Nov 21, 2024  
2024-2025 Undergraduate Bulletin 
    
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2024-2025 Undergraduate Bulletin
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ACCT 252 - Performance and Risk Management Reporting for Pooled Fund Vehicles

2023-2024 Catalog Year

Credit(s): 1
Lecture: 1
Non-Lecture: 0


This course builds on the student’s familiarity with the basic pooled fund reporting model to examine the content, form and role of specialized reports that detail exposure to various investment risks. Participation in Geneseo’s Student Managed Investment Fund (SMIF) as a Senior Sector Accounting Officer and active participation in the SMIF’s regular meetings are required components of the course. Readings emphasize the diverse information needs of fund investors, fund managers and compliance officials with a particular focus on the role of risk analysis in the comparative reporting of performance.

Prerequisite(s): ACCT 251  
Offered: Once a Year





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