NAIT business students to get real experience managing investments

NAIT business students to get real experience managing investments

Published on February 14, 2019

$50,000 student-managed investment fund is the first at a Canadian polytechnic

EDMONTON – The ringing of the stock market ‘opening bell’ launched NAIT’s $50,000 investment fund Thursday, the first student-managed, real-money fund at a Canadian polytechnic.

The fund gives Bachelor of Business Administration Finance students in NAIT’s JR Shaw School of Business the opportunity to make investment decisions with the pressure and responsibility of real capital at risk.

The fund will be operated by students and overseen by an investment committee made up of NAIT instructors and representatives from industry. A faculty member acts as the head portfolio manager, approving each trade proposed by students and ensuring proper procedure is followed.

$25,000 for the fund was provided by Chartered Financial Analyst (CFA) Society of Edmonton, matched by $25,000 from NAIT.


  • 11 universities in Canada operate student-managed investment funds.
  • In 2014, NAIT became the first polytechnic in Canada to join the CFA Institute University Recognition Program.
  • NAIT students compete each year in national and international level finance competitions against some of the top business schools in the world.


Max Varela, Academic Administrator, Finance, NAIT’s JR Shaw School of Business
“This fund is the culmination of years of close co-operation with the CFA Society of Edmonton, and we appreciate the confidence they have in our students, faculty and graduates. It really speaks to the quality of our education and the ability of our students to compete in the workplace. The fund also highlights the commitment from NAIT’s executive to real-world experiential learning, which is the basis of a great polytechnic education.”

Todd Sumner, Associate Dean – Administration, NAIT’s JR Shaw School of Business
“The fund is one of many incredible opportunities for the students in the JR Shaw School of Business to apply their knowledge in hands-on, real-world settings. NAIT’s commitment to applied learning helps prepare students with the relevant skills to seamlessly transition to employment. We are so very thankful to the CFA Society and NAIT executive for their commitment to our students by supporting this fund.”

Logan Phillips, Bachelor of Business Administration Finance ’17, senior analyst at AIMCO who helped set up the fund as a student
“A real-money fund give students hands on experience that they can’t get in any other way. Students will come out with the skills that are sought after by industry for equity research analysts and investment bankers.”

About NAIT

The Northern Alberta Institute of Technology (NAIT) is a leading Canadian polytechnic, delivering education in science, technology and the environment; business; health and trades. With nearly 40,000 credit and non-credit students and a 95 per cent employer satisfaction rate, NAIT grads are essential to the provincial economy. NAIT also contributes to Alberta’s prosperity by helping business and industry become more competitive with Industry Solutions offered through its Productivity and Innovation Centre, including technology adoption, business and product innovation and industry-driven research. Recognized as one of Alberta’s top employers, NAIT provides outstanding returns on investment for its graduates, partners, the provincial government and the people of Alberta. 

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