship Program

For those in the Rotman Full-Time MBA Program, the major provides a unique opportunity for students to integrate and apply management knowledge gained within the program through a 4-month internship. Students are required to complete the course “Applied Management: Placement” in conjunction with a work placement which may be done in the Summer, Fall or Winter terms. Depending on their academic area of concentration/major and career objectives, students will be guided on the best work term option to secure a placement with an employer. Throughout their work placement, students will benefit from enhanced communication with their host employers, tracking of project deliverables and feedback from faculty supervisors.

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