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Portfolio Management Foundation

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A real-world learning experience

The UBC Portfolio Management Foundation (PMF) provides a small group of select BCom students with an experience that will provide world-class training in the global capital markets.

Our students learn from and have access to the best investment professionals within and outside of Canada to prepare for careers in investment banking, research, sales and trading, and money management. PMF graduates work in Vancouver, Victoria, Calgary, Toronto, New York, San Francisco, Los Angeles, London, Hong Kong and elsewhere, and they stay actively involved in the program as mentors and supporters.

Program Highlights

A 3-year program for top undergraduates

  • Students admitted in Year Two of UBC BCom

Provides training in the global capital markets, leadership, ethics, and teamwork

  • Money management

  • Research (stock and bond)

  • Sales & Trading (stocks, bonds, currencies, commodities, derivatives)

  • Investment banking

  • Corporate finance

Two internships

 

Active management of a $10 million portfolio provides returns to support the Sauder School of Business

  • Students make all portfolio decisions within broad guidelines set by the Client Committee
  • Students report to the Client Committee, to explain and defend their decisions, every two months

Program timeline

Year 2

Term 1
Attend PMF Info Session for Potential Applicants (to be announced on this website and on COOL in October)

Term 2
Application process to be announced.

New students train as Junior Research Analysts with PMF supervisors and participants.

Year 3

As Research Associate, help manage the fund

Internship in various cities

Year 4

As Fund Manager, manage the fund

April
Upon successful completion of the PMF, receive the Leslie Wong Fellowship

"To be part of their growth allows me to grow as well."

Milton Wong, Co-founder

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