Keywords
K2N, Dotaciones, educación financiera, mentores, enseñanza universitaria, inversiones., Endowments, financial education learning, mentoring, teaching university, investments.
Desarrollo de un programa formativo en Applied Investment Management siguiendo el curriculo del CFA
Abstract
En el contexto actual de innovación en el ámbito de educación financiera, se presentan y analizan los programas de universidades, principalmente americanas, basados en experiencias reales en fondos de inversión en tiempo asimismo real. En general, dichos programas financian los fondos de inversión a raíz de dotaciones (university endowment). Para el presente trabajo de fin de grado se ha tomado como referencia el programa AIM de la Universidad Marquette (miembro de la red global de universidades jesuitas) basada en la experiencia directa de la autora del TFG como alumna de la Marquette durante el curso 2019-2020 y primer semestre del curso 2020-2022. Dicho programa permite a los alumnos trabajar en calidad de analistas buy-side eligiendo empresas (que coticen en los mercados bursátiles) infravaloradas por el mercado en dicho momento, pero potencialmente fuertes a futuro. Asimismo, el contenido del programa abarca un 70% del CFA por lo que incide positivamente en el desarrollo educativo de los alumnos. Se propone, a raíz de los beneficios que suponen estos programas tanto para las universidades como para los alumnos, un programa de índole similar adaptado a las características propias de la Universidad Pontificia Comillas y al contexto universitario español.
In the current context of innovation in the field of financial education, many universities (especially in the US) offer within their majors, academic programs based on investment funds managed by students on a real time basis. These university investments funds are generally financed with endowments. Throughout this thesis, the AIM program from Marquette University (US) is taken as a reference to show the main characteristics based on the experience of the author of this study during the years 2019 and 2020. The program allows students to work as buy-side analysts by picking undervalued stocks by the markets with strong potential to be a buy recommendation. And therefore, to be included in the universities’ portfolio. The content of the program also covers 70% of the CFA certificate and thus, produces a positive incentive in the students. To conclude, due to the benefits that the investment fund managed by students brings for both, academic institutions and students, it is proposed among this thesis a similar program adapted to the characteristics of Universidad Pontificia Comillas and current situation of the country.
In the current context of innovation in the field of financial education, many universities (especially in the US) offer within their majors, academic programs based on investment funds managed by students on a real time basis. These university investments funds are generally financed with endowments. Throughout this thesis, the AIM program from Marquette University (US) is taken as a reference to show the main characteristics based on the experience of the author of this study during the years 2019 and 2020. The program allows students to work as buy-side analysts by picking undervalued stocks by the markets with strong potential to be a buy recommendation. And therefore, to be included in the universities’ portfolio. The content of the program also covers 70% of the CFA certificate and thus, produces a positive incentive in the students. To conclude, due to the benefits that the investment fund managed by students brings for both, academic institutions and students, it is proposed among this thesis a similar program adapted to the characteristics of Universidad Pontificia Comillas and current situation of the country.
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URI / Handle
http://hdl.handle.net/11531/46981Rights
Attribution-NonCommercial-NoDerivs 3.0 United States