Student model portfolio



JIBS Global Balanced Portfolio

The JIBS Global Balanced Portfolio is actively managed by the degree students with lecturer Lee Morris.

The portfolio serves as a method of applying the academic theory of the BSc (Hons) International Financial Services degree to contemporary issues within portfolio management, including asset allocation and the development of a robust and repeatable investment philosophy and process.

Managing the portfolio provides students with first-hand experience within investment management and enables students to gain a feel of markets, while exposing them to strategic and tactical asset allocation decisions and an insight into instruments to express these views.

Download the most recent performance review by clicking on the image.